QAV S03E60 — Dead Parrot

by | Dec 10, 2020 | Investing Podcast, Podcast Episodes | 0 comments

Can we ignore the COVID cough in our 3PTL charts? What do you do when you own stock in a delist­ed com­pa­ny? How would we treat Depre­ci­a­tion when think­ing about CCP? Does a cap­i­tal raise cause a bump in the price? Should we lis­ten to Ray Dalio on diver­si­fi­ca­tion? Why did Tony buy SFR and not any of the stocks on the Buy list with a much high­er QAV score? Should we add a ‘one-month up turn’ to the check­list?

 

Tran­script avail­able here.

 

YAL

SFR 2

API

S32

SSG 2

MRM

HAW

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