This week: MRC fired their CEO and the price dropped 25% — why did­n’t we sell?; Lin­coln fund results; ASA webi­nar by James Holt; WAAAX per­for­mance 20/21; CVL down 13% since we bought it; MAH ground­hog; Flit­man mod­el is out; red flags for com­pa­nies that might go into a trad­ing halt; why share prices fall after they go ex div­i­dend; how TK decides what to sell when he needs to take cash out of his port­fo­lio; com­mod­i­ty stocks sell lines; sen­ti­ment for HAW, AGD, AIS; is GCY now a sell?

Tran­script.

Related

Major Feelgood: QAV AU #924

On this week’s show, we wade through a big news cycle: the US-Iran peace deal that forced us to dump our oil stocks, the SpaceX IPO trad­ing at a jaw-drop­ping 1,750 times PROPCAF while los­ing mon­ey, and the brief Kore­an stock mar­ket cir­cuit break­er that felt a lit­tle too dot­­com-era for com­fort. Tony does a Pulled Pork on Sun­corp Group, fresh­ly returned to the buy list after divest­ing its bank­ing arm to ANZ, and I run the num­bers on the Dogs of the Dow ver­sus QAV over five years.

Tobias Carlisle Soldier of Fortune: QAV AU #923

  Episode Overview This week we catch up with Tobias Carlisle, who joins us to talk about his new book, Sol­dier of For­tune: War­ren Buf­fett, Sun Tzu, and the Ancient Art of Risk-Tak­ing. Tony and Cam quiz Toby on the three big Berk­shire deals the book dis­sects: the…

0 Comments

Submit a Comment

Your email address will not be pub­lished. Required fields are marked *

Secret Link