QAV S04E37 — Keep Your QAV Moist

This week on QAV we talk about Bloody Thurs­day, James’ great QAV results, how Navexa cal­cu­lates port­fo­lio returns, Buffett’s glob­al mar­ket indi­ca­tor, CVW hir­ing invest­ment bankers, CCV’s new QAV score, audit reports still com­ing out, ATL’s audit, lob­by­ing ASIC about 4E state­ments, Josephines being due to div­i­dend drops, Munger’s “always invert” les­son, Tony’s pulled pork is AIS, James asks about mod­i­fy­ing the QAV process for com­modi­ties, Steve asks about WMC’s audit, Dave asks about run­ning mul­ti­ple port­fo­lios, Edward asks about infla­tion, and Mark asks about how Tony picks large cap stocks. Plus After Hours!

Full tran­script avail­able.