QAV S04E38 — The Brettalator

We chat with val­ue investor James Williamson, Founder, Exec­u­tive Direc­tor & Chief Invest­ment Offi­cer at Went­worth Williamson Man­age­ment. We also talk about Brett’s new 3PTL tool, Gary’s ter­rif­ic QAV-based paper returns on Straw­man, MYE fatal­i­ty and price drop, ZGL price update, FMG — huge drop, execs leav­ing in droves, CVW finan­cials in SD, han­dling some tricky flat­line graphs, Cor­po­rate Tax hike going to the sen­ate in the US, S32 is a zinc min­er, ATL and Cam­pli­fy, MYR is prof­itable again, but num­bers aren’t in SD yet, MWY removed because of lum­ber graph, SRG breached it’s Sell line, MIN — iron ore sell, why BLX fell near­ly 7%, why CDM went down, why EHL and ABA aren’t on the score­card, SMS­Fs and Trust Deeds, why TK bought NAB, why WAF is drop­ping, the sell line for ZIM, Cop­per price head­ing in the right direc­tion, and After Hours!

Full tran­script avail­able.