This episode is most­ly a recap of lessons learned, high­lights and low­lights of 2021. We talk about our port­fo­lio per­for­mances (eg the QAV port­fo­lio, and our own per­son­al port­fo­lios) in this dif­fi­cult cal­en­dar year, Tony talks about how there seems to be a cri­sis every three years, and we answer a cou­ple of ques­tions about cal­cu­lat­ed sen­ti­ment and stay­ing ful­ly invest­ed dur­ing down­turns.

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Flying Under the Radar: Alex Passmore, CEO, NMG — QAV AU #932

  Episode Overview This week we sit down with Alex Pass­more, CEO of New Murchi­son Gold (NMG), the only stock that made our buy list this week. Alex walks us through the Crown Prince open pit oper­a­tion near Meekathar­ra, why NMG’s all-in sus­tain­ing costs look high…

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  1. TPN Pod­casts Nov-Dec 2021 — the pod­cast net­work — […] QAV 449 – 2021 Lessons Dump­ster Fire  […]

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