QAV S04E51 — In the Rough

In this episode we’re talk­ing about MYR and LAU warn­ings, replac­ing GAP with GWR, CAA upgrade to guid­ance, Trad­ing View com­mod­i­ty alerts, our stocks of the week (FEX, GMA), our best port­fo­lio stocks for the week, the world’s sec­ond tallest build­ing is a warn­ing sign, and CGF’s busi­ness mod­el.

In the Club edi­tion, we also talk about sell­ing and buy­ing back into FMG instead of just hold­ing it, MFG’s col­lapse and what their man­age­ment might be think­ing about right now, and more details on the sto­ry about Tony’s 20x return on MND back in the day.