QAV S04E52 — Best Of 2021

by | Dec 29, 2021 | Blog, Investing Podcast, Podcast Episodes | 0 comments

It’s time for our last show of the year and my annu­al tra­di­tion of try­ing to pick some high­lights from the last 12 months. This year I’m most­ly focus­ing on the jour­ney we went through with iron ore. Back in Jan­u­ary 2021 we were talk­ing about FMG and the stel­lar run it had been on, and why we weren’t going to rush into sell­ing it, par­tic­u­lar­ly when it had a very low sell line. But as the year progress, Tony start­ed to talk more and more about watch­ing the iron ore com­mod­i­ty price which, even though the CEO of FMG assured us would stay strong for a long time, start­ed to slide in the sec­ond half of the year, prompt­ing Tony to make some painful deci­sions.…

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