QAV Blog

Invest­ing insights, pod­cast episodes, and mar­ket analy­sis.

Transcript #500

QAV 500 Club Cameron  00:08 Wel­come back. QAV. First show of 2021 TK, episode 500, sor­ry, 2022, 500. How are you? Tony  00:21 Good. It’s not our 500th episode though, is it? Cameron  00:24 No. Series five, episode zero? I don’t know. Makes no sense. Makes about as…

QAV S05E00 — The Cleansing

QAV S05E00 — The Cleansing

In our first episode for 2022, we’re talk­ing about my con­fu­sion over some recent 3PTL rule changes, plat­inum being a buy again, what a “cleans­ing prospec­tus” is, Gary’s stel­lar results, some changes to the buy list, a pulled pork on CIA, CAA and alu­mini­um, Nufarm’s cash flow, how to treat com­pa­nies we’ve sold using R1, why we use oper­at­ing cash flow instead of free cash flow, and whether or not CDD is a sell.

Secret Link