QAV Blog

In this episode, we do a deep dive into ‘Rem­i­nis­cences of a Stock Oper­a­tor’ by Edwin Lefèvre, detail­ing Jesse Liv­er­more’s life and lessons. We give AU and U.S. port­fo­lio updates, some dis­cus­sion about inter­est rates and the hous­ing mar­ket, say good­bye to VUK, keep an eye on the iron ore price, reveal TK’s recent mis­takes, and talk through a quote from ‘What Works on Wall Street’ by O’Shaugh­nessy. The ‘Pulled Pork’ seg­ment looks at one of our U.S. invest­ments, Amer­i­can retail­er Lands’ End (LE), its his­to­ry and recent quar­ter­ly results.