QAV Blog

In 721 we dis­cuss the pain of FND, why Aussie investors keep invest­ing in unprof­itable com­pa­nies, and TK does a Pulled Pork on SRV.

In the club edi­tion only: the myth of the ‘new nor­mal’, why LIC AFIC is sell­ing below its NTA, how Aussie investors can ben­e­fit from the AI boom, what we should do about cop­per prices being up, how to inter­pret the num­ber of buys going down, how often is TK is mak­ing pur­chas­es based on fac­tors out­side the num­bers, and how to inter­pret the res­ig­na­tion of the PRN CFO.

The Bud­get cometh, Lessons in Kind­ness from Buf­fett, and a Deep Dive into Boom Logis­tics.

Also in the Club edi­tion: Reflec­tions on Jim Simons and Quant Invest­ing, Nav­i­gat­ing Mar­ket Fluc­tu­a­tions: FND and FPR Updates, Explor­ing VYS’s Surge, Elon Musk’s Sug­ges­tion to War­ren Buf­fett, Mar­cus has a ques­tion about apply­ing qual­i­ty score to exist­ing hold­ings, Jim asks about Life 360, Stock Doc­tor Data Integri­ty Issues, Nick asks about Josephine rules, Trent asks about AGL and LNG