QAV Blog

Invest­ing insights, pod­cast episodes, and mar­ket analy­sis.

QAV #705 — Base-Rate Neglect

QAV #705 — Base-Rate Neglect

Jan 31, 2024 | , ,

This week we’re talk­ing about:
Munger’s final port­fo­lio, Base-Rate Neglect, Pulled Pork — TLS

Plus, only on the Club edi­tion: Ever­grande liq­ui­da­tion, Alu­mini­um and CAA, Fund man­agers reveal their big invest­ment mis­takes, Cryp­to still isn’t legit, Report­ing sea­son about to start, and using Renko chart to track Duratec’s decline.

QAV Weekly Update 2024-01-30

Jan 30, 2024 |

Hel­lo QAVvers It was a strong week on the local mar­ket, with the AORD nudg­ing close again to the 52 week high, before falling back a bit today.   Let’s have a look at the portfolios.QAV PORTFOLIO REPORT The Dum­my Port­fo­lio is per­form­ing well against the bench­mark…

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