QAV Club Weekly Update 2024-06-12

Hello QAVvers My weekly update is a little late again this week, sorry about that (again). And I’m time poor again this week, so I’ll just provide the basics.   BUY LIST Each week we produce a buy list that we share with our QAV Club members. The...

QAV 724 — Our First U.S. Episode

In this episode of QAV, Cam and Tony explore the U.S. mar­ket for the first time, with a brief intro­duc­tion of Tony and his QAV sys­tem of val­ue invest­ing, a dis­cus­sion of val­ue v growth invest­ing, a dis­cus­sion of the per­for­mance of our U.S. dum­my port­fo­lio, a deep dive or ‘Pulled Pork’ seg­ment on Rein­sur­ance Group of Amer­i­ca (RGA), and a review of the FY sur­vey results we’ve received so far from club mem­bers.

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