QAV 720 — Boom!

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

QAV Club Weekly Update 2024-05-15

Hello QAVvers Like a heartbeat drives you madIn the stillness of rememberingwhat you hadAnd what you lostAnd what you hadAnd what you lost “Dreams”, by Fleetwood Mac, talking about Rule #1. Best not to think about the ones you lost, like ex-girlfriends...
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