QAV S03E45 – Profit Taking Swill
This week we discuss whether or not high levels of director ownership is good or bad; how Tony manages his portfolio allocation; broker commissions, CRN, HJPN, LAU, and the SAR and NST merger, and more!
TK Journal 2020-10-12
I downloaded a new data dump last Friday afternoon. The following are additions to my spreadsheet: I added Intra Energy Corporation (IEC) to the Manually Entered Data tab. I also added Ikwezi Minings (IKW) and Pengana Private Equity Trust (PE1). I added the following...QAV S03E35 – BALLS OF STEEL
Questions this week about NWS; Buffett buying into Barrick Gold; what a stapled security is; what Tony’s worst returning year was; whether or not we can invest in Apollo (ATL) again; and Tony’s general process during the reporting period.