QAV S05E07 – Overconfidence

This week we’re talking about Navexa portfolio issues, overconfidence in investors, Murph resigns from Berkshire, Berkshire invests in a crypto bank, Munger’s recent Q&A, BFG’s money laundering problems, HUM’s acquisition by LFS, CGF back on the buy list, S32 is Tony’s pulled pork, Ares buying into GMA, FMG is a Josephine, and then we answer your questions about Grantham’s bubble warnings, using trend lines to know when to cancel a Josephine, the iron ore sell price, buying stocks close to the sell line, using company market cap figure relative to Index Funds to determine whether a company’s share price could be at risk of a near future increase or decrease, kissing a few frogs to get a prince, holding on just for the takeover premium and FEX’s very low sell line.

QAV S04E21 – Hara-kiri

This week we’re talking about why we sold MRC and bought ATL; FMG is down and Tony’s current thinking about commodity 3PTLs; why we’re taking ETFs and LICs out of QAV; late stage market behaviour; SOTW; why we allow stocks in the scorecard with a quality score below 75%; why HUM is on the scorecard; if Myer is a Schrodinger; Ray Dalio’s thoughts on the stage of the market and how it applies to QAV; if it’s too late to buy into AIS; and why the score for “PE

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