QAV 801 — CY24 Portfolio Analysis

by | Jan 8, 2025 | Blog, Investing Podcast, Podcast Episodes

In our first episode for 2025, we break down our mixed port­fo­lio results for 2024, talk about news relat­ed to MWY, ABA, ERD, RMS, play clips from a 1994 talk from Peter Lynch, review Geoff Wilson’s invest­ing check­list, dis­cuss Eugene Lama’s views on effi­cient mar­kets, quan­tum com­put­ing threats. And in the After Hours seg­ment we talk about the films, TV and music that’s kept us busy over the break.

QAV S05E08 — The Sound Of Cannon

by | Mar 2, 2022 | Blog, Investing Podcast, Podcast Episodes

Mar­kets and War; bank rate increase; MWY bad results; Con­struc­tion col­lapse; Berkshire’s annu­al let­ter; GRR results; Port­fo­lio aver­age hold time; out­dat­ed con­sen­sus val­u­a­tions; is five year rel­a­tive strength impor­tant; cal­cu­lat­ing CAGR in Excel; red flag if DPR of greater than 100%.

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