EPISODE · Feb 28, 2024 · 48 MIN
QAV #709 — The Architect (fixed)
from QAV Investing Podcast (Free Edition) · host Cameron Reilly
This week: We discuss our favourite bits of Buffett’s new annual letter, and Tony does a pulled pork on Vulcan Steel (VSL). Also in the Club Edition: We discuss the results of a new 20% Rule 1 simulation, Reporting Season News, LNG is a sell, Data shows Cathie Wood's Ark is one of the worst funds, NVIDIA results, and TK's perspective on 'Losing too many stocks' to M&A.
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QAV #709 — The Architect (fixed)
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