QAV S04E16 — The Gold Rush

from QAV Investing Podcast (Free Edition) · host Cameron Reilly

This week we chat with Chris Stott, Chief Investment Officer at 1851 Capital and then get into our regular show, where we discuss the MRC collapse, the CAA takeover bid, Geoff Wilson’s LIC strategy, our SOTW (DSK), if MYR is close to a sell, DKM dropping off the buy list, directors transactions, IV2 challenger strategy, why research firms suspend coverage on stocks, using (ATR) average true range multiples to set trailing stops, current US valuations, and whether or not TRS as a recent positive upturn.

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This episode is 31 minutes long.

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This episode was published on April 20, 2021.

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