EPISODE · May 25, 2021 · 35 MIN

QAV S04E21 — Hara-kiri

Q: How long is this episode of QAV Investing Podcast (Free Edition)?

This episode is 35 minutes long.

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This episode was published on May 25, 2021.

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

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<Yield” should be a blank if the PE is blank.

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QAV S04E21 — Hara-kiri

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How long is this episode of QAV Investing Podcast (Free Edition)?

This episode is 35 minutes long.

When was this QAV Investing Podcast (Free Edition) episode published?