QAV S05E02 — Howard Loses Marks

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

On this episode we talk about MYR becoming a sell; Tony’s problems with Howard Marks’ latest memo; the new AF sheet; and our stocks of the week, including Tony’s pulled pork on BPT. In the club episode we answer questions about using West Texas v Brent Crude, using Martin Roth’s Top Stock book, paying attention to announcements during confession season, and what impact interest rate rises might have on QAV in the coming months.

Episode metadata supplied by the publisher feed · Published Jan 19, 2022

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QAV S05E02 — Howard Loses Marks

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