QAV S05E21 — Excesses And Corrections

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

My circle of competence is just QAV ; Election result, investing implications ; SEQ and the “second buy line” ; outperformance by founder-led companies ; NHC’s big drop ; YAL halt ; Murph from ABC died ; Howard Marks’ latest memo on investor psychology ; Sri Lanka defaulting on $18bn of bonds. ; Underemployment rate now at 6.1% ; NUF has new results and crashed ; Australians lost $10Bn in crypto last year ; small stocks and Rule 1 ; what do you do in a market like this when you have a full portfolio and more capital ; a strong correlation between dividend yield and the QAV buy list ; Analysis of price to consensus target figures ; ME close v Price Chg 1mth (%) for calculating Josephine ; when a stock has done exceptionally well (say doubled) would TK use the proceeds to purchase two stocks?

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This episode is 33 minutes long.

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This episode was published on May 28, 2022.

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