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QAV S05E02 — Howard Loses Marks

EPISODE · Jan 19, 2022 · 33 MIN

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.

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QAV S05E02 — Howard Loses Marks

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