Season 7 · Episode 5
QAV #705 — Base-Rate Neglect
QAV Investing Podcast (Free Edition)
January 30, 202440m 49s
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Show Notes
This week we’re talking about:
Munger’s final portfolio, Base-Rate Neglect, Pulled Pork - TLS
Plus, only on the Club edition: Evergrande liquidation, Aluminium and CAA, Fund managers reveal their big investment mistakes, Crypto still isn’t legit, Reporting season about to start, and using Renko chart to track Duratec’s decline.