Season 3 · Episode 49
QAV S03E49 — CAPE & Kelly
QAV Investing Podcast (Free Edition)
October 27, 202036m 1s
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Show Notes
Tony discusses the latest movements of "Doctor Copper" and explains why that's important; we talk about CAPE & Kelly and TK explains his recent analysis; and we answer your questions about how we should take into account a company’s level of debt; giving a stock extra points if it is significantly below its Intrinsic Valuation; fudging the buy line for IGN; KCN being cash flow negative; ranking companies higher measured by return on shareholder capital; estimating future profits of growth companies who stop spending money on marketing; and the Health Ratios for MQG.