Season 4 · Episode 19
QAV S04E19 — The Beauty Pageant
QAV Investing Podcast (Free Edition)
May 11, 202132m 22s
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Show Notes
We talk about the bank results; tech wreck; Buffett breaking the NASDAQ; Increasing Net Equity v NEPS; re-naming the “buy list”; LICS and NTA; Price to Operating Cashflow for ETFs; Tony’s performance today vs when he had a smaller portfolio; CCV’s buy line; where the Top 200 ASX stocks came from; graphic positive sentiment for see-saw stocks; the gold cycle; and ATL’s debt levels.