QAV S04E45 — Jiggery Pokery

This week we’re talking about our top three stocks from last week (PRU, BFG, CVL), SHJ (the quiet sleeper), why you shouldn’t innovate until you’re a QAV black belt, why we should NOT filter Price-to-Operating Cash Flow < 7 (whoops), and why Rule #1 is important. In the Club edition, we talk about the stocks of the week (WGX, ABA), the failed GCY acquisition (by WGX), the mistakes Tony heard on another investing podcast, whether or not directors taking large positions in their own company deserves extra credit, the weird CBA sell line, MAD’s weird share capital numbers, IHVV’s returns, the MQG SPP, Tony’s experience with LIC returns, and how much real estate is enough.