In this episode, Tony and Cam discuss the performance of stocks in the US dummy portfolio, working with F Scores and Z Scores, with a deep dive on ENVA’s 39% rise and the risks of investing in some US-listed stocks like Chinese online tech company, STG. They cover recent events around YAL, ANZ, BXB, ING, LFS, AX1 and BOQ and a regression test on “Recovering” stocks. Listener questions explore charting QAV scores over time and the potential buy of AFI. In After Hours, they discuss Tony’s horse racing adventures, books, films, and the future impact of AI on industries and investing, wrapping up with Cameron’s Tommy Hilfiger fashion shoot.
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