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QAV S03E10 — Play By The Rules

QAV Investing Podcast (Free Edition)
QAV Investing Podcast (Free Edition)
Episode • Apr 27, 2020 • 1h 13m
Today we answer your questions about why we're buying back into the market even though Tony has doubts over the recovery - how we account for the quality of management in our analysis - how much attention Tony pays to volume of shares traded - Stock Doctor's "Price to Cashflow" and "Price to NTA" filters - how to calculate three-point trend line sell signals - how the checklist weights ‘quality’ vs ‘value’ metrics - how patient Tony is with a stock if it drops soon after he buys it (versus "you breach you gone") - Stock Doctor's diluted weighted no. of ordinary shares vs 'Fully Paid Ord. Shares' - HAW's future cash flow - Milton Corporation's conference call - and how to go about setting up a brand new portfolio.