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QAV 719 — Peaking at 99

QAV Investing Podcast (Free Edition)
QAV Investing Podcast (Free Edition)
Episode • May 8, 2024 • 26m
This week we're talking about the Berkshire Annual Meeting, China's gold purchases, a pulled pork on EHL (Emeco Holdings), SXE profit guidance update, Regression testing Price < Cons, Activists vs Karoon Energy (KAR), Austal (ASB) backers want Hanwha Group in the race, TRS is a 3PTL Sell, Apollo sinks THL, Morningstar valuations, banks doing large buybacks.