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QAV S03E47 — Screaming Buy

QAV Investing Podcast (Free Edition)
QAV Investing Podcast (Free Edition)
Episode • Oct 20, 2020 • 31m
On today's show: AJO quits. Unemployment in Oz at record levels. What does Tony do when he finds a “screaming buy” but can’t understand the underlying rational for the business? Calculating the SSG 3PTL sell price. Net Operating Cashflow vs Net Equity.