QAV S04E19 The Beauty Pageant
b'We talk about the bank results; tech wreck; Buffett breaking the NASDAQ; Increasing Net Equity v NEPS; re-naming the \\u201cbuy list\\u201d; LICS and NTA; Price to Operating Cashflow for ETFs; Tony\\u2019s performance today vs when he had a smaller portfolio; CCV\\u2019s buy line; where the Top 200 ASX stocks came from; graphic positive sentiment for see-saw stocks; the gold cycle; and ATL\\u2019s debt levels.'