QAV S04E35 Seafood Tony

Published: Aug. 31, 2021, 4:57 a.m.

b'This week we have some big news, talk about some minor errors we\\u2019ve fixed in the checklist and bible, then Tony does a pulled pork on COG, we explain ASX\\u2019s cash flow anomaly from last week, Tony talk about some recent regression testing he has done on selling when the QAV score hits 0.5 and on using ROE in our checklist, Shell scenario planning frameworks, whether or not we should discount sentiment for companies with a small float, which part of the cycle Tony thinks the market is in and whether or not it matters, MYE\\u2019s falling QAV score, the sell line for CDD, the buy line for CAA, and how Tony treats REITs.'