QAV S05E02 Howard Loses Marks

Published: Jan. 19, 2022, 5:09 a.m.

On this episode we talk about MYR becoming a sell; Tony\u2019s problems with Howard Marks\u2019 latest memo; the new AF sheet; and our stocks of the week, including Tony\u2019s pulled pork on BPT. \nIn the club episode we answer questions about using West Texas v Brent Crude, using Martin Roth\u2019s Top Stock book, paying attention to announcements during confession season, and what impact interest rate rises might have on QAV in the coming months.