QAV S05E07 Overconfidence
This week we\u2019re talking about Navexa portfolio issues, overconfidence in investors, Murph resigns from Berkshire, Berkshire invests in a crypto bank, Munger\u2019s recent Q&A, BFG\u2019s money laundering problems, HUM\u2019s acquisition by LFS, CGF back on the buy list, S32 is Tony\u2019s pulled pork, Ares buying into GMA, FMG is a Josephine, and then we answer your questions about Grantham\u2019s bubble warnings, using trend lines to know when to cancel a Josephine, the iron ore sell price, buying stocks close to the sell line, using company market cap figure relative to Index Funds to determine whether a company's share price could be at risk of a near future increase or decrease, kissing a few frogs to get a prince, holding on just for the takeover premium and FEX's very low sell line.