QAV S05E21 Excesses And Corrections
b'My circle of competence is just QAV ; Election result, investing implications ; SEQ and the \\u201csecond buy line\\u201d ; outperformance by founder-led companies ; NHC\\u2019s big drop ; YAL halt ; Murph from ABC died ; Howard Marks\\u2019 latest memo on investor psychology ; Sri Lanka defaulting on $18bn of bonds. ; Underemployment rate now at 6.1% ; NUF has new results and crashed ; Australians lost $10Bn in crypto last year ; small stocks and Rule 1 ; what do you do in a market like this when you have a full portfolio and more capital ; a strong correlation between dividend yield and the QAV buy list ; Analysis of price to consensus target figures ; ME close v Price Chg 1mth (%) for calculating Josephine ; when a stock has done exceptionally well (say doubled) would TK use the proceeds to purchase two stocks?'