QAV 722 — WELTANSCHAUUNG

QAV 722 — WELTANSCHAUUNG

Update: 2024-05-29
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In this episode, Tony provides insights into recent retail sales figures, the market's reaction, and the concept of 'confession season' in the corporate world. Then he conducts a detailed 'Pulled Pork' segment on Stealth Group (SGI), a tool retailer, evaluating its financial health, market performance, and prospects.

In the club edition, we also discuss the reasons behind varying member performances (and our own performance), and discuss the importance of sticking to a disciplined investment model.
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QAV 722 — WELTANSCHAUUNG

QAV 722 — WELTANSCHAUUNG

Tony Kynaston & Cameron Reilly