Podcasts by QAV - Investing In Shares

QAV S05E06 – The Pendulum from 2022-02-16T00:34:04

Copper is a buy again, why VUK’s audit it NOT qualified, ASX CEO resigns, the impact of petrol prices, portfolio update, SGR has a qualified audit, NUF is the pulled pork, how to work with a stock ...

QAV S05E05 – Scientific Fiddling from 2022-02-09T00:40:25

As we’re joined by special guest Taylor Reilly, we talk about flatulent labels, redefining how a stock comes out of being a Josephine, our portfolio performance for the FY, a pulled pork on CCP, Gr...

QAV S05E04 – Carry A Towel from 2022-02-02T00:06:30

Jam packed show this week! Losing money is one thing, losing your nerve is everything ; Iron ore hits $150/ton; CCP results are out, Stock price up 7% over last 2 days; ASX200 down 6.3% for January...

QAV S05E03 – Frogger from 2022-01-26T01:00:17

Talking about the current market volatility, and whether or not we should wait it out and go to cash; we discuss recent articles talking about “investing” in tech stocks and crypto; deep dive on RI...

QAV S05E02 – Howard Loses Marks from 2022-01-19T05:09:18

QAV S05E01 – Bolshie Bankers from 2022-01-12T23:43:10

Indonesia temporarily bans coal exports; GWR up 80% in 3 weeks; ANZ pulled pork; NTD SPP and Tony’s thoughts on SPPs in general; CBA worth a punt; iron stock update; How often to update sell alerts.

QAV S05E00 – The Cleansing from 2022-01-05T02:06:09

In our first episode for 2022, we’re talking about my confusion over some recent 3PTL rule changes, platinum being a buy again, what a “cleansing prospectus” is, Gary’s stellar results, some change...

QAV S04E52 – Best Of 2021 from 2021-12-29T02:59:29

QAV S04E51 – In the Rough from 2021-12-22T02:09:59

QAV S04E50 – The Gibbonator from 2021-12-15T04:05:33

We chat with Luke “The Gibbonator” Gibson about his QAV-based YouTube channel “The Gibson Hustle”, about copper becoming a sell, iron ore becoming a buy, whether or not BHP is an iron ore or a copp...

QAV S04E49 – 2021 The Dumpster Fire from 2021-12-07T09:36:14

This episode is mostly a recap of lessons learned, highlights and lowlights of 2021. We talk about our portfolio performances (eg the QAV portfolio, and our own personal portfolios) in this difficu...

QAV S04E48 – Get Back Omicron from 2021-11-30T23:35:39

This week we talk about the market’s reaction to Omicron, the new AF worksheet, builders collapsing, Howard Mark’s latest memo, new sells, our top stocks of last week, our stocks picks for this wee...

QAV S04E47 – Xi Is Listening from 2021-11-25T00:04:07

This week: missing the SUN sell; New Brettalator version; keeping an eye on the sell lines for the stocks of the week; the three fingers of the economy; the MQG SPP; the WAF SPP; Top 3 Dummy Portfo...

QAV S04E46 – The Three Fingers (v2) from 2021-11-16T05:49:59

This week: missing the SUN sell; New Brettalator version; keeping an eye on the sell lines for the stocks of the week; the three fingers of the economy; the MQG SPP; the WAF SPP; Top 3 Dummy Portfo...

QAV S04E46 – The Three Fingers from 2021-11-16T05:49:59

This week: missing the SUN sell; New Brettalator version; keeping an eye on the sell lines for the stocks of the week; the three fingers of the economy; the MQG SPP; the WAF SPP; Top 3 Dummy Portfo...

QAV S04E45 – Jiggery Pokery from 2021-11-10T03:44:57

This week we’re talking about our top three stocks from last week (PRU, BFG, CVL), SHJ (the quiet sleeper), why you shouldn’t innovate until you’re a QAV black belt, why we should NOT filter Price-...

QAV S04E44 – Quo Vadis (v2) from 2021-11-03T07:08:21

This week we’re congratulating Brett and Rowan on their performance, talking about KPT turning into KIL, ZGL’s sudden collapse, new ANZ numbers, the iron ore chart fudge, our top three performing s...

QAV S04E44 – Quo Vadis from 2021-11-03T07:08:21

This week we’re congratulating Brett and Rowan on their performance, talking about KPT turning into KIL, ZGL’s sudden collapse, new ANZ numbers, the iron ore chart fudge, our top three performing s...

QAV S04E43 – Candlestick Queen from 2021-10-26T05:33:53

This week we feature an interview with Louise Bedford, aka Candlestick Queen, author and Founder of Talking Trading. We chat with Louise about why there aren’t more women in investing, how to use c...

QAV S04E42 – Vatican II from 2021-10-19T09:14:41

We talk about AIS starting to get coverage, the COG chart (again), our stock tip performance, our portfolio update, Charlie Munger speaking at Sohn Hearts & Minds, the SXL chart, the ASX200 average...

QAV S04E41 – Coal Stocks & Ethics from 2021-10-12T07:39:17

This week we talk about hydrogen futures, the MOZ graph, our portfolio performance, selling MTO, our stock tip performance, Tony’s new idea to replace the 3PTL, GCY back on the buy list, CTP, IDZ’s...

QAV S04E40 Club – Gladys & Napoleon from 2021-10-05T09:28:33

This week we introduce the “Gladys” graph and the “Napoleon” line. We talk about our stocks of the week (NHC, CVW), the doom and gloom in the global markets and how to use QAV to stay sane, the MYR...

QAV S04E40 – Gladys & Napoleon from 2021-10-05T09:28:33

This week we introduce the “Gladys” graph and the “Napoleon” line. We talk about our stocks of the week (NHC, CVW), the doom and gloom in the global markets and how to use QAV to stay sane, the MYR...

QAV S04E39 – SPARKLINES from 2021-09-28T20:05:21

This week we chat about MYR (Tony’s pulled pork), MHJ (our small cap stock of the week), live cattle futures, FMG as a challenger buy, ATL’s price increase, MWY back on the list, selling off the ba...

QAV S04E38 – The Brettalator from 2021-09-21T05:51:12

QAV S04E36 – The Brettalator from 2021-09-21T05:51:12

QAV S04E37 – Keep Your QAV Moist from 2021-09-14T23:18:39

This week on QAV we talk about Bloody Thursday, James’ great QAV results, how Navexa calculates portfolio returns, Buffett’s global market indicator, CVW hiring investment bankers, CCV’s new QAV sc...

QAV S04E36 – 4E or not 4E from 2021-09-07T07:54:17

Tony reports on his recent analysis on companies that go from a negative cashflow to a positive cashflow; Tony has been trying to find a place where a qualified audit is recorded that makes them ea...

QAV S04E35 – Seafood Tony from 2021-08-31T04:57:22

This week we have some big news, talk about some minor errors we’ve fixed in the checklist and bible, then Tony does a pulled pork on COG, we explain ASX’s cash flow anomaly from last week, Tony ta...

QAV S04E34 – The Keith Moon of Investing from 2021-08-24T09:38:39

This week we pull the pork on EHL, and talk about JBH, QBE, copper, AMP, Warren Buffett’s goat, URW, SWM, HUM, RMS, BHP, ASX, BFG, MIL, ASB, MHJ, we chat with young investor Lachie Duncan, and answ...

QAV S04E33 – Rule #2 from 2021-08-17T05:14:34

On this episode we talk about finding ASX300 stocks, CGF is the pulled pork, range trading, buying and selling during reporting season, Rule #2, calculating portfolio returns for volatile portfolio...

QAV S04E32 – The Big Rotation from 2021-08-10T06:11:18

Today Tony is talking a lot about commodity prices and what their decline means for our portfolio. Iron ore, gold, copper and platinum are all in decline. We also talk about the “Dogs of QAV” model...

QAV S04E31 – Rule #1 from 2021-08-03T04:49:18

This week we talk about why MML crashed after it announced its quarterly results. How Tony uses “Rule #1” to avoid losing money. Lots of interesting things going on with oil at the moment. How merg...

QAV S04E30 – TKOA from 2021-07-27T03:33:40

This week we talk about MIL’s “Emphasis of Matter”, MXI’s trading halt, MTO’s sell line, MML’s sell line, ABA’s buy line, WWG’s QAV score, investing in QAV to build up a deposit for a property, Ton...

QAV S04E29 – Gearing Up from 2021-07-20T04:32:41

Amendments to the 3PTL wording in the bible; how to calculate performance of a volatile portfolio; creating wealth by gearing a property; updating your 3PTL alerts; the pulled pork on SUN; sell lin...

QAV S04E28 – Headless Chickens from 2021-07-14T04:51:41

Another long episode (1.5 hours)! We talk about our performance vs the top funds; Buffett’s ABCs; Why TK bought gold miners over retailers last week; the idea of a “second peak”; HUM’s exposure to ...

QAV S04E27 – The Mystery of The Reducing Scores from 2021-07-08T01:36:30

This week we discuss our EOFY result (48%); decide to sell VUK again; MYR and Solly Lew; SOTW is GRR; the Sell price for BCN; contrarian investor Michael O’Higgins’s ‘Dogs of the Dow’ strategy; Du...

QAV S04E26 – The Naked Auditor from 2021-06-29T09:43:06

A massive two hour episode (for club members) this week! We talk about Gary’s Strawman results, a final portfolio update for the FY, Tony’s SOTW (BCN), Dylan the Intern’s latest modelling on flatli...

QAV S04E25 – The Big Mac Line from 2021-06-22T01:41:04

QAV S04E24 – Flat Bottomed Girls from 2021-06-15T04:22:10

QAV S04E23 – Hooked On The Fudge from 2021-06-08T06:05:36

QAV S04E22- James Holt, Perpetual from 2021-06-01T01:28:37

We chat with James Holt, Director, Investment Solutions at Perpetual, then get into news and Q&A. This week Tony answers your questions about how companies set their share price for a float, the ap...

QAV S04E21 – Hara-kiri from 2021-05-25T03:00:41

QAV S04E20 – Navexa from 2021-05-19T04:12:20

In the first half of this episode we're joined by Navarre Trousselot & Thom Benny from Navexa, an online portfolio platform, who tell us a bit about the vision for their product and what they've se...

QAV S04E19 – The Beauty Pageant from 2021-05-11T10:23:46

QAV S04E18 – The Trivia King from 2021-05-05T02:13:12

QAV S04E17 – The Fourth Law of Motion from 2021-04-27T08:10:03

QAV S04E16 – The Gold Rush from 2021-04-20T00:16:29

This week we chat with Chris Stott, Chief Investment Officer at 1851 Capital and then get into our regular show, where we discuss the MRC collapse, the CAA takeover bid, Geoff Wilson’s LIC strategy...

QAV S04E15 – The Whip from 2021-04-13T02:29:58

Regression testing with Dylan the intern; “A Quantitative Approach to Tactical Asset Allocation”; SOTW: MXI; Tony’s thoughts on investing in a NASDAQ 100 ETF; should keep our AGD shares; Why did TK...

QAV S04E14 – Water Your Flowers from 2021-04-08T22:25:25

Ray Dalio on BTC. Lou Simpson’s investing philosophy. The proposed TLS break-up. Selling low dividend payers. Tolerance for older data. KRMs health score. 3PTL for ADH, HLA & HVN. Tony's view on t...

QAV S04E13 – Home Invasions from 2021-03-31T00:01:53

QAV S04E12 – The Death Cross from 2021-03-23T08:29:47

Selling BEN; calculating portfolio performance; stocks being removed from an index; companies with just six months of data; timing of a new 3pt upturn; share buy backs; DPS vs EPS; qualified audits...

QAV S04E11 – Balancing The Fudge from 2021-03-17T07:20:13

Workshops; Lemmings; CBA launches BNPL service; CVL below the buy price; STOW = GCY; ZIM audit unsplatted; How Tony decided to sell a stock before the 3PTL; Should we fudge the ECX sell line; EVZ q...

QAV S04E10 – Xmas In March from 2021-03-09T04:34:04

The 2021 Buffett newsletter; Why we sold HAW & RMS; how important is negative EPS; the impact of unlisted share options; the high prices of the banking sector; Tony’s thoughts on Dividend reinvestm...

QAV 409 – David Waldron from 2021-03-03T05:43:51

QAV S04E09 – David Waldron from 2021-03-03T04:43:51

Our guest on this episode is American investor David Waldron, author of "Build Wealth With Common Stocks", a great, new introduction to value investing.

QAV 408 – A Good Process from 2021-02-25T03:31:07

QAV S04E08 – A Good Process from 2021-02-25T02:31:07

Selling HAW. GME lawsuit. Changes to disclosure law. Stock of the week. Return on Equity as a metric. Greater portfolio allocation for higher QAV scores. Trendline buffers. Manually entered scores....

QAV S04E07 – Giving AFIC from 2021-02-16T00:45:33

The Kohler Effect. Broker Speak. ETF surge. Rudi on Value. The "Buffett indicator”. Stock of the week - BOQ. On market share buyback facilities. GDG and Pooled Development Fund (PDF). Reporting sea...

QAV S04E06 – Zoom #4 from 2021-02-12T06:11:10

This is the audio from our 4th Zoom call recorded 9 Feb 2021.

QAV S04E05 – QAV THE MOVIE from 2021-02-09T03:32:49

QAV S04E04 – The Naughty Corner from 2021-02-02T02:12:02

Hedge funds v Reddit. Ray Dalio on Bitcoin. Tony’s journal entries. Portfolio update. Regression testing Tobias Carlisle. TK's "war stories" of the '99/'00 bubble. CCV 3PTL Sentiment. KRM coming o...

QAV S04E03 – Capitulation from 2021-01-28T06:20:44

This week: ASX lower on fears of US bubble. Howard Marks' capitulation. Ray Dalio's thoughts on a coming US civil war. Using Gross Revenue Growth per Share to value "growth" stocks. Stock of the we...

QAV S04E02 – Please Explain from 2021-01-18T06:12:54

QAV S04E01 – The Fudge Slope from 2021-01-12T05:16:43

QAV S03E64 – 2020 Highlights from 2021-01-05T03:21:02

This is my highlight show for 2020. Obviously, from an investing perspective, 2020 was all about how to handle Australia's first recession in 30 years and a major market correction, so I've pulled ...

QAV S03E63 – Damien Parker from 2020-12-28T05:00:43

QAV S03E62 – Don’t Judge The Fudge from 2020-12-22T00:11:49

Last week’s jump in HAW demonstrates why we don’t sell until something hits the 3PTL. Would Tony buy still FMG today? What are the risks of buying stocks with margin loans? Can we fudge the COVID c...

QAV S03E61 – Zombie Value Investing from 2020-12-15T07:46:01

Is value investing back? Yes, according to the same people who reported it was dead last year. On this week’s episode we talk about Tony’s “Stock Of The Year”, why we use different Intrinsic Value ...

QAV S03E60 – Dead Parrot from 2020-12-10T02:43:38

Can we ignore the COVID cough in our 3PTL charts? What do you do when you own stock in a delisted company? How would we treat Depreciation when thinking about CCP? Does a capital raise cause a bump...

QAV S03E59 – Cameron Williams from 2020-12-04T07:20:37

Our guest today is Cameron Williams, sport editor at Channel Nine. You've probably seen him on The Today Show or Nine News. We talk about growing up in Emerald and how he ended up in a sports journ...

QAV S03E58 – Halloween Pumpkin from 2020-12-01T04:16:06

This week we discuss the current status of the Zimplats (ZIM) audit, Tony’s stock of the week, his recent journal entries, Kelly Partners (KPG), GuruFocus, and the KMD CEO.

QAV S03E57 – Doug Morris, Sharesight from 2020-11-28T07:13:07

QAV S03E56 – Premature Ejection from 2020-11-24T03:39:07

This week we talk about why our portfolio lagging the All Ords, sell lines for SSG and ADH, setting up a SMSF, using a DRP, AGM voting rights, qualified audit reports, and regression testing.

QAV S03E55 – Andrew Page, Strawman from 2020-11-19T03:55:55

Our guest on this episode is Andrew Page, founder of Strawman, an online community of investors providing members with independent, peer-reviewed research and recommendations on the sharemarket. We...

QAV S03E54 – Three Balls In The Water from 2020-11-17T11:22:18

On this week's show we talk about the HAW price drop, a highlight from the ASA conference, the Aurelia Metals capital raising, Tony's stock of the week JBH, and answer some of your questions about ...

QAV S03E53 – Richard Ivers from 2020-11-15T03:22:29

Richard Ivers is Portfolio Manager at Prime Value Asset Management, looking after their small cap portfolio. We chatted with him this week about his approach to finding value stocks.

QAV S03E52 – Groundhog Day from 2020-11-10T03:20:45

Tony does a deep dive explanation on the Kelly Criterion and we discuss the challenges in applying it to share investing. We also discuss stocks that briefly stick their head above the ground and t...

QAV S03E51 – Bunny Boilers from 2020-11-02T11:54:39

This week we talk about investing with your Spock brain instead of your McCoy brain, why Tony's Stock of the Week is SFR, why CAA might benefit from rising aluminium prices, how to regression test ...

QAV S03E50 – Stephen Moriarty from 2020-10-29T00:40:19

QAV S03E49 – CAPE & Kelly from 2020-10-27T03:21:41

Tony discusses the latest movements of "Doctor Copper" and explains why that's important; we talk about CAPE & Kelly and TK explains his recent analysis; and we answer your questions about how we s...

QAV S03E48 – John Winters, Superhero from 2020-10-22T03:09:57

John Winters is the CEO of Superhero, the latest digital broking app to hit the Australian market, which offers $5 flat rate trades. A few of our listeners were concerned about how Superhero "owns"...

QAV S03E47 – Screaming Buy from 2020-10-20T02:04:31

QAV S03E46- Bill Liao, VC & Philanthropist from 2020-10-15T03:48:05

QAV S03E45 – Profit Taking Swill from 2020-10-13T03:54:24

QAV S03E44 – Upwardly Volatile from 2020-10-06T01:47:26

QAV S03E43 – Superhero(s) from 2020-09-29T05:32:40

QAV S03E42 – Boring Is Beautiful from 2020-09-23T05:57:25

QAV S03E41 – Kien Trinh, Lincoln Indicators from 2020-09-18T02:55:20

QAV S03E40 – ZOOM #3 from 2020-09-15T04:23:17

QAV S03E39 – THE HIGHEST PEAK from 2020-09-08T04:46

QAV S03E38 – TOP OR BOTTOM from 2020-09-01T04:15:20

QAV S03E37 – EXTRA FUDGE from 2020-08-25T05:03:23

QAV S03E36 – MICHAEL GOLDBERG, COLLINS ST VALUE FUND from 2020-08-20T03:00:44

Michael Goldberg, one of the principals and founders of Collins St Value Fund, was kind enough to talk to us for 90 minutes yesterday about how CSVF became one of the best performing funds in Austr...

QAV S03E35 – BALLS OF STEEL from 2020-08-17T10:19:31

QAV S03E34 – THE PEAK FUDGE from 2020-08-12T00:05:17

QAV S03E33 – LIVE FROM BRISBANE from 2020-08-04T04:03:28

QAV S03E32 – DUMP & FLUSH from 2020-07-27T07:13:30

QAV S03E31 – DEWORSIFICATION from 2020-07-20T06:59:22

QAV S03E30 – Share Shaming from 2020-07-13T05:54:04

QAV S03E29 – ALEX HAY 2 from 2020-07-09T07:02:43

QAV S03E28 – TOBIAS CARLISLE from 2020-07-08T01:49:30

QAV S03E27 – LEVERAGE from 2020-07-06T06:46:36

QAV S03E26 – Elio D’Amato from 2020-06-30T02:11:12

QAV S03E25 – The Fudge from 2020-06-29T08:57:52

QAV S03E24 – The Schrödinger from 2020-06-24T09:12:07

QAV S03E23 – Johannes Risseeuw, Damstra from 2020-06-18T04:39:40

QAV S03E22 – TINA from 2020-06-15T04:13:44

QAV S03E21 – Riding It Out from 2020-06-08T09:16

QAV S03E20 – Stephen Mayne from 2020-06-04T11:46:37

QAV S03E19 – Starting From Scratch from 2020-06-01T05:41:24

QAV S03E18 – St Anthony from 2020-05-25T07:55:18

QAV S03E17 – Michael Dee, Pythagoras from 2020-05-22T04:11:52

QAV S03E16 – The Data Hoarder from 2020-05-18T06:59:36

QAV S03E15 – Nicholas Gruen on MMT from 2020-05-14T05:10:23

QAV S03E14 – Stock Detectives from 2020-05-11T04:51:19

QAV S03E13 – Alex Hay from EL&C Baillieu from 2020-05-07T02:19:11

QAV S03E12 – Buy Line Follows The Sell Line from 2020-05-04T07:17:58

QAV S03E11 – Sydney Superinvestors from 2020-04-30T10:53:21

QAV S03E10 – Play By The Rules from 2020-04-27T06:54:24

QAV S03E09 – Chris Tate from 2020-04-20T03:14:38

QAV S03E08 – The Family Jewels from 2020-04-13T06:45:15

How are Australia's two million small businesses coping with the lockdown? Is the government stimulus helping? What will happen to them on the other side of the crisis? To help us get our heads aro...

QAV S03E07 – Beliefonomics from 2020-04-09T03:14:54

QAV S03E06 – Listen To The Numbers (revised) from 2020-04-07T09:32:16

QAV S03E06 – Listen To The Numbers from 2020-04-07T07:32:16

Tony walks us through his decision to buy some STO shares last week (as per the email we sent to QAV Club members on Friday).

Tony then answers some member questions about Stanmore Coal,...

QAV S03E05 – Getting Started (Part 3) from 2020-04-06T10:42:29

Part 3 of our rebooted getting started podcasts. This picks up where episode 303 left off, halfway through the QAV checklist.

QAV S03E04 – The Five Stages Of Grief from 2020-04-01T05:29:07

QAV S03E03 – Getting Started (Reboot Intro Part 2) from 2020-03-30T11:32:06

Part 2 of our "getting started" reboot. In this episode we get into the nitty-gritty of the checklist and the data sources we use.

QAV S03E02 – Sit On ‘Em from 2020-03-24T03:58:14

QAV S03E01 – Intro To QAV from 2020-03-23T07:07:46

As it's been a year since we recorded our "introduction to QAV" episodes, a couple of our listeners suggested it would be a good idea to re-record them, now that we're much smoother on the mic. So ...

QAV S02E11 – Dead Cat Bounce from 2020-03-16T03:58:04

While Friday brought a dead cat bounce, Tony thinks the correction is just getting started. He says we're yet to see the impact of the coming credit crunch. We answer a question about whether or no...

QAV S02E10 – Nothing Changes from 2020-03-12T02:42:59

QAV S02E09 – Tony’s Close Shave from 2020-03-02T02:08:26

QAV S02E08 Tony’s Mankini from 2020-02-24T06:33:10

QAV S02E07 The Shoe Salesman from 2020-02-19T03:34:50

QAV S02E06 – The Iceman from 2020-02-14T03:50:37

QAV S02E05 – Wuhan Black Swan from 2020-02-05T03:34:28

QAV S02E04 – Rudi’s Super Stocks from 2020-01-31T05:38:07

This week we're joined by Rudy Filapek-Vandyck from fnarena.com. He explains his "super stock" or "all-weather performer" investing strategy. In the QAV Club extended episode, Tony discusses the ef...

QAV S02E03 – Confession Season 2020 from 2020-01-22T23:09:40

QAV S02E02 – The Property Equation from 2020-01-16T03:51:40

QAV S02E01 – Time In The Market from 2020-01-10T04:23:48

S01E44 – Bravo Hertz from 2020-01-02T05:06:11

QAV S01E43 – No Old, Bold Pilots from 2019-12-27T10:08:47

QAV S01E42 – Sticking To The Numbers from 2019-12-20T05:27:26

QAV S01E41 – Cash Is A Fact from 2019-12-12T01:15:14

QAV S01E40 – Tony Gives Up His Rights from 2019-12-04T07:57:35

QAV S01E39 – The Discounted Cash Flow from 2019-11-28T03:57:44

QAV S01E38 – The Negroni Method from 2019-11-20T06:46:14

QAV S01E37 – Preparing For The Collapse from 2019-11-12T05:52:02

QAV S01E36 – Listed Investing Companies from 2019-11-07T04:58:02

QAV S01E35 – The Gambler from 2019-10-31T02:29:07

QAV S01E34 – Buffettology from 2019-10-25T02:03:07

QAV S01E33 – Share Analysis Deep Dive from 2019-10-18T04:55:24

QAV S01E32 – Turning Japanese from 2019-10-10T06:29:46

QAV S01E31 – Using Three Point Trendlines for Buy & Sell Signals from 2019-10-03T05:44

QAV S01E30 – Tony Looks At Growth Stocks from 2019-09-28T13:55:57

QAV S01E29 – Tailwinds from 2019-09-19T11:24:27

QAV S01E28 – How To Structure A Portfolio from 2019-09-10T06:57:34

QAV S01E27 – Investing Tax Structures from 2019-09-05T01:29:09

QAV S01E26 – Reporting Season Frenzy! from 2019-08-29T06:54:26

QAV S01E25 – What to make of the US Bond Market? from 2019-08-22T04:12:54

QAV S01E24 – The “Good” Coal from 2019-08-15T22:24

QAV S01E23 – Beware The Black Swan from 2019-08-08T02:13:39

QAV S01E22 – Turning Into Gold from 2019-08-02T01:45:19

QAV S01E21 – Playing the Old Course at St Andrews from 2019-07-25T09:09:04

QAV S01E20 – How Fresh Is WOW? from 2019-07-19T03:37:06

QAV S01E19 – Ten Times Bigger (Austin Lieberman, Part 2) from 2019-07-11T02:30:37

QAV S01E18 – Winners Keep Winning (Austin Lieberman, Part 1) from 2019-07-03T03:37:40

QAV S01E17 – Matt Joass from 2019-06-25T10:00:15

QAV S01E16 – When To Exit An Old Portfolio from 2019-06-21T02:15:30

QAV S01E15 – When Should You Sell? from 2019-06-11T04:33:18

QAV S01E14 – How Shorting Works from 2019-06-07T04:41:49

QAV S01E13 – Alan Kohler from 2019-05-29T02:58:10

Our guest today is one of Australia’s most respected financial journalists – Alan Kohler. Tony has been a big fan of Alan’s work for decades and was as giddy as a K-Pop fan about getting Alan on th...

QAV S01E12 – Stanmore Coal from 2019-05-22T00:03:35

On this episode we’re talking about ethical investing, Bob Hawke, and, in our QAV Club episode, drilling down into the financials of Stanmore Coal. Stanmore Coal operates the Isaac Plains coking co...

QAV S01E11 – Joe Barberis from 2019-05-16T01:08:10

QAV S01E10 – Mitchell Services from 2019-05-07T06:12:46

Today we discuss the collapse of Apollo Tourism’s share price; the recent Berkshire Hathaway Annual General Meeting and Tony relates the time he attended the Berkshire AGM a few years ago; the trou...

QAV S01E09 – Myer Holdings from 2019-04-29T05:23:06

Myer Holdings (MYR) is an Australian department store group with a network of 62 stores across Australia. How does their company stack up to the QAV checklist? Listen and find out.

QAV S01E08 – Apollo Tourism & Leisure from 2019-04-18T01:21:39

QAV S01E07 – Predicting & Handling Downturns from 2019-04-11T03:32:11

QAV S01E06 – Tony On Index Funds from 2019-04-05T04:18:37

QAV S01E05 – The Sammartino Method from 2019-03-29T07:19:44

QAV S01E04 – Analysing Telstra from 2019-03-20T01:26:45

QAV S01E03 – Analysing BHP from 2019-03-15T04:54:37

QAV S01E02 – How He Does It from 2019-03-05T01:22:17

QAV S01E01 – Get Rich Slowly from 2019-02-21T07:26:55

Welcome to our new value investing podcast. My mate Tony is a very successful private investor. For the last 25 years, his share portfolio has, on average, doubled the performance of the stock mark...