Season 1, Episode 2
How He Does It
On this episode of our value investing podcast, Tony explains how he consistently beats the market by using a custom-built checklist. He walks me through the metrics he pays attention to – and why.
Tony explains the fairly short list of financial metrics that he pays attention to (see the QAV worksheet). These help him tell if the company’s shares offer a high enough quality at a price that he thinks is going to achieve the kind of return he wants to make. Out of the ~2500 companies on the ASX, he believes only a very small number pass even his first hurdle. Value investing is all about finding the handful of high quality companies whose shares are going cheap.
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QAV 737 – FEAR & GREED
In this episode, Tony and Cam discuss recent commodity declines and a gold price surge and what it all means, as well as recent Brettalator issues and portfolio updates. Tony reads from ‘What Works on Wall Street’ talking about how value investing sustains through market bubbles.
The ‘Pulled Pork’ segment features Cash Converters, analysing its business model, regulatory impact and growth potential. a big punt
In After Hours, they also discuss low-budget films, William Shatner’s intense role in ‘The Intruder,’ and Nick Cave’s new album ‘Wild God.’ The conversation shifts to Allan Lichtman’s election predictions, Lachlan Murdoch, and a Brett Whiteley art exhibition.
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