Season 1, Episode 13

 Alan Kohler  

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 the show. Alan gave us his thoughts on the economy, unemployment, internet stocks, lying CEOs, and his role with the Australian Indigenous Education Foundation. You can follow Alan on The Constant Investor and on Twitter

Alan Kohler podcast

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S02E07 The Shoe Salesman

​Steven Mabb is our guest on the show today. He’s a recent QAV Club subscriber but has been a full time investor for the last couple of years, since exiting a very successful footwear business.He and Tony compare notes about investing in International ETFs, why buying stock #201 is a good strategy, neobanks, shareholder associations, and cheap brokerage versus using a full service broker.In our Club edition, our stock of the week is BPT (again). And we answer a question from Ange about what qualifies as a ‘recent positive upturn’. We also talk again about the decline of our portfolio in recent weeks due to the COVID-19 panic. Tony reminds us about Warren Buffett’s story about “Mr Market”.

S02E06 – The Iceman

Our portfolio continues to take a hit from COVID-19.  But Tony is as calm as a zen master. He’s the ICEMAN. We talk about the corruption allegations against HZN and changes to CIA’s listing. Our stock of the week is MFD.

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  1. Learning Value Investing - cameronreilly.com - […] we talk about on the podcast. We’ve had some pretty impressive folks on the show, including Alan Kohler and…
  2. Is value investing really dead? - QAV Podcast - […] the value cynics are right and this time it’s different, as Alan Kohler also suggested when he was on our…

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