Season 2, Episode 9

  Tony’s Close Shave

“Be fearful when others are greedy and greedy when others are fearful.” – Warren Buffett Yes, the market is in freefall – but that’s great for disciplined value investors. As Tony explains on this week’s episode, large market downturns happen once every five-seven years, and it’s in the rebounds that the best investors make big moves. He talks more about how he uses the three point trend line during downturns and we discuss some of our favourite snippets from this year’s Berkshire Hathaway Chairman’s newsletter. Our stock of the week is SSG, Shaver Shop Group.  
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IF YOU WANT TO GET THE MOST OUT OF THE SHOW & LISTEN TO A MULTI-MILLIONAIRE INVESTOR TALK TO YOU ABOUT HOW HE THINKS ABOUT STOCKS FOR A FULL HOUR EVERY WEEK….

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Related

QAV S04E18 – The Trivia King

This week we recorded while I was staying with Tony down at Cape Schanck! We talked about the collapse of BPT, why ATL is our SOTW,  the highlights of the Berkshire Hathaway 2021 AGM, the importance of price to cashflow in our checklist, Stock Doctor’s coverage of A2 Milk, why companies issue new shares at a steep discount, MML’s 3PTL buy line, gold miners and market cycles, why BOQ dropped off the buy list, and then I get Tony to tell the story about how he bought his Cape Schanck property 22 years ago using his winnings from winning trivia competitions on TV and radio. Finally, I passed the microphone around after our QAV Club dinner in Melbourne and asked the folks there to talk about what they have learned from the podcast. 

QAV S04E17 – The Fourth Law of Motion

On this episode, we talk about our portfolio performance, SOTW, Colin Nicholson’s three market stages, Jack Bogle’s fourth law of motion, if SSG is a sell, the value of private banking, the idea of using increasing equity per share, and investing in Early Stage Innovation Companies.

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