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 mergers and acquisitions can be a signal of late market cycle behaviour. Why FMG’s huge dividend payout is a signal of things changing with the company. RIO’s results in Stock Doctor. How Tony updates his scorecard in the early stages of reporting season. His pulled pork this week is CCV. How to calculate the performance of a portfolio with a lot of capital in and out flows. And the idea of adding ROE>20% as an item to the checklist.

Transcript available here. 


QAV 729 – The Trump Bump

In this episode of the QAV podcast, hosts Tony Kynaston and Cameron Reilly are discussing a record-high in the All Ordinaries index spurred by the ‘Trump bump’, Aussie Broadband’s sudden dive (ABB), portfolio results, more FY survey results, MLX‘s bump, the Shipping Crisis, thoughts about integrating “Buyback Yield” into the checklist, and Tony breaks down the history and market stance of Elders Limited (ELD) in a detailed ‘pulled pork’ segment. They also explore the Apple Vision Pro’s new features and its future alongside immersive tech like Oculus Rift, then shift to the political scene with discussions on Trump’s influence on global conflicts. The conversations touch on AI, Elon Musk’s ventures like Neuralink and SpaceX, horse racing updates, book recommendations, and reviews of ‘Better Call Saul’ and Tom Cruise films.

QAV 728 – Fixing The U.S. Checklist

In this episode of the QAV podcast, Tony Kynaston and Cameron Reilly discuss the necessary improvements and changes to their US portfolio, including updates to their buying checklist and new financial metrics. Tony does a pulled pork on the U.S. company Willis Lease Finance Corporation (WLFC). In Australian news, they delve into market news affecting coal and iron ore prices and cover some more member survey results ad TK updates us on his Rich List Portfolio . IN after hours, they talk about Tasmania’s MONA art gallery and reflect on AI’s future, drawing from insights by Elon Musk and Bill Gates, indoor golf simulators compared to real-life golfing, and their upcoming demo of the Apple Vision Pro, speculating on technology’s impact on real-life experiences.



  1. Transcript for #431 | QAV Investing Podcast - […] QAV 431 Club […]

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