Most of what passes for investing wisdom gets repeated because it sounds right, not because anyone checked.
Every Friday I take one of those ideas and check it. Diversification protects you. Volatility is risk. Buy what you know. Index funds always win. Gold is a safe haven. Some of them survive. Most don’t.
The checking is done with QAV, the rules-based value investing system Tony Kynaston spent decades building. We’ve been running it as a public ASX portfolio since 2019 and we publish every trade with a timestamp, so you can check our working too.

The Destroyer of Moats
2026-10-23
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The Naked Rhino
2026-10-16
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What Happens When Intelligence Gets Cheap?
2026-10-09
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Smarter Than Newton
2026-10-02
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Actions Speak Much Louder Than Words
2026-09-25
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Lucky Smart
2026-09-18
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INVESTING AT THE SPEED OF LIGHT
2026-09-11
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Success is about willpower
2026-09-04
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The Myth: Success in Investing is about Picking Winners
2026-08-28
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Works Both Ways
2026-08-21
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The Cobra Effect in Investing
2026-08-14
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“Count the ANDs”
2026-08-07
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“Don’t Overthink The Form Guide”
2026-07-31
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“No One Ever Went Broke Taking A Profit”
2026-07-24
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Be Like Water
2026-07-17
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You Don’t Get Dealt Blackjack Every Hand
2026-07-10
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Misery Loves Company
2026-07-03
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“No Risk, No Reward”
2026-06-26
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28 TRILLION DOLLARS!
2026-06-19
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The Fast and the Strong
2026-06-12
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The Asymmetry of Ruin
2026-06-05
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The Macro Myth
2026-05-29
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Microsoft 1999 — Great Business, Terrible Investment
2026-05-22
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“Investing Should Be Gamified”
2026-05-15
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