by Cameron Reilly | Feb 19, 2020 | Investing Podcast, Podcast Episodes
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”.
by Cameron Reilly | Feb 14, 2020 | Investing Podcast, Podcast Episodes
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.
by Cameron Reilly | Feb 12, 2020 | Blog
I attended my first meeting of the Brisbane chapter of the Australian Shareholders Association today and heard a fascinating talk by Karen McLeod from Ethical Investment Advisers. Her presentation was mostly making the case that investors can and should look for...
by Cameron Reilly | Feb 11, 2020 | Blog, Videos
One of our Club members recently asked me to produce a detailed walkthrough of the QAV Checklist in action. Great idea! This is from the episode S02E06. Club members can login to watch the video below.
by Cameron Reilly | Feb 5, 2020 | Blog, Videos
Some listeners asked me to demonstrate how the three-point trend line would work in a more complicated chart. This time I’m using the current chart for KOV, the stock we analysed on this week’s podcast.
by Cameron Reilly | Feb 5, 2020 | Investing Podcast, Podcast Episodes
Tony discusses his portfolio management strategy during a downturn like the Wuhan Black Swan that is currently going on. He also answers some listener questions about having a small portfolio and debt-to-equity ratios. Our stock of the week is Korvest (KOV).
by Cameron Reilly | Feb 5, 2020 | Blog
The recent ASX downturn has made me think of the interview we did with Roger Montgomery last year where he predicted that the next downturn would be caused by a “black swan”, something you never expect and therefore can’t predict. You can only...
by Cameron Reilly | Jan 31, 2020 | Investing Podcast, Podcast Episodes
This week we’re joined by Rudy Filapek-Vandyck from fnarena.com. He explains his “super stock” or “all-weather performer” investing strategy. In the QAV Club extended episode, Tony discusses the effect the Wuhan virus has had on the ASX and our portfolio this week, the latest results from CCP, and we break down the financials of AMI.
by Cameron Reilly | Jan 28, 2020 | Blog, Videos
One of the most common questions we get from new listeners is how to use the three point trend line. The three point trend line is how Tony decides when to buy and when to sell. It’s a little tricky to communicate over a podcast. It needs a visual guide. So I...
by Cameron Reilly | Jan 24, 2020 | Blog, Clips
Here’s another video I liked recently. This guy invested in Warren Buffett’s Berkshire Hathaway very early on, when he could buy shares for a few hundreds bucks, and talks about why he trusted Warren. He says he liked Warren’s “common sense and...
