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”.

Ethics in Value Investing

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...
The Wuhan Black Swan

The Wuhan Black Swan

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...

S02E04 – Rudi’s Super Stocks

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.

How To Use A Three Point Trend Line

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...

Common Sense And Integrity

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...