QAV Blog

Invest­ing insights, pod­cast episodes, and mar­ket analy­sis.

QAV S05E09 — Coat Lifters

QAV S05E09 — Coat Lifters

Mar 9, 2022 | , ,

War dri­ving demand for pre­cious met­als; how to gross up the sell price of a stock going ex-div­i­­dend; tech pipe dreams; new con­sen­sus tar­get date fil­ter; Denis con­tri­bu­tions; MML rev­enue drop and bad news; rebuy­ing a stock you’ve just sold; using EMA and SMA or “price change 1 month” to cal­cu­late a Josephine; is per­for­mance bet­ter over report­ing sea­son?

Transcript QAV 508

Mar 8, 2022 | ,

QAV 508  Cameron  00:02 Wel­come to QAV 508, TK. Are you doing bet­ter with age? Your t‑shirt says Tony  00:11 I’ve got my Mur­ray Broth­ers’ Bour­bon t‑shirt on. “It’s bet­ter with age,” exact­ly. Cameron  00:19 Your last day down at Cape Schanck today? Tony  00:22 Yes,…

Private School vs Investing

Mar 3, 2022 |

An inter­est­ing arti­cle just came out that asks the ques­tion: What’s bet­ter for your child — pri­vate school or index fund? Tony and QAV get a men­tion, talk­ing about how to get even bet­ter returns than an index fund.

QAV S05E08 — The Sound Of Cannon

QAV S05E08 — The Sound Of Cannon

Mar 2, 2022 | , ,

Mar­kets and War; bank rate increase; MWY bad results; Con­struc­tion col­lapse; Berkshire’s annu­al let­ter; GRR results; Port­fo­lio aver­age hold time; out­dat­ed con­sen­sus val­u­a­tions; is five year rel­a­tive strength impor­tant; cal­cu­lat­ing CAGR in Excel; red flag if DPR of greater than 100%.

QAV S05E07 — Overconfidence

QAV S05E07 — Overconfidence

Feb 23, 2022 | , ,

This week we’re talk­ing about Navexa port­fo­lio issues, over­con­fi­dence in investors, Murph resigns from Berk­shire, Berk­shire invests in a cryp­to bank, Munger’s recent Q&A, BFG’s mon­ey laun­der­ing prob­lems, HUM’s acqui­si­tion by LFS, CGF back on the buy list, S32 is Tony’s pulled pork, Ares buy­ing into GMA, FMG is a Josephine, and then we answer your ques­tions about Grantham’s bub­ble warn­ings, using trend lines to know when to can­cel a Josephine, the iron ore sell price, buy­ing stocks close to the sell line, using com­pa­ny mar­ket cap fig­ure rel­a­tive to Index Funds to deter­mine whether a com­pa­ny’s share price could be at risk of a near future increase or decrease, kiss­ing a few frogs to get a prince, hold­ing on just for the takeover pre­mi­um and FEX’s very low sell line.

Transcript QAV #506

Feb 22, 2022 | ,

QAV 506 Club Cameron  00:06 Wel­come back to QAV, TK. Episode 506. We’re record­ing on the 15th of Feb­ru­ary, 2022. Hap­py Valen­tine’s Day for yes­ter­day, Tony. Tony  00:18 Thank you, Cam. Hap­py Valen­tine’s Day to you. I’m in a sep­a­rate state to my wife so I sent her some…

QAV S05E06 — The Pendulum

QAV S05E06 — The Pendulum

Feb 16, 2022 | , ,

Cop­per is a buy again, why VUK’s audit it NOT qual­i­fied, ASX CEO resigns, the impact of petrol prices, port­fo­lio update, SGR has a qual­i­fied audit, NUF is the pulled pork, how to work with a stock you inher­it, why we have no cut-off for low Qual­i­ty scores, Tony’s aver­age hold­ing peri­od, Andrew’s slid­ing Rule 1.

Transcript QAV 505

Feb 15, 2022 | ,

QAV 505 Club  Cameron  00:17 Wel­come back to QAV. I think this is episode 505. We’re record­ing this Tues­day the 8th of Feb­ru­ary, 2022. It’s my wife’s 43rd birth­day today, so I’d like to wish her a hap­py birth­day even though she does­n’t lis­ten to this or any of my…

QAV S05E05 — Scientific Fiddling

QAV S05E05 — Scientific Fiddling

Feb 9, 2022 | , ,

As we’re joined by spe­cial guest Tay­lor Reil­ly, we talk about flat­u­lent labels, redefin­ing how a stock comes out of being a Josephine, our port­fo­lio per­for­mance for the FY, a pulled pork on CCP, Green­blatt and LEAPS, when to sell after a 3PTL breach, should MAM be on the list, what to do with stocks we get from a demerg­er, what to do with MXI, more about prop­er­ty v shares, and and whether or not we need to check for a qual­i­fied audit if it’s an ASX200/300 com­pa­ny.

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