QAV Blog

Invest­ing insights, pod­cast episodes, and mar­ket analy­sis.

Transcript QAV #504

Feb 8, 2022 | ,

QAV 504 Club Cameron  00:06 Wel­come to Bird Nois­es by Mid­night Oil. Great album. “When the Gen­er­als talk. You bet­ta lis­ten to him.” I don’t know if that was on that album. Tony  00:20 No that’s much lat­er. Cameron  00:22 Oh okay. How are you, TK? Tony  00:24 I’m good.…

QAV S05E04 — Carry A Towel

QAV S05E04 — Carry A Towel

Feb 2, 2022 | , ,

Jam packed show this week! Los­ing mon­ey is one thing, los­ing your nerve is every­thing ; Iron ore hits $150/ton; CCP results are out, Stock price up 7% over last 2 days; ASX200 down 6.3% for Jan­u­ary; How to cal­cu­late the Gold price; Stock of the week WLD; hos­tile takeover of IMA; invest­ing dur­ing report­ing sea­son; the Fed put; re-buy­ing recent sells; fudg­ing 3PTL sells; Josephine charts; “A” grade com­pa­nies aren’t “A” grade stocks; con­cen­trat­ing port­fo­lio when there’s noth­ing to buy; using LEAPs; trad­ing halts; Cop­per com­pa­nies churn­ing out cash; 3PTLs for WAF; BHP’s demerg­er; Rule no.1, should it be applied to a hold­ing as a whole (aver­age price) or to indi­vid­ual parcels?

Transcript #503

Feb 1, 2022 | ,

QAV 503 Club Cameron  00:06 Wel­come back to QAV 503, TK. This is the, what day is it today? Tues­day the 25th of Jan­u­ary, 2022. And the mar­ket is melt­ing down. It’s like the Wicked Witch of the West. It’s “I’m melt­ing! I’m melt­ing!” Tony  00:29 Yeah, and I’ll tell you…

QAV S05E03 — Frogger

QAV S05E03 — Frogger

Jan 26, 2022 | , ,

Talk­ing about the cur­rent mar­ket volatil­i­ty, and whether or not we should wait it out and go to cash; we dis­cuss recent arti­cles talk­ing about “invest­ing” in tech stocks and cryp­to; deep dive on RIO; explain how the Bank Bill Swap Rate works; whether or not new investors should wait until the end of report­ing sea­son; get­ting back to the ‘Buy Fol­lows Sell’ rule and how it applies to CBA; pos­si­ble rea­sons why KRM has gone up and MQG has gone down; and the chal­lenges in plac­ing orders at mar­ket val­ue.

Transcript QAV #502

Jan 25, 2022 | ,

QAV 502 Club Cameron  00:07 Wel­come back to QAV, TK. Tony  00:09 Hey Cam. Cameron  00:09 Con­grat­u­la­tions. Tony  00:11 Thank you. Cameron  00:11 Let me start with that. Tony  00:12 Yeah, Mag­ic Mil­lions. It’s been a big week. Cameron  00:15 What’s bet­ter, like, a horse…

QAV S05E02 — Howard Loses Marks

QAV S05E02 — Howard Loses Marks

Jan 19, 2022 | , ,

On this episode we talk about MYR becom­ing a sell; Tony’s prob­lems with Howard Marks’ lat­est memo; the new AF sheet; and our stocks of the week, includ­ing Tony’s pulled pork on BPT.
In the club episode we answer ques­tions about using West Texas v Brent Crude, using Mar­tin Roth’s Top Stock book, pay­ing atten­tion to announce­ments dur­ing con­fes­sion sea­son, and what impact inter­est rate ris­es might have on QAV in the com­ing months.

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