QAV Blog

Invest­ing insights, pod­cast episodes, and mar­ket analy­sis.

TK Journal 2021-01-08

Jan 8, 2021 | ,

Tony’s first stock jour­nal for 2021! Hi every­one, I have changed the for­mu­la in the Mas­ter Spread­sheet that checks for a Bor­der­line Star Stock. In the past, the for­mu­la in Col­umn BJ award­ed Bor­der­line Star Growth Stocks a score of 1, it has been changed to 0.5.The new…

QAV S03E64 — 2020 Highlights

QAV S03E64 — 2020 Highlights

Jan 5, 2021 | ,

This is my high­light show for 2020. Obvi­ous­ly, from an invest­ing per­spec­tive, 2020 was all about how to han­dle Aus­trali­a’s first reces­sion in 30 years and a major mar­ket cor­rec­tion, so I’ve pulled togeth­er some of Tony’s com­ments on those sub­jects in the first half of the year. To fin­ish off the episode, I picked a cou­ple of clips of TK talk­ing about the mir­a­cle of com­pound­ing and why investors need to embrace volatil­i­ty.

QAV S03E63 — Damien Parker

QAV S03E63 — Damien Parker

Dec 28, 2020 | , ,

Our guest on our final episode for 2020 is QAV Club mem­ber Damien Park­er. He joined us recent­ly to chat about his invest­ing and busi­ness career. After a suc­cess­ful career in account­ing and a failed prop­er­ty devel­op­ment busi­ness, Damien bounced back to write 30 busi­ness programs/manuals which grossed $50 mil­lion — and cre­at­ed Pos­i­tive Busi­ness, the longest-run­n­ing newslet­ter to the small-medi­um busi­ness com­mu­ni­ty in Aus­tralia. On this episode he talks about his Busi­ness Lessons, why he put up his prices, and why he pro­vid­ed a 120% mon­ey-back guar­an­tee.

QAV CY2020 Wrap Up

Dec 23, 2020 | ,

Update 2021-01-04: The offi­cial end of CY num­bers are as fol­lows. QAV port­fo­lio was up 14.83%. XAOA was up 3.64%. So we out-per­formed the XAOA by near­ly 4X. QAV Club mem­bers can see the final fig­ures in our port­fo­lio on Google Sheets. Orig­i­nal post: It’s not quite the…

Anonymous Listener Testimonial

Dec 22, 2020 |

We got this email today from one of our QAV Club mem­bers. Dear Cam & Tony,Just a short note to wish you a Mer­ry Christ­mas and to thank you for the pod­cast this year.And a lit­tle tes­ti­mo­ni­al (feel free to use it anonymously):Now that we’re on top of our mort­gage,…

Why 15–20 Stocks Is All You Need

Dec 22, 2020 |

Tony noticed this arti­cle by Bob Desmond from Evans & Part­ners and thought I should share it with you. Excerpt: “…we pre­fer to con­struct a port­fo­lio of 10–15 high qual­i­ty busi­ness­es, whose earn­ings have a very good chance of grow­ing well ahead of infla­tion over…

QAV S03E62 — Don’t Judge The Fudge

Dec 22, 2020 | ,

Last week’s jump in HAW demon­strates why we don’t sell until some­thing hits the 3PTL. Would Tony buy still FMG today? What are the risks of buy­ing stocks with mar­gin loans? Can we fudge the COVID cough? Should we try to pre­dict the future? What about MLD’s cap­i­tal rais­ing? What hap­pened with MSV? All this and Day Of The Trif­fids on our last episode for 2020!

TK Journal 2020-12-21

Dec 21, 2020 | ,

Hi every­one, I have done a new down­load in prepa­ra­tion for our record­ing today. Here are the changes to be high­light­ed: Gas­coyne Resources (GCY) is added to the Man­u­al­ly Entered Data tab. How­ev­er, as it has a qual­i­fied audit, it does not get added to the Buy List.…

QAV S03E61 — Zombie Value Investing

Dec 15, 2020 | ,

Is val­ue invest­ing back? Yes, accord­ing to the same peo­ple who report­ed it was dead last year. On this week’s episode we talk about Tony’s “Stock Of The Year”, why we use dif­fer­ent Intrin­sic Val­ue cal­cu­la­tions, whether or not WBC is a buy, whether or not stock con­sol­i­da­tions are some­thing to wor­ry about, how Tony uses stop loss­es, whether or not we should only buy stocks with a sig­nif­i­cant direc­tor inter­est, how young investors should get start­ed, whether or not it’s bet­ter to buy a stock imme­di­ate­ly after it has crossed its BUY line, and how much Tony is guid­ed by the finan­cial press.

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