QAV Blog

Invest­ing insights, pod­cast episodes, and mar­ket analy­sis.

How To Use A Three Point Trend Line

Jan 28, 2020 | ,

One of the most com­mon ques­tions we get from new lis­ten­ers is how to use the three point trend line (aka 3PTL). 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…

Common Sense And Integrity

Jan 24, 2020 | ,

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…

A Rare Chat With Buffett’s Son and Grandson

Jan 24, 2020 | ,

I enjoyed watch­ing this short 2013 inter­view with War­ren Buf­fett, his son Howard, and grand­son. They talk about their char­i­ta­ble endeav­ours, War­ren’s vision for what will hap­pen to Berk­shire Hath­away when he dies, and wealth inequal­i­ty in the USA.

QAV S02E03 — Confession Season 2020

Jan 23, 2020 | ,

As we’re into “con­fes­sion sea­son” and have “report­ing sea­son” rapid­ly approach­ing, Tony shares some of the details of the filters/alerts he uses in Stock Doc­tor to find oppor­tu­ni­ties. He also answers a lis­ten­er ques­tion about the ben­e­fits of using free cash flow ver­sus oper­at­ing cash flow.

Our stock of the week is CIA — Cham­pi­on Iron.

How To Survive A Market Crash

How To Survive A Market Crash

Jan 14, 2020 |

There are plen­ty of intel­li­gent and informed peo­ple, much smarter than I, who are pre­dict­ing a sig­nif­i­cant slow down in the glob­al econ­o­my dur­ing 2020, which could lead to a crash in the Aus­tralian share mar­ket. While I don’t pre­tend to be an econ­o­mist, nor do I care to try to pre­dict the future, I acknowl­edge that the peo­ple who are pre­dict­ing a crash might be cor­rect. If I’ve learned any­thing over the years, it’s that the mar­ket goes in cycles and that the job of the seri­ous investor isn’t to pre­dict them, but to know how to play through them.

QAV S02E01 — Time In The Market

Jan 10, 2020 | ,

Sea­son Two of our invest­ing pod­cast!! We look at our port­fo­lio’s month end report and how it com­pared to the All Ords Total Return index and answer ques­tions from Club Mem­ber Mike L about the accu­ra­cy of future pre­dic­tions. Then we talk about com­modi­ties trend lines as a source of com­fort when invest­ing in coal, and our analy­sis this week is GRR.

S01E44 — Bravo Hertz

Jan 2, 2020 | , ,

Our guest this week is lis­ten­er Andre Bra­vo, a Cana­di­an who has a Mas­ters in Applied Com­pu­ta­tion­al Eco­nom­ics and works in the weed indus­try. Oh NOW I have your atten­tion! Andre joined us this week to talk about the app he has writ­ten to speed up his own QAV analy­sis, and then we get his help to analyse our first US stock — Hertz (HTZ.N). It’s an inter­est­ing one because we could­n’t use our usu­al tools and had to resort to pulling up num­bers man­u­al­ly. The basic les­son is that the check­list can be used to analyse US stocks. Andre also asks a few real­ly great ques­tions about how Tony uses the check­list and gave a refresh­er course how on to sim­u­late Stock Doc­tor’s finan­cial strength rat­ing using oth­er sources of data. Thanks for all of your sup­port this year! We hope you learned a lot and are feel­ing more con­fi­dent in your abil­i­ty to analyse stocks. We’ll be back next week with Sea­son Two of our invest­ing pod­cast!

Value Investing Like Warren Buffett

Dec 31, 2019 |

The prin­ci­ples of val­ue invest­ing (the dis­ci­pline fol­lowed by some of the world’s most suc­cess­ful investors such as War­ren Buf­fett) aren’t dif­fi­cult to under­stand.

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