QAV Blog

Invest­ing insights, pod­cast episodes, and mar­ket analy­sis.

QAV S01E35 — The Gambler

Oct 31, 2019 |

I found myself lis­ten­ing to Ken­ny Rogers’ The Gam­bler recent­ly (one of my dad’s favourite songs when I was a kid) and it made me think of this week’s show.

“You got­ta know when to hold ’em;
Know when to fold ’em.
Know when to walk away;
Know when to run.”

This week we have a lot of ques­tions from club mem­bers about when to sell and three-point trend­lines. We also talk about Tony’s horse that ran in the Cox Plate and why the check­list does­n’t have a debt-to-equi­­ty data point.

Our stock analy­sis this week is KSL — Kina Secu­ri­ties. 

QAV S01E34 — Buffettology

Oct 25, 2019 |

This week on the show, The Val­ue Invest­ing Guru and Cameron talk about some dif­fi­cul­ties get­ting Share Analy­sis to do what we want; a new analy­sis tool called Quick­FS; sto­ries about War­ren Buf­fett; Cameron’s grow­ing pas­sion around QAV; changes to our port­fo­lio involv­ing Apol­lo Tourism and Stan­more Coal; and in our deep dive analy­sis this week we look at Mas­termyne.

QAV S01E33 — Share Analysis Deep Dive

Oct 18, 2019 |

This week we have a guest – Cameron Brit­ten from Share Analy­sis. As long­time lis­ten­ers will be aware, Tony’s a big fan of sev­er­al online tools and Share Analy­sis has been one of those for many years. They had a recent “re-plat­­for­m­ing” event which took the ser­vice down for a few months. But they are back and we invit­ed Cameron on to talk a lit­tle about the his­to­ry and the future of the ser­vice. He also let us know that they are cur­rent­ly run­ning an extend­ed free tri­al ser­vice, so if aren’t already a mem­ber, jump over to their web­site and sign up today. Ser­vices like this make val­ue invest­ing much eas­i­er than it was back in the ear­ly days of Berk­shire Hath­away and Ben­jamin Gra­ham.

QAV S01E32 — Turning Japanese

Oct 10, 2019 |

On this episode we debunk more claims about the death of val­ue invest­ing and how it relates to the “Japan­i­fi­ca­tion” of the econ­o­my; I come up with a new nick­name for Tony; And we answer a lis­ten­er ques­tion about how quick­ly he invests new funds.

Our stock analy­sis of the week is the diver­si­fied leather man­u­fac­tur­er SCHAFFER CORPORATION (SFC).

QAV S01E30 — Tony Looks At Growth Stocks

Sep 28, 2019 |

Don’t be shocked! On this week’s episode of QAV, Tony has some new insights into ways to analyse growth stocks using the check­list and Cameron has to pick him­self up off the floor. In our analy­sis sec­tion for pre­mi­um mem­bers, we look at FMG, Fortes­cue Met­als Group.

QAV S01E29 — Tailwinds

Sep 19, 2019 |

This week we’re answer­ing a num­ber of lis­ten­er ques­tions, includ­ing one about how much atten­tion Tony pays to “tail­winds” or macro fac­tors affect­ing an indus­try or the econ­o­my. We also talk about how Tony deals with red flags in com­pa­nies he has invest­ed in, and he talks about some mis­takes he has made recent­ly. In our Club edi­tion, we analyse Stan­more Coal again (we did it ear­li­er this year) and take our time to explain some of the check­list columns in more detail. And Tony reveals what he wears when he mops the kitchen floor!

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