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QAV Blog

Invest­ing insights, pod­cast episodes, and mar­ket analy­sis.

QAV S03E13 — Alex Hay from EL&C Baillieu

Alex Hay is a part­ner at broking firm EL&C Bail­lieu. He has been Tony’s stock bro­ker for 25+ years. Alex joined us recent­ly to chat about the ser­vices firms like his pro­vide, his rela­tion­ship with Tony, and what he thinks might hap­pen in the mar­ket over the next 6–12…

QAV S03E12 — Buy Line Follows The Sell Line

We talk about the recent Berk­shire Hath­away AGM, Tony “mus­es” about buy­ing NAB with­out wait­ing for pos­i­tive sen­ti­ment (shock! hor­ror!), dis­cuss­es some new the­o­ries about using Stock Doc­tor fil­ters, and then he answers a ton of your ques­tions about — pyra­mid­ing -…

QAV S03E11 — Sydney Superinvestors

We’re joined by two young val­ue investors, Jack­son Lee and Ricky Yeo from the Syd­ney Super­in­vestors meet­up, who talk about how they man­age their port­fo­lios and what they con­sid­er to be their hot tips of good val­ue stocks.

Value v Growth: Good Companies vs Good Investments

From the desk of Tony Kynas­ton: In yes­ter­days QAV pod­cast [episode 310] I men­tioned that there is a dif­fer­ence between find­ing a good com­pa­ny and find­ing a good invest­ment. This fol­lowed on from a con­ver­sa­tion we had with Jack­son and Ricky from the Syd­ney…

QAV S03E10 — Play By The Rules

Today we answer your ques­tions about why we’re buy­ing back into the mar­ket even though Tony has doubts over the recov­ery — how we account for the qual­i­ty of man­age­ment in our analy­sis — how much atten­tion Tony pays to vol­ume of shares trad­ed — Stock Doc­tor’s “Price to…

Tony’s First Year

In this video, Tony talks about his first year as an investor 25 years ago, the mis­takes he made — and how much he lost. He decid­ed he had to come up with a sci­en­tif­ic invest­ing sys­tem based on real expe­ri­ence.

The Rightmost Peak

I got stuck again try­ing to draw the right three-point trend line to deter­mine the buy sig­nal for MTO today and TK gave me some new word­ing that pro­vid­ed more clar­i­ty. He said: “draw a buy line from the high­est point to the right­most peak”. I was pre­vi­ous­ly draw­ing the…

Importing Stock Doctor into our Investing Analysis Checklist

When you’re a val­ue investor try­ing to invest in shares dur­ing times of great upheaval (like, say, a pan­dem­ic), you’ll want to be able to review lots of shares quick­ly for val­ue and qual­i­ty met­rics. So I’ve been work­ing on a new ver­sion of our QAV invest­ing analy­sis…

QAV S03E09 — Chris Tate

Chris Tate from Talk­ing Trad­ing and The Trad­ing Game joins us today to talk about his approach to invest­ing, futures trad­ing and tur­tle trad­ing. Then we answer some lis­ten­er ques­tions about whether or not the mar­ket has priced in the com­ing eco­nom­ic car­nage.

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