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QAV Blog

Invest­ing insights, pod­cast episodes, and mar­ket analy­sis.

Getting Started Guide Now Available

This week I pub­lished the first draft of our new QAV Get­ting Start­ed Guide. It’s 26 pages long and breaks down the check­list step-by-step. It con­tains a lot of the basic think­ing behind Tony’s val­ue invest­ing sys­tem. You can find it on our Club Mem­ber Resources page.…

QAV S03E08 — The Family Jewels

How are Aus­trali­a’s two mil­lion small busi­ness­es cop­ing with the lock­down? Is the gov­ern­ment stim­u­lus help­ing? What will hap­pen to them on the oth­er side of the cri­sis? To help us get our heads around these ques­tions, we’re joined today by Kane Kelfkens, own­er of The…

Notes from Australian Foundation Investments

Tony says: I attend­ed a Skype con­fer­ence call put on by my bro­ker today with the Man­age­ment team from Aus­tralian Foun­da­tion Invest­ments (AFI), a large List­ed Invest­ment Com­pa­ny. Here are my notes: — They are big hold­ers in the banks and think that div­i­dends will be…

QAV S03E07 — Beliefonomics

Mark Jones is an old friend of Cameron’s, CEO of Syd­ney PR and mar­ket­ing firm Fil­tered Media, and author of the new book about cor­po­rate sto­ry­telling, “Belie­fo­nom­ics”. Tony and Cameron caught up with him in Syd­ney recent­ly for a chat.

Using A Three-Point Trend Line

You don’t have to be a dum­my to be con­fused about using the three-point trend line. After a year of lis­ten­ing to Tony talk about it, I still have trou­ble artic­u­lat­ing it clear­ly.

QAV S03E06 — Listen To The Numbers

Tony walks us through his deci­sion to buy some STO shares last week (as per the email we sent to QAV Club mem­bers on Fri­day). Tony then answers some mem­ber ques­tions about Stan­more Coal, how list­ed invest­ment vehi­cles lend them­selves to QAV analy­sis, the KMT rights…

QAV S03E04 — The Five Stages Of Grief

Tony thinks the mar­ket is going through the “five stages of grief” and we debate which stage we are up to. He also talks about the “Cop­pock Curve” which sug­gests mar­kets, like peo­ple, go through peri­ods of mourn­ing. Then we answer some of your ques­tions about: the best…

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