QAV Blog
Investing insights, podcast episodes, and market analysis.
QAV S01E19 — Ten Times Bigger (Austin Lieberman, Part 2)
This episode contains the second part of our interview with Austin LIeberman, a private investor in Florida, who has been achieving remarkable returns on his portfolio over the last 4–5 years, as we try to understand his methodology. On this episode Austin tells us he tries to only invest in companies he can imagine being ten times bigger than they are today.
Our stock of the week is Tony’s old employer, the Coles Group (COL).
QAV S01E18 — Winners Keep Winning (Austin Lieberman, Part 1)
This episode contains the first part of our interview with Austin LIeberman, a private investor in Florida, who has been achieving remarkable returns on his portfolio over the last 4–5 years, as we try to understand his methodology. Our stock of the week is Afterpay (APT).
QAV S01E17 — Matt Joass
Matt Joass joins us today for a fun talk about his own investing strategy, particularly how to assess the opportunity of high growth stocks. Matt is the former portfolio manager for Motley Fool Pro in Australia, former co-host of the now defunct Three Wise Monkeys podcast, and is currently a private investor. Follow him at mattjoass.com.
QAV S01E16 — When To Exit An Old Portfolio
Tony talks about when you should exit a portfolio you may have bought before you started your QAV analysis. And our stock of the week is Rand Mining (RND), a gold mining operation in WA.
QAV S01E15 — When Should You Sell?
Today we’re talking about when you should sell a stock that has passed the checklist. And our stock of the week is Vocus (VOC). A vertically integrated telecommunications provider, operating in the Australian and New Zealand markets.
QAV S01E14 — How Shorting Works
On this episode, we talk about the RBA dropping interest rates and other signs the economy is weakening and what that means for investing. We also talk about how shorting the market works as an investment tool. And our stock of the week is Eclipx, a vehicle leasing company that has recently had a bump to its price.
QAV S01E13 — Alan Kohler
Our guest today is one of Australia’s most respected financial journalists – Alan Kohler. Tony has been a big fan of Alan’s work for decades and was as giddy as a K‑Pop fan about getting Alan on the show. Alan gave us his thoughts on the economy, unemployment, internet stocks, lying CEOs, and his role with the Australian Indigenous Education Foundation.
QAV S01E12 — Stanmore Coal
On this episode we’re talking about ethical investing, Bob Hawke, and, in our QAV Club episode, drilling down into the financials of Stanmore Coal. Stanmore Coal operates the Isaac Plains coking coal mine in Queensland’s prime Bowen Basin region.
QAV S01E11 — Joe Barberis
Our guest today is Tony’s friend Joe Barberis. Joe’s had a high powered corporate career, including stints as the MD of Officeworks and Coles Express, as well as running Shell Australia. Today he’s talking to us about his investment strategies, as well as his thoughts on the future of retail and energy markets in Australia… and corporate psychopaths.