QAV Blog
Investing insights, podcast episodes, and market analysis.
QAV S01E10 — Mitchell Services
Today we discuss the collapse of Apollo Tourism’s share price; the recent Berkshire Hathaway Annual General Meeting and Tony relates the time he attended the Berkshire AGM a few years ago; the trouble with bank shares at the moment; and then we analyse this week’s stock, Mitchell Services (MSV).
QAV S01E09 — Myer Holdings
Myer Holdings (MYR) is an Australian department store group with a network of 62 stores across Australia. How does their company stack up to the QAV checklist? Listen and find out.
QAV S01E08 — Apollo Tourism & Leisure
Apollo Tourism & Leisure is a multi-national company focused on manufacturing, rental, sales and distribution of a range of RVs including motorhomes, campervans and caravans. How does their company stack up to the QAV checklist?
QAV S01E07 — Predicting & Handling Downturns
What is a “yield curve inversion” and how does it factor into warnings of a possible downturn? How does he change his investing during a downturn? Find out answers on this episode!
QAV S01E06 — Tony On Index Funds
Tony reflects and expands on a couple of ideas that came out on last week’s show with Steve Sammartino, including investing in index funds.
QAV S01E05 — The Sammartino Method
Steve Sammartino is another old friend of Cameron’s. He is also a successful sharemarket investor, with 25+ years experience, although his strategy is a little different and much less hands-on than Tony’s. Steve is also an author, futurist, consultant and speaker. On this podcast we talk with Steve about investing in index funds. Steve used index funds to make himself financially independent in his 30’s.
QAV S01E04 — Analysing Telstra
Telstra is Australia’s largest telco. How does it look inside Tony’s QAV value investing worksheet? Listen and find out. You can find key financial metrics on Telstra’s website or on Reuter’s Telstra page.
QAV S01E03 — Analysing BHP
BHP is one of Australia’s largest and oldest companies. As our first real life example, on this episode runs BHP’s latest financials through his QAV value investing worksheet. How does it come out? Listen and find out.
QAV S01E02 — How He Does It
On this episode of our value investing podcast, Tony explains how he consistently beats the market by using a custom-built checklist. He walks me through the metrics he pays attention to – and why.