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QAV Blog

Invest­ing insights, pod­cast episodes, and mar­ket analy­sis.

QAV S03E02 — Sit On ‘Em

Back to answer­ing your ques­tions today, includ­ing top­ics about lever­ag­ing your port­fo­lio, replac­ing Stock Doc­tor with anoth­er data source, ban­ning short-sell­ing, invest­ing in REITs, how to pri­ori­tise the watch list, and just gen­er­al­ly when to buy back in. Tony’s basic…

QAV S03E01 — Intro To QAV

As it’s been a year since we record­ed our “intro­duc­tion to QAV” episodes, a cou­ple of our lis­ten­ers sug­gest­ed it would be a good idea to re-record them, now that we’re much smoother on the mic. So we present — QAV Reboot. We intro­duce our­selves and the QAV sys­tem of…

QAV S02E11 — Dead Cat Bounce

While Fri­day brought a dead cat bounce, Tony thinks the cor­rec­tion is just get­ting start­ed. He says we’re yet to see the impact of the com­ing cred­it crunch. We answer a ques­tion about whether or not Tony invests for the pur­pose of liv­ing off the div­i­dend income, and in…

QAV S02E10 — Nothing Changes

Tons of ques­tions this week from club mem­bers about how to invest dur­ing a mar­ket cor­rec­tion. And as the mar­ket is still in free fall, we don’t both­er with a stock analy­sis. So we just spend 90 min­utes answer­ing your excel­lent ques­tions.

QAV S02E09 — Tony’s Close Shave

“Be fear­ful when oth­ers are greedy and greedy when oth­ers are fear­ful.” — War­ren Buf­fett Yes, the mar­ket is in freefall — but that’s great for dis­ci­plined val­ue investors. As Tony explains on this week’s episode, large mar­ket down­turns hap­pen once every five-sev­en…

QAV S02E08 Tony’s Mankini

Tony talks about the UNV offer and why we sold it last week and CSV’s recent acqui­si­tion, which took it out of our port­fo­lio. To answer a ques­tion from QAV Club mem­ber Nick B, we also talk more about when and why Tony will exit a stock. Our Stock Of The Week is AQG,…

QAV S02E07 The Shoe Salesman

​Steven Mabb is our guest on the show today. He’s a recent QAV Club sub­scriber but has been a full time investor for the last cou­ple of years, since exit­ing a very suc­cess­ful footwear business.He and Tony com­pare notes about invest­ing in Inter­na­tion­al ETFs, why buy­ing…

QAV S02E06 — The Iceman

Our port­fo­lio con­tin­ues to take a hit from COVID-19. But Tony is as calm as a zen mas­ter. He’s the ICEMAN. We talk about the cor­rup­tion alle­ga­tions against HZN and changes to CIA’s list­ing. Our stock of the week is MFD.

Ethics in Value Investing

I attend­ed my first meet­ing of the Bris­bane chap­ter of the Aus­tralian Share­hold­ers Asso­ci­a­tion today and heard a fas­ci­nat­ing talk by Karen McLeod from Eth­i­cal Invest­ment Advis­ers. Her pre­sen­ta­tion was most­ly mak­ing the case that investors can and should look for stocks…

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