Skip to content

Blog

QAV Blog

Invest­ing insights, pod­cast episodes, and mar­ket analy­sis.

QAV S02E02 — The Property Equation

Tony answers some ques­tions from lis­ten­er Jamie in Perth about bal­ance between prop­er­ty and shares. He also talks about a cou­ple of invest­ing books he’s been read­ing, and in our Club edi­tion we analyse BSL — Bluescope Steel.

How To Survive A Market Crash

There are plen­ty of intel­li­gent and informed peo­ple, much smarter than I, who are pre­dict­ing a sig­nif­i­cant slow down in the glob­al econ­o­my dur­ing 2020, which could lead to a crash in the Aus­tralian share mar­ket. While I don’t pre­tend to be an econ­o­mist, nor do I care…

QAV S02E01 — Time In The Market

Sea­son Two of our invest­ing pod­cast!! We look at our port­fo­lio’s month end report and how it com­pared to the All Ords Total Return index and answer ques­tions from Club Mem­ber Mike L about the accu­ra­cy of future pre­dic­tions. Then we talk about com­modi­ties trend lines as…

S01E44 — Bravo Hertz

Our guest this week is lis­ten­er Andre Bra­vo, a Cana­di­an who has a Mas­ters in Applied Com­pu­ta­tion­al Eco­nom­ics and works in the weed indus­try. Oh NOW I have your atten­tion! Andre joined us this week to talk about the app he has writ­ten to speed up his own QAV analy­sis,…

Value Investing Like Warren Buffett

The prin­ci­ples of val­ue invest­ing (the dis­ci­pline fol­lowed by some of the world’s most suc­cess­ful investors such as War­ren Buf­fett) aren’t dif­fi­cult to under­stand.

QAV S01E43 — No Old, Bold Pilots

On this episode: We have our sec­ond QAV Club sub­scriber guest, Paul, a crim­i­nal lawyer from Syd­ney, who calls him­self “a dis­as­trous investor”. Paul asked Tony a bunch of great ques­tions about the check­list, includ­ing drilling down on why Tony does­n’t try to under­stand…

QAV S01E42 — Sticking To The Numbers

We have our first QAV Club sub­scriber guest — Mur­ray Bruce from Bruce Insur­ance in Perth, one of our first sub­scribers. He asks Tony a ques­tion about whether or not he is com­fort­able pur­chas­ing any share that rates well, or does he do addi­tion­al research on the com­pa­ny…

QAV S01E41 — Cash Is A Fact

This week we talk about why our port­fo­lio out­per­formed the index by 1300%, the wis­dom of Peter Lynch, why Howard Marks wants to stay in the mid­dle, and our stock analy­sis of the week is Uni­ver­sal Coal.

QAV S01E40 — Tony Gives Up His Rights

Tony talks about rights issues and some of the com­plex­i­ties involved in know­ing whether to take them up or not. I know, right? Sounds bor­ing! It was­n’t actu­al­ly, I learned a lot. We also dis­cussed a few recent news arti­cles about val­ue invest­ing, Tony reveals his wine…

Secret Link