QAV Blog
Investing insights, podcast episodes, and market analysis.
QAV S01E39 — The Discounted Cash Flow
Another long episode! WIth talk about why we sold Apollo Tourism again. Howard Marks and the “Great Sag”. Tony explains how to calculate a Discounted Cash Flow in detail. We talk about our friend Torsten’s new bitcoin film “Cryptopia” and what we think about bitcoin as…
QAV S01E38 — The Negroni Method
In this week’s jam packed episode, we answer the following questions from new subscriber Tess in Melbourne: 1. During reporting season, how do you decide which companies to put through the checklist given there are 2000 or so listed companies on the ASX? 2. The AFR new…
QAV S01E37 — Preparing For The Collapse
This week Tony answers a couple of questions from club member Dave about why Warren Buffet & Berkshire are sitting on a massive pile of cash and how Tony is preparing for a “global market crunch”. We also talk some more about listed investment companies and in our club…
QAV S01E36 — Listed Investing Companies
This week Tony explains why he sometimes invests in Listed Investing Companies like Wilson Asset Management. We also talk about what to do with our worst-performing stock SMR, our extremely good end of month results, Tony’s horse that ran on Melbourne Cup day (not as…
QAV S01E35 — The Gambler
I found myself listening to Kenny Rogers’ The Gambler recently (one of my dad’s favourite songs when I was a kid) and it made me think of this week’s show. “You gotta know when to hold ’em; Know when to fold ’em. Know when to walk away; Know when to run.” This week we…
QAV S01E34 — Buffettology
This week on the show, The Value Investing Guru and Cameron talk about some difficulties getting Share Analysis to do what we want; a new analysis tool called QuickFS; stories about Warren Buffett; Cameron’s growing passion around QAV; changes to our portfolio…
QAV S01E33 — Share Analysis Deep Dive
This week we have a guest – Cameron Britten from Share Analysis. As longtime listeners will be aware, Tony’s a big fan of several online tools and Share Analysis has been one of those for many years. They had a recent “re-platforming” event which took the service down…
QAV S01E32 — Turning Japanese
On this episode we debunk more claims about the death of value investing and how it relates to the “Japanification” of the economy; I come up with a new nickname for Tony; And we answer a listener question about how quickly he invests new funds. Our stock analysis of…
Value Investing — Six Month Lessons
Some thoughts about what I’ve learned over the first six months of doing our value investing podcast.