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QAV Blog

Invest­ing insights, pod­cast episodes, and mar­ket analy­sis.

QAV S01E23 — Beware The Black Swan

Today our guest is Roger Mont­gomery from Mont­gomery Invest­ment Man­age­ment to talk about his approach to val­ue invest­ing and what he thinks is going on with the Aus­tralian mar­ket and econ­o­my at the moment. Lots of great insights in this one, from the eco­nom­ics of…

QAV S01E22 — Turning Into Gold

The last week of Tony’s vaca­tion, so I’m play­ing the analy­sis of small gold pro­duc­er MEDUSA MINING (MML) we record­ed late June. Spoil­er alert: it turns out pret­ty well.

QAV S01E21 — Playing the Old Course at St Andrews

Tony dials in from Ire­land this week and brings me up to date on his vis­its to whisky dis­til­leries in Scot­land and his out-of-body expe­ri­ence play­ing the Old Course at St Andrews. We also talk a lit­tle about invest­ing and he how he feels like “I’ve seen this show…

QAV S01E20 — How Fresh Is WOW?

As Tony was too busy eval­u­at­ing the qual­i­ty of Scotland’s golf cours­es and sin­gle malts to get on the phone with me this week, our show con­sists of a check­list analy­sis we did in Syd­ney in ear­ly June about Wool­worths (WOW). This is the com­pan­ion analy­sis to last week’s…

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…

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…

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…

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.

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