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QAV Blog

Invest­ing insights, pod­cast episodes, and mar­ket analy­sis.

QAV S01E14 — How Shorting Works

On this episode, we talk about the RBA drop­ping inter­est rates and oth­er signs the econ­o­my is weak­en­ing and what that means for invest­ing. We also talk about how short­ing the mar­ket works as an invest­ment tool. And our stock of the week is Eclipx, a vehi­cle leas­ing…

QAV S01E13 — Alan Kohler

Our guest today is one of Australia’s most respect­ed finan­cial jour­nal­ists – Alan Kohler. Tony has been a big fan of Alan’s work for decades and was as gid­dy as a K‑Pop fan about get­ting Alan on the show. Alan gave us his thoughts on the econ­o­my, unem­ploy­ment, inter­net…

QAV S01E12 — Stanmore Coal

On this episode we’re talk­ing about eth­i­cal invest­ing, Bob Hawke, and, in our QAV Club episode, drilling down into the finan­cials of Stan­more Coal. Stan­more Coal oper­ates the Isaac Plains cok­ing coal mine in Queensland’s prime Bowen Basin region.

QAV S01E11 — Joe Barberis

Our guest today is Tony’s friend Joe Bar­beris. Joe’s had a high pow­ered cor­po­rate career, includ­ing stints as the MD of Office­works and Coles Express, as well as run­ning Shell Aus­tralia. Today he’s talk­ing to us about his invest­ment strate­gies, as well as his thoughts…

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…

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.

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