QAV CY2020 Wrap Up

Update 2021-01-04: The official end of CY numbers are as follows. QAV portfolio was up 14.83%. XAOA was up 3.64%. So we out-performed the XAOA by nearly 4X. QAV Club members can see the final figures in our portfolio on Google Sheets. Original post: It’s not...

Anonymous Listener Testimonial

We got this email today from one of our QAV Club members. Dear Cam & Tony,Just a short note to wish you a Merry Christmas and to thank you for the podcast this year.And a little testimonial (feel free to use it anonymously):Now that we’re on top of our mortgage,...

Why 15-20 Stocks Is All You Need

Tony noticed this article by Bob Desmond from Evans & Partners and thought I should share it with you. Excerpt: “…we prefer to construct a portfolio of 10-15 high quality businesses, whose earnings have a very good chance of growing well ahead of...

QAV S03E62 – Don’t Judge The Fudge

Last week’s jump in HAW demonstrates why we don’t sell until something hits the 3PTL. Would Tony buy still FMG today? What are the risks of buying stocks with margin loans? Can we fudge the COVID cough? Should we try to predict the future? What about MLD’s capital raising? What happened with MSV? All this and Day Of The Triffids on our last episode for 2020!

TK Journal 2020-12-21

Hi everyone, I have done a new download in preparation for our recording today. Here are the changes to be highlighted: Gascoyne Resources (GCY) is added to the Manually Entered Data tab. However, as it has a qualified audit, it does not get added to the Buy List....

QAV S03E61 – Zombie Value Investing

Is value investing back? Yes, according to the same people who reported it was dead last year. On this week’s episode we talk about Tony’s “Stock Of The Year”, why we use different Intrinsic Value calculations, whether or not WBC is a buy, whether or not stock consolidations are something to worry about, how Tony uses stop losses, whether or not we should only buy stocks with a significant director interest, how young investors should get started, whether or not it’s better to buy a stock immediately after it has crossed its BUY line, and how much Tony is guided by the financial press.

QAV S03E60 – Dead Parrot

Can we ignore the COVID cough in our 3PTL charts? What do you do when you own stock in a delisted company? How would we treat Depreciation when thinking about CCP? Does a capital raise cause a bump in the price? Should we listen to Ray Dalio on diversification? Why did Tony buy SFR and not any of the stocks on the Buy list with a much higher QAV score? Should we add a ‘one-month up turn’ to the checklist?

TK Journal 2020-12-09

Hi Everyone,I am raising a Stock Journal for Yancoal Australia (YAL) which has just gone past its 3PT Buy Line and is added to the Buy List with a QAV score of 0.31Thanks,Tony

QAV S03E59 – Cameron Williams

Our guest today is Cameron Williams, sport editor at Channel Nine. You’ve probably seen him on The Today Show or Nine News. We talk about growing up in Emerald and how he ended up in a sports journalism career. Of course there’s some talk about horses and boxing, but there also a fair amount of talk about investing, how to teach your kids about money and entrepreneurship, why he’s a fan of Tony’s QAV approach – and how TV celebrities buy underwear.

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