by Cameron Reilly | Jun 14, 2022 | Blog, Interviews, Investing Podcast, Podcast Episodes
Our guest today is Dr Jenny Fagg, CEO, 2Be. Jenny has had a long career in banking and finance, with roles including Chief Risk Officer of AMP Limited, EVP of Products and Payments at CIBC, one of Canada’s five top banks, CEO and Managing Director of ANZ National Bank Limited, New Zealand’s largest bank and wealth business, Managing Director of ANZ Consumer Finance in Australia, senior leadership roles in risk and marketing management at Citibank, and Jenny established the consulting practice in retail lending and customer profitability at KPMG. She holds a PhD in Management (Risk) and a Bachelor of Economics (First Class Honours in Organisational Psychology). And she is also Tony’s wife. She joined us recently to talk about her new venture, her book, “The Gist of Generosity”, and what it’s like being married to Tony.
by Cameron Reilly | May 25, 2022 | Blog, Interviews, Investing Podcast, Podcast Episodes
A few months ago, one of our members put me on to Benj Gallander and Ben Stadelmann, two Canadian value investors who go by the moniker “Contra the Heard” (http://www.contratheheard.com). They’ve been around a long time, have a track record almost as good as Tony’s, and they have a checklist! And when I reached out to them to invite them on to the show, I discovered that Ben and Tony were actually friends, from Tony’s years in Toronto. But in typical humble value investor style, they hadn’t really ever talked much about investing… until this interview we did a few weeks ago!
by Cameron Reilly | Apr 27, 2022 | Blog, Interviews, Investing Podcast, Podcast Episodes
We are joined by guest Steven Mabb, Chairman of the Australian Shareholders Association, to talk about the importance (or not) of voting in AGMs and how the ASA can help. Later we talk about: BRK AGM this weekend, China’s lockdown, Netflix’s stock price, PGL on our buy list, the Solomons and China, the BHP/WPL de-merger, over-exposure to mining and China, what to do with stocks that go nowhere, why TK prefers a LIC instead of a ETF in case of emergency, the importance of EPS growth, the differences between ROIC and ROE, and AMP’s ‘qualified opinion’.
by Cameron Reilly | Dec 15, 2021 | Blog, Interviews, Investing Podcast, Podcast Episodes
We chat with Luke “The Gibbonator” Gibson about his QAV-based YouTube channel “The Gibson Hustle”, about copper becoming a sell, iron ore becoming a buy, whether or not BHP is an iron ore or a copper company, Nufarm chemicals, and Magellan’s woes.
In the club edition, we also talk about platinum becoming a buy again, AJL’s qualified audit, our stocks of the week (GRR, GWR), if we should sell any stock that drops below 10% at any time, ATL’s merger news (ugh), how to trade during bull, bear and roo markets, BSL and iron ore, value price vs fair price, and CDD’s capital return. Then in after hours, it’s a lot of Beatles talk again!
by Cameron Reilly | Oct 26, 2021 | Blog, Interviews, Investing Podcast, Podcast Episodes
This week we feature an interview with Louise Bedford, aka Candlestick Queen, author and Founder of Talking Trading. We chat with Louise about why there aren’t more women in investing, how to use candlesticks, and what it takes to be a long-term successful investor.
In our club edition, we also talk about the three top performing stocks in our portfolio last week, talk more about market open prices and after hour trades, EWC’s qualified audit, the pulled pork is ECX, AIS and mine life, why Navexa reports we didn’t sell some old stocks quickly enough, AZJ’s sell line and acquisition news, Tony’s current views on AMP, and how much of Tony’s portfolio was sold off during the COVID cough.
by Cameron Reilly | Sep 21, 2021 | Interviews, Investing Podcast, Podcast Episodes
We chat with James Williamson, value investor, and Founder, Executive Director & Chief Investment Officer at Wentworth Williamson Management. We also talk about Brett’s new 3PTL tool, Gary’s terrific QAV-based paper returns on Strawman, MYE fatality and price drop, ZGL price update, FMG — huge drop, execs leaving in droves, CVW financials in SD, handling some tricky flatline graphs, Corporate Tax hike going to the senate in the US, S32 is a zinc miner, ATL and Camplify, MYR is profitable again, but numbers aren’t in SD yet, MWY removed because of lumber graph, SRG breached it’s Sell line, MIN — iron ore sell, why BLX fell nearly 7%, why CDM went down, why EHL and ABA aren’t on the scorecard, SMSFs and Trust Deeds, why TK bought NAB, why WAF is dropping, the sell line for ZIM, Copper price heading in the right direction, and After Hours!
