QAV S04E26 — The Naked Auditor

by | Jun 29, 2021 | Interviews, Investing Podcast, Podcast Episodes

A mas­sive two hour episode (for club mem­bers) this week! We talk about Gary’s Straw­man results, a final port­fo­lio update for the FY, Tony’s SOTW (BCN), Dylan the Intern’s lat­est mod­el­ling on flat­lines, the chart for MIL, why we sold ATL, lots of ques­tions about using Sim­ple Mov­ing Aver­ages, thoughts on DSK, why Buf­fett still owns Coke, and then we fin­ish with an inter­view with club mem­ber James Oliv­er who is an audi­tor with a major account­ing firm, and talks us through what we should be watch­ing for when it comes to qual­i­fied audits.

QAV S04E22- James Holt, Perpetual

by | Jun 1, 2021 | Interviews, Investing Podcast, Podcast Episodes

We chat with James Holt, Direc­tor, Invest­ment Solu­tions at Per­pet­u­al, then get into news and Q&A. This week Tony answers your ques­tions about how com­pa­nies set their share price for a float, the appli­ca­tion of Rule #1 vs. wait­ing for the sell line, shares that don’t seem to reg­is­ter any trade move­ments, how to build a QAV port­fo­lio more weight­ed to div­i­dend pay­ing stocks, whether or not to elim­i­nate exist­ing hold­ings in ETFs from a QAV port­fo­lio, and whether Tony has ever looked at a chart and thought I’m not buy­ing that even though the num­bers are good.

QAV S04E20 — Navexa

by | May 19, 2021 | Interviews, Investing Podcast, Podcast Episodes

In the first half of this episode we’re joined by Navarre Trous­selot & Thom Ben­ny from Navexa, an online port­fo­lio plat­form, who tell us a bit about the vision for their prod­uct and what they’ve seen investors doing late­ly. Then we talk about min­imis­ing bro­ker­age fees, build­ing a port­fo­lio with lump sums, the 3PTL on VDGR, Tony’s lat­est think­ing about com­mod­i­ty sell lines, how to deal with stocks that cross their sell line but are also at the top of the score­card, and what’s going on with iron ore pro­duc­ers.

QAV S04E16 — The Gold Rush

by | Apr 20, 2021 | Interviews, Investing Podcast, Podcast Episodes

This week we chat with Chris Stott, Chief Invest­ment Offi­cer at 1851 Cap­i­tal and then get into our reg­u­lar show, where we dis­cuss the MRC col­lapse, the CAA takeover bid, Geoff Wilson’s LIC strat­e­gy, our SOTW (DSK), if MYR is close to a sell, DKM drop­ping off the buy list, direc­tors trans­ac­tions, IV2 chal­lenger strat­e­gy, why research firms sus­pend cov­er­age on stocks, using (ATR) aver­age true range mul­ti­ples to set trail­ing stops, cur­rent US val­u­a­tions, and whether or not TRS as a recent pos­i­tive upturn.

QAV S03E63 — Damien Parker

by | Dec 28, 2020 | Interviews, Investing Podcast, Podcast Episodes

Our guest on our final episode for 2020 is QAV Club mem­ber Damien Park­er. He joined us recent­ly to chat about his invest­ing and busi­ness career. After a suc­cess­ful career in account­ing and a failed prop­er­ty devel­op­ment busi­ness, Damien bounced back to write 30 busi­ness programs/manuals which grossed $50 mil­lion — and cre­at­ed Pos­i­tive Busi­ness, the longest-run­ning newslet­ter to the small-medi­um busi­ness com­mu­ni­ty in Aus­tralia. On this episode he talks about his Busi­ness Lessons, why he put up his prices, and why he pro­vid­ed a 120% mon­ey-back guar­an­tee.

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