QAV 728 — Fixing The U.S. Checklist

by Cameron Reilly | Jul 10, 2024 | Blog, Investing Podcast, Podcast Episodes

In this episode of the QAV pod­cast, Tony Kynas­ton and Cameron Reil­ly dis­cuss the nec­es­sary improve­ments and changes to their US port­fo­lio, includ­ing updates to their buy­ing check­list and new finan­cial met­rics. Tony does a pulled pork on the U.S. com­pa­ny Willis Lease Finance Cor­po­ra­tion (WLFC). In Aus­tralian news, they delve into mar­ket news affect­ing coal and iron ore prices and cov­er some more mem­ber sur­vey results ad TK updates us on his Rich List Port­fo­lio . IN after hours, they talk about Tas­ma­ni­a’s MONA art gallery and reflect on AI’s future, draw­ing from insights by Elon Musk and Bill Gates, indoor golf sim­u­la­tors com­pared to real-life golf­ing, and their upcom­ing demo of the Apple Vision Pro, spec­u­lat­ing on tech­nol­o­gy’s impact on real-life expe­ri­ences.

QAV 727 — Great FY Results

by Cameron Reilly | Jul 2, 2024 | Blog, Investing Podcast, Podcast Episodes

In this episode of the QAV pod­cast, hosts Tony Kynas­ton and Cameron Reil­ly cov­er a range of top­ics at the start of the new finan­cial year. They begin the resilience in finan­cial and prop­er­ty mar­kets amid glob­al inter­est rate hikes, and how the gig econ­o­my affects unem­ploy­ment rates. They also touch on the his­to­ry and impact of quan­ti­ta­tive eas­ing, review their own and mem­ber finan­cial year results, and ana­lyze mar­ket news relat­ed to com­pa­nies like Myer and Fortes­cue Met­als Group. Tony pro­vides an in-depth look at Auric Min­ing Ltd (AWJ) in his ‘pulled pork’ seg­ment. Tony answers ques­tions about tax rates and per­for­mance-based share issuance, then in After Hours they get into movie reviews of ‘Furiosa’ and ‘Marie Antoinette.’ They also explore AI’s poten­tial future impacts on job mar­kets and tech­no­log­i­cal advance­ments, ref­er­enc­ing Ray Kurzweil’s pre­dic­tions.

QAV 726 — Negative Waves

by Cameron Reilly | Jun 26, 2024 | Blog, Investing Podcast, Podcast Episodes

In episode 726 of QAV, Tony and Cameron pay trib­ute to the late Don­ald Suther­land, then shift to dis­cussing fluc­tu­a­tions in the crude oil mar­ket, a deep dive into Ben Gra­ham’s invest­ment prin­ci­ples and their rel­e­vance today, along­side a detailed analy­sis of Tab­Corp Hold­ings, the mar­ket’s over-reac­tion to HLI news, and FND break­ing the curse of the pulled pork.

QAV 725 — Mr Lazy & Mr Dumb

by Cameron Reilly | Jun 19, 2024 | Blog, Investing Podcast, Podcast Episodes

In this episode of QAV, Cameron and Tony dive into recent mar­ket activ­i­ties, the RBA’s deci­sions, the Lindy Effect, sub­stan­tial share­hold­er announce­ments, and GrainCorp’s prospects, along with a detailed analy­sis of Embark Ear­ly Edu­ca­tion (EVO). Mem­ber ques­tions about liv­ing off a share port­fo­lio dur­ing down years and the dif­fer­ences between val­ue and qual­i­ty invest­ing are addressed. Addi­tion­al­ly, Tony clar­i­fies the cal­cu­la­tion of shares on issue for Rio Tin­to, empha­siz­ing glob­al fig­ures for earn­ings per share. In after hours, the duo also cov­ers Mario Puzo’s ‘The God­fa­ther’, Alphonse Mucha, and the Archibald Prize, and dis­cuss the poten­tial and risks of AI, draw­ing ref­er­ences from sci­ence fic­tion. They wrap up with thoughts on films and books, includ­ing ‘Klara and the Sun’.

QAV 724 — Our First U.S. Episode

by Cameron Reilly | Jun 12, 2024 | Blog, Investing Podcast, Podcast Episodes

In this episode of QAV, Cam and Tony explore the U.S. mar­ket for the first time, with a brief intro­duc­tion of Tony and his QAV sys­tem of val­ue invest­ing, a dis­cus­sion of val­ue v growth invest­ing, a dis­cus­sion of the per­for­mance of our U.S. dum­my port­fo­lio, a deep dive or ‘Pulled Pork’ seg­ment on Rein­sur­ance Group of Amer­i­ca (RGA), and a review of the FY sur­vey results we’ve received so far from club mem­bers.

QAV 723 — The Vulcan Fudge

by Cameron Reilly | Jun 5, 2024 | Blog, Investing Podcast, Podcast Episodes

Join Tony and Cameron in episode 723 of QAV as they dis­cuss a vari­ety of top­ics rang­ing from Amer­i­can bar­be­cue joints to the Hunter Biden law­suit. Tony talks about his relax­ing golf trip down the East Coast and the chal­lenges of sell­ing a house. Then we dis­cuss Vul­can lev­el emo­tion­al detach­ment in invest­ing, recent mar­ket move­ments, and spe­cif­ic stocks like CUE, MME, and PRN. There’s also an explo­ration of div­i­dends and port­fo­lio per­for­mance. In after hours, we’re talk­ing about ‘The Blues Broth­ers’ Sid­ney George Reil­ly (Ace Of Spies), Nicholas Cage in “Dream Sce­nario” and our plans for our first U.S. episode.