QAV #641 — Dumb Money

by | Oct 11, 2023 | Blog, Investing Podcast, Podcast Episodes

The RBA holds rates; Israel Gaza and oil; Dumb Mon­ey v Wall Street; Joe Aston quits; HVN SD update; Red Octo­ber; Pulled Pork on SXE; Qual­i­ty Score vs QAV Score; How TK man­ages mar­ket down­turns when lever­aged; how TK plans to live off his port­fo­lio in retire­ment in down years; why was begin­ning of month cho­sen for josephines and not a rolling 30 day price; ‘val­ue trap’ tool; the per­for­mance of our per­son­al port­fo­lios for this finan­cial year vs the DP; per­for­mance of high v low ADT stocks.

QAV #640 — Chris from Stockopedia

by | Oct 4, 2023 | Blog, Investing Podcast, Podcast Episodes

Chris Batch­e­lor from Stock­o­pe­dia talks to us about how their prod­uct can help Aus­tralian (and inter­na­tion­al) investors make bet­ter invest­ing deci­sions.

Then in the Club edi­tion, TK and I talk about the mar­ket rout, RBA and inter­est rates, port­fo­lio per­for­mance, Wood­side and Richard Goy­der, the dou­ble loop con­cept in retail, putting Super into hous­ing, Josephines and div­i­dends, and the Mur­dochs.

QAV #638 — Gaming The Numbers

by | Sep 20, 2023 | Blog, Investing Podcast, Podcast Episodes

CAGR report­ing, YAL’s PrOp­CaF, US Port­fo­lio, SGM mar­ket update, Lithi­um a Sell for PLS, Viva Ener­gy & Vitol, QAN trou­bles, Mort­gage rate change 6.58%, CCP now ex-div, Bris­bane catch up, Pulled Pork: WGX, bor­row­ing against a mort­gage to invest in shares, ex-div­i­dend and Josephine sta­tus, and chart­ing our buy list.

QAV #637 — Chairman Mabb (ASA) Returns

by | Sep 12, 2023 | Blog, Investing Podcast, Podcast Episodes

Steven Mabb, Chair­man of the Aus­tralian Share­hold­ers Asso­ci­a­tion (and QAV Club mem­ber) returns to share his thoughts on proxy votes, QANTAS, Nick Scali, EML, Vir­gin UK, FMG, REM reports, AGMs, direc­tor work­loads, audi­tors becom­ing board mem­bers, the val­ue of inde­pen­dent direc­tors, gen­der rep­re­sen­ta­tion on boards, and much more.

QAV #636 — Come On Now

by | Sep 5, 2023 | Blog, Investing Podcast, Podcast Episodes

Com­mod­i­ty Updates, WSI crash, Aus­tralia spooks glob­al LNG mar­kets, Buf­fett says he could make 50% return per year, FMG CFO quits, QAN in a bit of a pick­le, Pulled pork on AIZ, are the sins of a for­mer CEO car­ried for­ward, and an update from Tony on the use of RENKO charts.

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