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 S04E21 — Hara-kiri

by | May 25, 2021 | Investing Podcast, Podcast Episodes

This week we’re talk­ing about why we sold MRC and bought ATL; FMG is down and Tony’s cur­rent think­ing about com­mod­i­ty 3PTLs; why we’re tak­ing ETFs and LICs out of QAV; late stage mar­ket behav­iour; SOTW; why we allow stocks in the score­card with a qual­i­ty score below 75%; why HUM is on the score­card; if Myer is a Schro­ding­er; Ray Dalio’s thoughts on the stage of the mar­ket and how it applies to QAV; if it’s too late to buy into AIS; and why the score for “PE

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 S04E19 — The Beauty Pageant

by | May 11, 2021 | Investing Podcast, Podcast Episodes

We talk about the bank results; tech wreck; Buf­fett break­ing the NASDAQ; Increas­ing Net Equi­ty v NEPS; re-nam­ing the “buy list”; LICS and NTA; Price to Oper­at­ing Cash­flow for ETFs; Tony’s per­for­mance today vs when he had a small­er port­fo­lio; CCV’s buy line; where the Top 200 ASX stocks came from; graph­ic pos­i­tive sen­ti­ment for see-saw stocks; the gold cycle; and ATL’s debt lev­els.

QAV S04E18 — The Trivia King

by | May 5, 2021 | Investing Podcast, Podcast Episodes

This week we record­ed while I was stay­ing with Tony down at Cape Schanck! We talked about the col­lapse of BPT, why ATL is our SOTW,  the high­lights of the Berk­shire Hath­away 2021 AGM, the impor­tance of price to cash­flow in our check­list, Stock Doc­tor’s cov­er­age of A2 Milk, why com­pa­nies issue new shares at a steep dis­count, MML’s 3PTL buy line, gold min­ers and mar­ket cycles, why BOQ dropped off the buy list, and then I get Tony to tell the sto­ry about how he bought his Cape Schanck prop­er­ty 22 years ago using his win­nings from win­ning triv­ia com­pe­ti­tions on TV and radio. Final­ly, I passed the micro­phone around after our QAV Club din­ner in Mel­bourne and asked the folks there to talk about what they have learned from the pod­cast. 

QAV S04E17 — The Fourth Law of Motion

by | Apr 27, 2021 | Investing Podcast, Podcast Episodes

On this episode, we talk about our port­fo­lio per­for­mance, SOTW, Col­in Nicholson’s three mar­ket stages, Jack Bogle’s fourth law of motion, if SSG is a sell, the val­ue of pri­vate bank­ing, the idea of using increas­ing equi­ty per share, and invest­ing in Ear­ly Stage Inno­va­tion Com­pa­nies.

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