QAV S03E08 — The Family Jewels

by | Apr 13, 2020 | Investing Podcast, Podcast Episodes

How are Aus­trali­a’s two mil­lion small busi­ness­es cop­ing with the lock­down? Is the gov­ern­ment stim­u­lus help­ing? What will hap­pen to them on the oth­er side of the cri­sis? To help us get our heads around these ques­tions, we’re joined today by Kane Kelfkens, own­er of The Fam­i­ly Jew­els, a jew­ellery busi­ness with sev­er­al out­lets in Syd­ney.

Then we answer some of your invest­ing ques­tions, about dol­lar cost aver­ag­ing, the pos­si­bil­i­ty of a US cur­ren­cy deval­u­a­tion, the best sources to find stocks, and whether or not Tony sells his entire hold­ing or just a part of it when it breach­es the down­wards three-point trend line.

QAV S03E06 — Listen To The Numbers

by | Apr 7, 2020 | Investing Podcast, Podcast Episodes

Tony walks us through his deci­sion to buy some STO shares last week (as per the email we sent to QAV Club mem­bers on Fri­day).
Tony then answers some mem­ber ques­tions about Stan­more Coal, how list­ed invest­ment vehi­cles lend them­selves to QAV analy­sis, the KMT rights issue, and Roger Montgomery’s recent arti­cle.

QAV S03E04 — The Five Stages Of Grief

by | Apr 1, 2020 | Investing Podcast, Podcast Episodes

Tony thinks the mar­ket is going through the “five stages of grief” and we debate which stage we are up to. He also talks about the “Cop­pock Curve” which sug­gests mar­kets, like peo­ple, go through peri­ods of mourn­ing. Then we answer some of your ques­tions about: the best way to set up a pro­file to trade, com­par­ing full-ser­vice bro­kers to low-cost DIY options, how to treat com­pa­nies with neg­a­tive “net income “, what Tony thinks about Dis­count­ed Cash Flow cal­cu­la­tions, his thoughts on the pos­si­bil­i­ty of infla­tion in the next few years, whether or not he ever uses options, whether or not found he has found any com­pa­nies with good scores late­ly, and what he thinks about Kath­man­du

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