QAV S02E07 The Shoe Salesman

by | Feb 19, 2020 | Interviews, Investing Podcast, Podcast Episodes

​Steven Mabb is our guest on the show today. He’s a recent QAV Club sub­scriber but has been a full time investor for the last cou­ple of years, since exit­ing a very suc­cess­ful footwear business.He and Tony com­pare notes about invest­ing in Inter­na­tion­al ETFs, why buy­ing stock #201 is a good strat­e­gy, neobanks, share­hold­er asso­ci­a­tions, and cheap bro­ker­age ver­sus using a full ser­vice broker.In our Club edi­tion, our stock of the week is BPT (again). And we answer a ques­tion from Ange about what qual­i­fies as a ‘recent pos­i­tive upturn’. We also talk again about the decline of our port­fo­lio in recent weeks due to the COVID-19 pan­ic. Tony reminds us about War­ren Buf­fet­t’s sto­ry about “Mr Mar­ket”.

QAV S02E05 — Wuhan Black Swan

by | Feb 5, 2020 | Investing Podcast, Podcast Episodes

Tony dis­cuss­es his port­fo­lio man­age­ment strat­e­gy dur­ing a down­turn like the Wuhan Black Swan that is cur­rent­ly going on. He also answers some lis­ten­er ques­tions about hav­ing a small port­fo­lio and debt-to-equi­ty ratios. Our stock of the week is Kor­vest (KOV).

QAV S02E04 — Rudi’s Super Stocks

by | Jan 31, 2020 | Investing Podcast, Podcast Episodes

This week we’re joined by Rudy Filapek-Vandy­ck from fnarena.com. He explains his “super stock” or “all-weath­er per­former” invest­ing strat­e­gy. In the QAV Club extend­ed episode, Tony dis­cuss­es the effect the Wuhan virus has had on the ASX and our port­fo­lio this week, the lat­est results from CCP, and we break down the finan­cials of AMI.

QAV S02E03 — Confession Season 2020

by | Jan 23, 2020 | Investing Podcast, Podcast Episodes

As we’re into “con­fes­sion sea­son” and have “report­ing sea­son” rapid­ly approach­ing, Tony shares some of the details of the filters/alerts he uses in Stock Doc­tor to find oppor­tu­ni­ties. He also answers a lis­ten­er ques­tion about the ben­e­fits of using free cash flow ver­sus oper­at­ing cash flow.

Our stock of the week is CIA — Cham­pi­on Iron.

Secret Link