QAV 742 — Flame Trees

by | Oct 16, 2024 | Blog, Investing Podcast, Podcast Episodes

This episode — an analy­sis of Pep­per Mon­ey Lim­it­ed (PPM), Eme­co Hold­ings (EHL), Macmil­lan Shake­speare (MMS), and GTN. We dis­cuss share buy­backs, the impact of pri­vate equi­ty own­er­ship, the impor­tance of div­i­dend changes as buy/sell sig­nals, the use of three-point trend­lines in stock analy­sis, and the per­for­mance of the US dum­my port­fo­lio. We delve into O’Shaugh­nessy’s research on div­i­dends from “What Works on Wall Street”, Lefevre’s warn­ing about lis­ten­ing to bro­kers, and explore strate­gies for stocks under takeover offers. In After Hours — Den­nis Hop­per, Rick Rubin, Slow Hors­es and Kung Fu.

QAV 741 — Boringly Happy

by | Oct 9, 2024 | Blog, Investing Podcast, Podcast Episodes

In episode 741 of QAV, Tony and Cam dis­cuss fear and greed with quotes from “Rem­i­nis­cences of a Stock Oper­a­tor”, analyse West African Resources’ (WAF) mar­ket sit­u­a­tion due to Burk­i­na Faso’s polit­i­cal cli­mate, Bank of Queens­land’s (BOQ) fran­chise strate­gies, Tony’s attempts to get Chat­G­PT to help with the Kel­ly Cri­te­ri­on, answer a ques­tion about US Dum­my Port­fo­lio Strat­e­gy, and dis­cuss insights on price-to-cash flow ratios from ‘What Works on Wall Street’ by O’Shaugh­nessy. The ‘Pulled Pork’ sec­tion fea­tures an in-depth look at Adairs (ADH) and its new strate­gic direc­tion. And, of course, After Hours.

QAV 740 — Release the Sausages!

by | Oct 2, 2024 | Blog, Investing Podcast, Podcast Episodes

In this episode, we do a deep dive into ‘Rem­i­nis­cences of a Stock Oper­a­tor’ by Edwin Lefèvre, detail­ing Jesse Liv­er­more’s life and lessons. We give AU and U.S. port­fo­lio updates, some dis­cus­sion about inter­est rates and the hous­ing mar­ket, say good­bye to VUK, keep an eye on the iron ore price, reveal TK’s recent mis­takes, and talk through a quote from ‘What Works on Wall Street’ by O’Shaugh­nessy. The ‘Pulled Pork’ seg­ment looks at one of our U.S. invest­ments, Amer­i­can retail­er Lands’ End (LE), its his­to­ry and recent quar­ter­ly results.

QAV 739 — The Buffett Measure

by | Sep 25, 2024 | Blog, Investing Podcast, Podcast Episodes

In this episode of the QAV 739 Club, CR and TK review their port­fo­lio per­for­mance, do a pulled pork on Qan­tas, dis­cuss the impact of the RBA’s inter­est rate deci­sion, and the effec­tive­ness of insid­er trad­ing sig­nals and the impact of Div­i­dend Strate­gies in Aus­tralia.

QAV 738 — Pigs Get Slaughtered

by | Sep 18, 2024 | Blog, Investing Podcast, Podcast Episodes

In this episode of QAV, we dis­cuss the ASX’s record high, our port­fo­lio returns, Earn­ings Sur­pris­es, Vysarn (VYS) rais­ing cap­i­tal, and analyse the Genus­Plus Group (GNP). We look at news sto­ries about builders going bank­rupt, lessons from the dot-com crash and share a cou­ple of WWOWS quotes.

QAV 737 — FEAR & GREED

by | Sep 10, 2024 | Blog, Investing Podcast, Podcast Episodes

In this episode, Tony and Cam dis­cuss recent com­mod­i­ty declines and a gold price surge and what it all means, as well as recent Bret­ta­la­tor issues and port­fo­lio updates. Tony reads from ‘What Works on Wall Street’ talk­ing about how val­ue invest­ing sus­tains through mar­ket bub­bles.
The ‘Pulled Pork’ seg­ment fea­tures Cash Con­vert­ers, analysing its busi­ness mod­el, reg­u­la­to­ry impact and growth poten­tial. a big punt
In After Hours, they also dis­cuss low-bud­get films, William Shat­ner’s intense role in ‘The Intrud­er,’ and Nick Cave’s new album ‘Wild God.’ The con­ver­sa­tion shifts to Allan Licht­man’s elec­tion pre­dic­tions, Lach­lan Mur­doch, and a Brett White­ley art exhi­bi­tion.

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