QAV 730 — Consistency Is The Key

by | Jul 24, 2024 | Blog, Investing Podcast, Podcast Episodes

In this episode of the QAV pod­cast, we look at recent news involv­ing SGI, ATP, FGM, CVL, AX1 and a deep dive into ABB’s recent share price drop and busi­ness fun­da­men­tals. We dis­cuss lis­ten­er Con­rad’s suc­cess­ful mod­i­fi­ca­tion of the QAV invest­ment sys­tem, which led to a 31.4% return in the last year and review some advice from O’Shaugh­nessy’s ‘What Works on Wall Street’ regard­ing con­sis­ten­cy in invest­ing. The after-hours seg­ment includes dis­cus­sions on exam­ples of out­stand­ing cus­tomer ser­vice, the ben­e­fits of rur­al call cen­ters, and U.S. pol­i­tics. We also chat about Tony’s recent golf win, film reviews of ‘Stingray’ (1976) and ‘The Assas­si­na­tion Bureau’ (1969), and rec­om­mend the music of The Jim Car­roll Band and Grace Cum­mins and the Doc­tor Who site, stitch­esin­time.

QAV 729 — The Trump Bump

by | Jul 17, 2024 | Blog, Investing Podcast, Podcast Episodes

In this episode of the QAV pod­cast, hosts Tony Kynas­ton and Cameron Reil­ly are dis­cussing a record-high in the All Ordi­nar­ies index spurred by the ‘Trump bump’, Aussie Broad­band’s sud­den dive (ABB), port­fo­lio results, more FY sur­vey results, MLX’s bump, the Ship­ping Cri­sis, thoughts about inte­grat­ing “Buy­back Yield” into the check­list, and Tony breaks down the his­to­ry and mar­ket stance of Elders Lim­it­ed (ELD) in a detailed ‘pulled pork’ seg­ment. They also explore the Apple Vision Pro’s new fea­tures and its future along­side immer­sive tech like Ocu­lus Rift, then shift to the polit­i­cal scene with dis­cus­sions on Trump’s influ­ence on glob­al con­flicts. The con­ver­sa­tions touch on AI, Elon Musk’s ven­tures like Neu­ralink and SpaceX, horse rac­ing updates, book rec­om­men­da­tions, and reviews of ‘Bet­ter Call Saul’ and Tom Cruise films.

QAV 728 — Fixing The U.S. Checklist

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

In this episode of the QAV pod­cast, Tony Kynas­ton and Cameron Reil­ly dis­cuss the nec­es­sary improve­ments and changes to their US port­fo­lio, includ­ing updates to their buy­ing check­list and new finan­cial met­rics. Tony does a pulled pork on the U.S. com­pa­ny Willis Lease Finance Cor­po­ra­tion (WLFC). In Aus­tralian news, they delve into mar­ket news affect­ing coal and iron ore prices and cov­er some more mem­ber sur­vey results ad TK updates us on his Rich List Port­fo­lio . IN after hours, they talk about Tas­ma­ni­a’s MONA art gallery and reflect on AI’s future, draw­ing from insights by Elon Musk and Bill Gates, indoor golf sim­u­la­tors com­pared to real-life golf­ing, and their upcom­ing demo of the Apple Vision Pro, spec­u­lat­ing on tech­nol­o­gy’s impact on real-life expe­ri­ences.

QAV 727 — Great FY Results

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

In this episode of the QAV pod­cast, hosts Tony Kynas­ton and Cameron Reil­ly cov­er a range of top­ics at the start of the new finan­cial year. They begin the resilience in finan­cial and prop­er­ty mar­kets amid glob­al inter­est rate hikes, and how the gig econ­o­my affects unem­ploy­ment rates. They also touch on the his­to­ry and impact of quan­ti­ta­tive eas­ing, review their own and mem­ber finan­cial year results, and ana­lyze mar­ket news relat­ed to com­pa­nies like Myer and Fortes­cue Met­als Group. Tony pro­vides an in-depth look at Auric Min­ing Ltd (AWJ) in his ‘pulled pork’ seg­ment. Tony answers ques­tions about tax rates and per­for­mance-based share issuance, then in After Hours they get into movie reviews of ‘Furiosa’ and ‘Marie Antoinette.’ They also explore AI’s poten­tial future impacts on job mar­kets and tech­no­log­i­cal advance­ments, ref­er­enc­ing Ray Kurzweil’s pre­dic­tions.

QAV 726 — Negative Waves

by | Jun 26, 2024 | Blog, Investing Podcast, Podcast Episodes

In episode 726 of QAV, Tony and Cameron pay trib­ute to the late Don­ald Suther­land, then shift to dis­cussing fluc­tu­a­tions in the crude oil mar­ket, a deep dive into Ben Gra­ham’s invest­ment prin­ci­ples and their rel­e­vance today, along­side a detailed analy­sis of Tab­Corp Hold­ings, the mar­ket’s over-reac­tion to HLI news, and FND break­ing the curse of the pulled pork.

QAV 725 — Mr Lazy & Mr Dumb

by | Jun 19, 2024 | Blog, Investing Podcast, Podcast Episodes

In this episode of QAV, Cameron and Tony dive into recent mar­ket activ­i­ties, the RBA’s deci­sions, the Lindy Effect, sub­stan­tial share­hold­er announce­ments, and GrainCorp’s prospects, along with a detailed analy­sis of Embark Ear­ly Edu­ca­tion (EVO). Mem­ber ques­tions about liv­ing off a share port­fo­lio dur­ing down years and the dif­fer­ences between val­ue and qual­i­ty invest­ing are addressed. Addi­tion­al­ly, Tony clar­i­fies the cal­cu­la­tion of shares on issue for Rio Tin­to, empha­siz­ing glob­al fig­ures for earn­ings per share. In after hours, the duo also cov­ers Mario Puzo’s ‘The God­fa­ther’, Alphonse Mucha, and the Archibald Prize, and dis­cuss the poten­tial and risks of AI, draw­ing ref­er­ences from sci­ence fic­tion. They wrap up with thoughts on films and books, includ­ing ‘Klara and the Sun’.

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