QAV S05E23 — Dr Jenny Fagg, 2Be

by | Jun 14, 2022 | Blog, Interviews, Investing Podcast, Podcast Episodes

Our guest today is Dr Jen­ny Fagg, CEO, 2Be. Jen­ny has had a long career in bank­ing and finance, with roles includ­ing Chief Risk Offi­cer of AMP Lim­it­ed, EVP of Prod­ucts and Pay­ments at CIBC, one of Canada’s five top banks, CEO and Man­ag­ing Direc­tor of ANZ Nation­al Bank Lim­it­ed, New Zealand’s largest bank and wealth busi­ness, Man­ag­ing Direc­tor of ANZ Con­sumer Finance in Aus­tralia, senior lead­er­ship roles in risk and mar­ket­ing man­age­ment at Citibank, and Jen­ny estab­lished the con­sult­ing prac­tice in retail lend­ing and cus­tomer prof­itabil­i­ty at KPMG. She holds a PhD in Man­age­ment (Risk) and a Bach­e­lor of Eco­nom­ics (First Class Hon­ours in Organ­i­sa­tion­al Psy­chol­o­gy). And she is also Tony’s wife. She joined us recent­ly to talk about her new ven­ture, her book, “The Gist of Gen­eros­i­ty”,  and what it’s like being mar­ried to Tony. 

QAV S05E22 — Musical Chairs

by | Jun 8, 2022 | Blog, Investing Podcast, Podcast Episodes

Why invest­ing is a lit­tle like musi­cal chairs at the moment; why we should like it when the mar­ket makes mis­takes; Apple announces BNPL ser­vice; changes to cash rate; Pulled Pork on PGL; Yan­coal takeover update; Iron Ore no longer a Josie; fundie per­for­mance lim­it­ed by short-ter­mism; how to stay sane dur­ing cor­rec­tions; report­ing of qual­i­fied audits in half-year­ly reports.

QAV S05E21 — Excesses And Corrections

by | May 28, 2022 | Blog, Investing Podcast, Podcast Episodes

My cir­cle of com­pe­tence is just QAV ; Elec­tion result, invest­ing impli­ca­tions ; SEQ and the “sec­ond buy line” ; out­per­for­mance by founder-led com­pa­nies ; NHC’s big drop ; YAL halt ; Murph from ABC died ; Howard Marks’ lat­est memo on investor psy­chol­o­gy ; Sri Lan­ka default­ing on $18bn of bonds. ; Under­em­ploy­ment rate now at 6.1% ; NUF has new results and crashed ; Aus­tralians lost $10Bn in cryp­to last year ; small stocks and Rule 1 ; what do you do in a mar­ket like this when you have a full port­fo­lio and more cap­i­tal ; a strong cor­re­la­tion between div­i­dend yield and the QAV buy list ; Analy­sis of price to con­sen­sus tar­get fig­ures ; ME close v Price Chg 1mth (%) for cal­cu­lat­ing Josephine ; when a stock has done excep­tion­al­ly well (say dou­bled) would TK use the pro­ceeds to pur­chase two stocks? 

QAV S05E20 — The Contra Guys

by | May 25, 2022 | Blog, Interviews, Investing Podcast, Podcast Episodes

A few months ago, one of our mem­bers put me on to Benj Gal­lan­der and Ben Stadel­mann, two Cana­di­an val­ue investors who go by the moniker “Con­tra the Heard” (http://www.contratheheard.com). They’ve been around a long time, have a track record almost as good as Tony’s, and they have a check­list! And when I reached out to them to invite them on to the show, I dis­cov­ered that Ben and Tony were actu­al­ly friends, from Tony’s years in Toron­to. But in typ­i­cal hum­ble val­ue investor style, they had­n’t real­ly ever talked much about invest­ing… until this inter­view we did a few weeks ago!

QAV S05E19 — Outfoxed

by | May 18, 2022 | Blog, Investing Podcast, Podcast Episodes

We’ve been banned from talk­ing about cryp­to and fund man­agers; Mark’s check­list for the check­list; kids and invest­ing; com­mod­i­ty update; port­fo­lio update; are we counter cycli­cal; new results in SD for ECX and NAB and PDL; CGT plan­ning; top 3 LICs; S32 update; Renko charts; set­ting Josephine alerts; pulled pork on PTL; stocks and high inter­est rates; defin­ing “inde­pen­dent direc­tor”; how quick­ly to buy after a sell; the dif­fer­ence between a Josephine ver­sus a falling knife; gold USD v AUD; the ACL chart; oper­at­ing cash­flows and lease pay­ments.

QAV S05E18 — Blood On The Streets

by | May 11, 2022 | Blog, Investing Podcast, Podcast Episodes

There’s blood on the streets! We intro­duce the under­ly­ing com­mod­i­ty Josephine rule, MML is now X64, alu­mini­um is a sell, iron ore sell fudge, RBA lifts inter­est rates, Rule 1 price for pen­ny stocks, pulled pork on PDL, what is a “Cash set­tled total return swap”, invest­ing dur­ing inter­est rate ris­es, Alu­mi­na v Alu­mini­um, Rule #1 alerts when you’ve bought a par­tic­u­lar stock in a few dif­fer­ent tranch­es, GMA and the Impact of ris­ing inter­est rates, when to fac­tor a div­i­dend back into the price.

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