by Cameron Reilly | Oct 18, 2019 | Podcast Episodes
This week we have a guest – Cameron Britten from Share Analysis. As longtime listeners will be aware, Tony’s a big fan of several online tools and Share Analysis has been one of those for many years. They had a recent “re-platforming” event which took the service down for a few months. But they are back and we invited Cameron on to talk a little about the history and the future of the service. He also let us know that they are currently running an extended free trial service, so if aren’t already a member, jump over to their website and sign up today. Services like this make value investing much easier than it was back in the early days of Berkshire Hathaway and Benjamin Graham.
by Cameron Reilly | Oct 10, 2019 | Podcast Episodes
On this episode we debunk more claims about the death of value investing and how it relates to the “Japanification” of the economy; I come up with a new nickname for Tony; And we answer a listener question about how quickly he invests new funds.
Our stock analysis of the week is the diversified leather manufacturer SCHAFFER CORPORATION (SFC).
by Cameron Reilly | Oct 3, 2019 | Podcast Episodes
This week Tony answers questions from new QAV Club member Angela about three point trendlines, reinvesting strategies, and challenger stocks, and we analyze gold miner Ramelius Resources.
by Cameron Reilly | Sep 28, 2019 | Podcast Episodes
Don’t be shocked! On this week’s episode of QAV, Tony has some new insights into ways to analyse growth stocks using the checklist and Cameron has to pick himself up off the floor. In our analysis section for premium members, we look at FMG, Fortescue Metals Group.
by Cameron Reilly | Sep 19, 2019 | Podcast Episodes
This week we’re answering a number of listener questions, including one about how much attention Tony pays to “tailwinds” or macro factors affecting an industry or the economy. We also talk about how Tony deals with red flags in companies he has invested in, and he talks about some mistakes he has made recently. In our Club edition, we analyse Stanmore Coal again (we did it earlier this year) and take our time to explain some of the checklist columns in more detail. And Tony reveals what he wears when he mops the kitchen floor!
by Cameron Reilly | Sep 10, 2019 | Podcast Episodes
In this episode Tony explains how he thinks about structuring a portfolio taking into consideration your appetite for risk and volatility. In our Club episode, we also answer some listener questions about the process of buying shares, how to work out the most undervalued Top 10 stock, and the NEFF ratio. Oh yeah, and I sing Tony a song.
