by Cameron Reilly | Jul 25, 2019 | Podcast Episodes
Tony dials in from Ireland this week and brings me up to date on his visits to whisky distilleries in Scotland and his out-of-body experience playing the Old Course at St Andrews. We also talk a little about investing and he how he feels like “I’ve seen this show before”, meaning the current bull run hype. We discuss how our dummy portfolio is going (mostly in the green except for Myer) and for our QAV Club members, we have a discussion about Mortgage Choice (MOC).
by Cameron Reilly | Jul 19, 2019 | Podcast Episodes
As Tony was too busy evaluating the quality of Scotland’s golf courses and single malts to get on the phone with me this week, our show consists of a checklist analysis we did in Sydney in early June about Woolworths (WOW). This is the companion analysis to last week’s show about Coles Group, so you can see how two similar businesses compare in the checklist.
by Cameron Reilly | Jul 11, 2019 | Interviews, Investing Podcast, Podcast Episodes
This episode contains the second part of our interview with Austin LIeberman, a private investor in Florida, who has been achieving remarkable returns on his portfolio over the last 4–5 years, as we try to understand his methodology. On this episode Austin tells us he tries to only invest in companies he can imagine being ten times bigger than they are today.
Our stock of the week is Tony’s old employer, the Coles Group (COL).
by Cameron Reilly | Jul 3, 2019 | Interviews, Investing Podcast, Podcast Episodes
This episode contains the first part of our interview with Austin LIeberman, a private investor in Florida, who has been achieving remarkable returns on his portfolio over the last 4–5 years, as we try to understand his methodology. Our stock of the week is Afterpay (APT).
by Cameron Reilly | Jun 25, 2019 | Podcast Episodes
Matt Joass joins us today for a fun talk about his own investing strategy, particularly how to assess the opportunity of high growth stocks. Matt is the former portfolio manager for Motley Fool Pro in Australia, former co-host of the now defunct Three Wise Monkeys podcast, and is currently a private investor. Follow him at mattjoass.com.
by Cameron Reilly | Jun 21, 2019 | Podcast Episodes
Tony talks about when you should exit a portfolio you may have bought before you started your QAV analysis. And our stock of the week is Rand Mining (RND), a gold mining operation in WA.
