Six Month Lessons

Now that we are six months into the podcast, I thought I (Cameron) should jot down some thoughts about what I’ve learned over that time. Value Investing is not popular right now. Knowing nearly nothing about investing when we started, I didn’t realise that...

Is value investing really dead?

Lots of people seem to think the principles of value investing, as articulated by Benjamin Graham and Warren Buffett, are out-dated and, indeed, dead. But some top Australian investors disagree. IS VALUE INVESTING OUT OF TOUCH? Finance journalist Rudi Filapek-Vandyck,...

QAV Gets A Nod From Alan Kohler!

A huge thanks to Alan Kohler for giving our podcast a plug in his most recent weekend briefing (subscription required)! He got my name wrong, but I don’t care. Although, if I was as rich as Cameron O’Reilly, I probably wouldn’t need to make this...

QAV Club

Last week we introduced QAV Club, our premium subscription. Members get the full weekly episode, including the nitty-gritty analysis on that week’s company; a weekly email with thoughts from Tony; and the opportunity to have drinks or dinner with us once or...