Season 1

All Episodes

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S01E37 – Preparing For The Collapse

This week Tony explains why he sometimes invests in Listed Investing Companies like Wilson Asset Management. We also talk about what to do with our worst-performing stock SMR, our extremely good end of month results, Tony’s horse that ran on Melbourne Cup day (not as good), and my son Taylor joins us to analyse oil and gas exploration and production company CUE.

S01E36 – Listed Investing Companies

This week Tony explains why he sometimes invests in Listed Investing Companies like Wilson Asset Management. We also talk about what to do with our worst-performing stock SMR, our extremely good end of month results, Tony’s horse that ran on Melbourne Cup day (not as good), and my son Taylor joins us to analyse oil and gas exploration and production company CUE.

S01E35 – The Gambler

I found myself listening to Kenny Rogers’ The Gambler recently (one of my dad’s favourite songs when I was a kid) and it made me think of this week’s show.

“You gotta know when to hold ’em;
Know when to fold ’em.
Know when to walk away;
Know when to run.”

This week we have a lot of questions from club members about when to sell and three-point trendlines. We also talk about Tony’s horse that ran in the Cox Plate and why the checklist doesn’t have a debt-to-equity data point.

Our stock analysis this week is KSL – Kina Securities. 

S01E34 – Buffettology

This week on the show, The Value Investing Guru and Cameron talk about some difficulties getting Share Analysis to do what we want; a new analysis tool called QuickFS; stories about Warren Buffett; Cameron’s growing passion around QAV; changes to our portfolio involving Apollo Tourism and Stanmore Coal; and in our deep dive analysis this week we look at Mastermyne.

S01E33 – Share Analysis Deep Dive

Season 1, Episode 33   Share Analysis Deep Dive 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...

S01E32 – Turning Japanese

Season 1, Episode 32   Turning Japanese 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...

S01E31 – Using Three Point Trendlines for Buy & Sell Signals

Season 1, Episode 31   Using Three Point Trendlines for Buy & Sell Signals 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. ...

S01E30 – Tony Looks At Growth Stocks

Season 1, Episode 30   Tony Looks At Growth Stocks 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...

S01E29 – Tailwinds

Season 1, Episode 29  Tailwinds 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...

S01E28 – How To Structure A Portfolio

Season 1, Episode 28  How To Structure A Portfolio 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...

S01E27 – Investing Tax Structures

Season 1, Episode 27  Investing Tax Structures Based on an email from one of our QAV Club members, this week Tony shares his views on the various  investing tax structures. We also talk about how we're managing the dummy portfolio. And in our QAV Club analysis section...

S01E26 – Reporting Season Frenzy!

Season 1, Episode 26  Reporting Season Frenzy! It's reporting season and Tony is EXCITED. On this week's show we talk about the cause of CRN's sudden decline, and analyse two companies - BHP and QAN. We are also adding quite a few additional stocks to our dummy...

S01E25 – What to make of the US Bond Market?

Season 1, Episode 25  What to make of the US Bond Market? Tony talks about his view on the US bond market's "inverted yield curve", and his policy for investing before and during a market downturn.  For our club members, Tony then analyses TWO companies this week:...

S01E24 – The “Good” Coal

Season 1, Episode 24  The "Good" CoalTony talks about the Aussie economy and whether or not he thinks the value of the dollar is closely related to a coming economic collapse. We also talk about whether or not value investing is dead. For our club members, Tony then...

S01E23 – Beware The Black Swan

Season 1, Episode 23  Beware The Black Swan Today our guest is Roger Montgomery from Montgomery Investment Management to talk about his approach to value investing and what he thinks is going on with the Australian market and economy at the moment. Lots of great...

S01E22 – Turning Into Gold

Season 1, Episode 22  Turning Into Gold The last week of Tony's vacation, so I'm playing the analysis of small gold producer MEDUSA MINING (MML) we recorded late June. Spoiler alert: it turns out pretty well.   Please note: If you want to listen to the premium...

S01E21 – Playing the Old Course at St Andrews

Season 1, Episode 21 Playing St Andrews  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...

S01E20 – How Fresh Is WOW?

Season 1, Episode 20 How Fresh Is WOW? 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...