All Australian Episodes

Our guest today is Cameron Williams, sport edi­tor at Chan­nel Nine. You’ve prob­a­bly seen him on The Today Show or Nine News. We talk about grow­ing up in Emer­ald and how he end­ed up in a sports jour­nal­ism career. Of course there’s some talk about hors­es and box­ing, but there also a fair amount of talk about invest­ing, how to teach your kids about mon­ey and entre­pre­neur­ship, why he’s a fan of Tony’s QAV approach — and how TV celebri­ties buy under­wear.

Our guest on this episode is Andrew Page, founder of Straw­man, an online com­mu­ni­ty of investors pro­vid­ing mem­bers with inde­pen­dent, peer-reviewed research and rec­om­men­da­tions on the share­mar­ket. We talk about the think­ing behind Straw­man and how investors can get the most out of it.

Bill Liao was one of Aus­trali­a’s orig­i­nal tech entre­pre­neurs. Today he’s a Part­ner at SOS Ven­tures in Ire­land where it man­ages their invest­ments in life sci­ence star­tups. He’s also a pas­sion­ate social entre­pre­neur who has found­ed a num­ber of impor­tant char­i­ties. We invit­ed him on to chat about how a VC val­ues a tech start­up.

We are very excit­ed today to have Kien Trinh, the Head of Research from Lin­coln Indi­ca­tors (the com­pa­ny behind Stock Doc­tor) on our show! Kien talked to us about why Stock Doc­tor is such a pow­er­ful tool for seri­ous investors.

Michael Gold­berg, one of the prin­ci­pals and founders of Collins St Val­ue Fund, was kind enough to talk to us for 90 min­utes yes­ter­day about how CSVF became one of the best per­form­ing funds in Aus­tralia, achiev­ing a 13.5 per­cent return in 2019–20 com­pared with the ASX 200 Index which was down 7.7 per­cent.

Anoth­er 90 minute Club episode this week! Investor, “unem­ployed shoe sales­man” and new board mem­ber of The Aus­tralian Share­hold­ers Asso­ci­a­tion, Steven Mabb, joins us to talk about the val­ue that the ASA brings to retail share­hold­ers and tries to sell Tony on becom­ing a mem­ber. Then we get into this week’s ques­tions, includ­ing how long Tony waits before sell­ing a “non-per­­for­m­ing” stock; whether or not TK would sell a stock in his port­fo­lio because it’s QAV score dropped below 0.1; whether or not TK would wait to see what the US mar­ket does before he buys some­thing local­ly; and whether or not he has tried apply­ing Ben­jamin Gra­ham’s for­mu­la for cap­i­tal­iza­tion rates for growth stocks.

Tony’s stock bro­ker of 25+ years, Alex Hay, a part­ner at broking firm EL&C Bail­lieu, joins us again today to talk about the dif­fer­ent kinds of buy & sell orders and how to use them. Out­side of that, Tony and I also talk about our dum­my port­fo­lio, which made it back into the black, and some excel for­mu­la errors we’ve picked up recent­ly in the check­list.

Here’s our recent chat with Tobias Carlisle, author of sev­er­al books on val­ue invest­ing, includ­ing ‘The Acquir­er’s Mul­ti­ple: How the Bil­lion­aire Con­trar­i­ans of Deep Val­ue Beat the Mar­ket’, and the man­ag­ing direc­tor of The Aquir­ers Fund.

Today we chat with Elio D’Am­a­to, Host of Spo­tee, Inde­pen­dent invest­ment expert and for­mer Exec­u­tive Direc­tor at Lin­coln Indi­ca­tors.

Stephen Mayne is one of Aus­trali­a’s best known and most feared share­hold­er activists. He’s also the founder of Crikey, a writer for InvestS­mart and claims to own the world’s biggest small share port­fo­lio: 500 hold­ings worth less than $30,000. He came on today to chat about cap­i­tal rais­ings and share­hold­er activism.

Our guest this week is Michael Dee from Pythago­ras Invest­ing — www.PythagorasInvesting.com. His tool “pre­dicts the tim­ing of upcom­ing share events and their pos­i­tive or neg­a­tive price effects.”

Nicholas Gru­en is an econ­o­mist, entre­pre­neur and com­men­ta­tor. He is CEO of Lat­er­al Eco­nom­ics. He spoke to us recent­ly about Mod­ern Mon­e­tary The­o­ry and the short-term future of the Aus­tralian econ­o­my.