ALL Seasons

All Australian Episodes

Find every Aus­tralian episode below.
For Amer­i­can episodes, please vis­it this page instead.

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QAV S03E07 — Beliefonomics

Apr 9, 2020

Mark Jones is an old friend of Cameron’s, CEO of Syd­ney PR and mar­ket­ing firm Fil­tered Media, and author of the new book about cor­po­rate sto­ry­telling, “Belie­fo­nom­ics”. Tony and Cameron caught up with him in Syd­ney recent­ly for a chat.

QAV S03E06 — Listen To The Numbers

Apr 7, 2020

Tony walks us through his deci­sion to buy some STO shares last week (as per the email we sent to QAV Club mem­bers on Fri­day).
Tony then answers some mem­ber ques­tions about Stan­more Coal, how list­ed invest­ment vehi­cles lend them­selves to QAV analy­sis, the KMT rights issue, and Roger Montgomery’s recent arti­cle.

QAV S03E04 — The Five Stages Of Grief

Apr 1, 2020

Tony thinks the mar­ket is going through the “five stages of grief” and we debate which stage we are up to. He also talks about the “Cop­pock Curve” which sug­gests mar­kets, like peo­ple, go through peri­ods of mourn­ing. Then we answer some of your ques­tions about: the best way to set up a pro­file to trade, com­par­ing full-ser­vice bro­kers to low-cost DIY options, how to treat com­pa­nies with neg­a­tive “net income “, what Tony thinks about Dis­count­ed Cash Flow cal­cu­la­tions, his thoughts on the pos­si­bil­i­ty of infla­tion in the next few years, whether or not he ever uses options, whether or not found he has found any com­pa­nies with good scores late­ly, and what he thinks about Kath­man­du

QAV S03E02 — Sit On ‘Em

Mar 24, 2020

Back to answer­ing your ques­tions today, includ­ing top­ics about lever­ag­ing your port­fo­lio, replac­ing Stock Doc­tor with anoth­er data source, ban­ning short-sel­l­­ing, invest­ing in REITs, how to pri­ori­tise the watch list, and just gen­er­al­ly when to buy back in. Tony’s basic approach right now is to “wash your hands — and then sit on ’em.”

QAV S03E01 — Intro To QAV

Mar 23, 2020

As it’s been a year since we record­ed our “intro­duc­tion to QAV” episodes, a cou­ple of our lis­ten­ers sug­gest­ed it would be a good idea to re-record them, now that we’re much smoother on the mic. So we present — QAV Reboot. We intro­duce our­selves and the QAV sys­tem of invest­ing in shares.

QAV S02E11 — Dead Cat Bounce

Mar 16, 2020

While Fri­day brought a dead cat bounce, Tony thinks the cor­rec­tion is just get­ting start­ed. He says we’re yet to see the impact of the com­ing cred­it crunch. We answer a ques­tion about whether or not Tony invests for the pur­pose of liv­ing off the div­i­dend income, and in our club edi­tion we analyse Macma­hon Hold­ings (MAH) just for prac­tice. As I say — NOW is the time to send your­self to QAV Uni­ver­si­ty. When the mar­ket turns around, we should all be ready with a watch­list so we can jump in quick­ly and ride it all the way up in the next cycle.

QAV S02E10 — Nothing Changes

Mar 12, 2020

Tons of ques­tions this week from club mem­bers about how to invest dur­ing a mar­ket cor­rec­tion. And as the mar­ket is still in free fall, we don’t both­er with a stock analy­sis. So we just spend 90 min­utes answer­ing your excel­lent ques­tions.

QAV S02E09 — Tony’s Close Shave

Mar 2, 2020

“Be fear­ful when oth­ers are greedy and greedy when oth­ers are fear­ful.” — War­ren Buf­fett

Yes, the mar­ket is in freefall — but that’s great for dis­ci­plined val­ue investors. As Tony explains on this week’s episode, large mar­ket down­turns hap­pen once every five-sev­en years, and it’s in the rebounds that the best investors make big moves. He talks more about how he uses the three point trend line dur­ing down­turns and we dis­cuss some of our favourite snip­pets from this year’s Berk­shire Hath­away Chair­man’s newslet­ter.

QAV S02E08 Tony’s Mankini

Feb 24, 2020

Tony talks about the UNV offer and why we sold it last week and CSV’s recent acqui­si­tion, which took it out of our port­fo­lio. To answer a ques­tion from QAV Club mem­ber Nick B, we also talk more about when and why Tony will exit a stock. Our Stock Of The Week is AQG, Alac­er Gold. And then, we watch in amuse­ment as the ASK dives while we are record­ing the episode and Tony explains why, as a val­ue investor, he wor­ries more about his golf swing than he does and ups and downs of “Mr Mar­ket”.

QAV S02E07 The Shoe Salesman

Feb 19, 2020

​Steven Mabb is our guest on the show today. He’s a recent QAV Club sub­scriber but has been a full time investor for the last cou­ple of years, since exit­ing a very suc­cess­ful footwear business.He and Tony com­pare notes about invest­ing in Inter­na­tion­al ETFs, why buy­ing stock #201 is a good strat­e­gy, neobanks, share­hold­er asso­ci­a­tions, and cheap bro­ker­age ver­sus using a full ser­vice broker.In our Club edi­tion, our stock of the week is BPT (again). And we answer a ques­tion from Ange about what qual­i­fies as a ‘recent pos­i­tive upturn’. We also talk again about the decline of our port­fo­lio in recent weeks due to the COVID-19 pan­ic. Tony reminds us about War­ren Buf­fet­t’s sto­ry about “Mr Mar­ket”.

QAV S02E06 — The Iceman

Feb 14, 2020

Our port­fo­lio con­tin­ues to take a hit from COVID-19.  But Tony is as calm as a zen mas­ter. He’s the ICEMAN. We talk about the cor­rup­tion alle­ga­tions against HZN and changes to CIA’s list­ing. Our stock of the week is MFD.

QAV S02E05 — Wuhan Black Swan

Feb 5, 2020

Tony dis­cuss­es his port­fo­lio man­age­ment strat­e­gy dur­ing a down­turn like the Wuhan Black Swan that is cur­rent­ly going on. He also answers some lis­ten­er ques­tions about hav­ing a small port­fo­lio and debt-to-equi­­ty ratios. Our stock of the week is Kor­vest (KOV).

QAV S02E04 — Rudi’s Super Stocks

Jan 31, 2020

This week we’re joined by Rudy Filapek-Vandy­ck from fnarena.com. He explains his “super stock” or “all-weath­­er per­former” invest­ing strat­e­gy. In the QAV Club extend­ed episode, Tony dis­cuss­es the effect the Wuhan virus has had on the ASX and our port­fo­lio this week, the lat­est results from CCP, and we break down the finan­cials of AMI.

QAV S02E03 — Confession Season 2020

Jan 23, 2020

As we’re into “con­fes­sion sea­son” and have “report­ing sea­son” rapid­ly approach­ing, Tony shares some of the details of the filters/alerts he uses in Stock Doc­tor to find oppor­tu­ni­ties. He also answers a lis­ten­er ques­tion about the ben­e­fits of using free cash flow ver­sus oper­at­ing cash flow.

Our stock of the week is CIA — Cham­pi­on Iron.

QAV S02E02 — The Property Equation

Jan 16, 2020

Tony answers some ques­tions from lis­ten­er Jamie in Perth about bal­ance between prop­er­ty and shares. He also talks about a cou­ple of invest­ing books he’s been read­ing, and in our Club edi­tion we analyse BSL — Bluescope Steel.

QAV S02E01 — Time In The Market

Jan 10, 2020

Sea­son Two of our invest­ing pod­cast!! We look at our port­fo­lio’s month end report and how it com­pared to the All Ords Total Return index and answer ques­tions from Club Mem­ber Mike L about the accu­ra­cy of future pre­dic­tions. Then we talk about com­modi­ties trend lines as a source of com­fort when invest­ing in coal, and our analy­sis this week is GRR.

S01E44 — Bravo Hertz

Jan 2, 2020

Our guest this week is lis­ten­er Andre Bra­vo, a Cana­di­an who has a Mas­ters in Applied Com­pu­ta­tion­al Eco­nom­ics and works in the weed indus­try. Oh NOW I have your atten­tion! Andre joined us this week to talk about the app he has writ­ten to speed up his own QAV analy­sis, and then we get his help to analyse our first US stock — Hertz (HTZ.N). It’s an inter­est­ing one because we could­n’t use our usu­al tools and had to resort to pulling up num­bers man­u­al­ly. The basic les­son is that the check­list can be used to analyse US stocks. Andre also asks a few real­ly great ques­tions about how Tony uses the check­list and gave a refresh­er course how on to sim­u­late Stock Doc­tor’s finan­cial strength rat­ing using oth­er sources of data. Thanks for all of your sup­port this year! We hope you learned a lot and are feel­ing more con­fi­dent in your abil­i­ty to analyse stocks. We’ll be back next week with Sea­son Two of our invest­ing pod­cast!

QAV S01E43 — No Old, Bold Pilots

Dec 27, 2019

On this episode:

We have our sec­ond QAV Club sub­scriber guest, Paul, a crim­i­nal lawyer from Syd­ney, who calls him­self “a dis­as­trous investor”. 
Paul asked Tony a bunch of great ques­tions about the check­list, includ­ing drilling down on why Tony does­n’t try to under­stand a busi­ness deeply before he invests in it (like War­ren Buf­fett and Peter Lynch), and about under­stand­ing how to fac­tor in short­ing.

Cameron reads out some quotes from “Win­ning The Loser’s Game” by Charles D Ellis and gets Tony’s com­ments on them.

Our stock deep dive of the week is MRC — Min­er­al Com­modi­ties.

QAV S01E42 — Sticking To The Numbers

Dec 20, 2019

We have our first QAV Club sub­scriber guest — Mur­ray Bruce from Bruce Insur­ance in Perth, one of our first sub­scribers. He asks Tony a ques­tion about whether or not he is com­fort­able pur­chas­ing any share that rates well, or does he do addi­tion­al research on the com­pa­ny before mak­ing a buy.

QAV S01E41 — Cash Is A Fact

Dec 12, 2019

This week we talk about why our port­fo­lio out­per­formed the index by 1300%, the wis­dom of Peter Lynch, why Howard Marks wants to stay in the mid­dle, and our stock analy­sis of the week is Uni­ver­sal Coal.

QAV S01E40 — Tony Gives Up His Rights

Dec 4, 2019

Tony talks about rights issues and some of the com­plex­i­ties involved in know­ing whether to take them up or not. I know, right? Sounds bor­ing! It was­n’t actu­al­ly, I learned a lot. We also dis­cussed a few recent news arti­cles about val­ue invest­ing, Tony reveals his wine of the week, and in our analy­sis sec­tion we break­down the finan­cials of Hori­zon Oil. 

QAV S01E39 — The Discounted Cash Flow

Nov 28, 2019

Anoth­er long episode!
WIth talk about why we sold Apol­lo Tourism again.
Howard Marks and the “Great Sag”.
Tony explains how to cal­cu­late a Dis­count­ed Cash Flow in detail.
We talk about our friend Torsten’s new bit­coin film “Cryp­topia” and what we think about bit­coin as an invest­ment.
Tony reveals his drink of the week.
And our analy­sis this week is Tap Oil.

QAV S01E38 — The Negroni Method

Nov 20, 2019

In this week’s jam packed episode, we answer the fol­low­ing ques­tions from new sub­scriber Tess in Mel­bourne:

1. Dur­ing report­ing sea­son, how do you decide which com­pa­nies to put through the check­list giv­en there are 2000 or so list­ed com­pa­nies on the ASX?
2. The AFR new 52 week high tables have not been avail­able since July, is there any oth­er place I can source this info or can you rec­om­mend an alter­na­tive strat­e­gy for pick­ing stocks to analyse?
3. I would like to be able to per­form my own finan­cial strength analy­sis as I do not have stock doc­tor. Cameron went over this briefly in one of your ear­li­er episodes but there are some gaps in my knowl­edge.

We also talk about the Sohn Hearts and Minds con­fer­ence that’s hap­pen­ing this week as well as the Wil­son Asset Man­age­ment AGM.

QAV S01E37 — Preparing For The Collapse

Nov 12, 2019

This week Tony answers a cou­ple of ques­tions from club mem­ber Dave about why War­ren Buf­fet & Berk­shire are sit­ting on a mas­sive pile of cash and how Tony is prepar­ing for a “glob­al mar­ket crunch”. We also talk some more about list­ed invest­ment com­pa­nies and in our club sec­tion we take a look at the finan­cials of gold min­er PRU (Perseus Min­ing).

QAV S01E36 — Listed Investing Companies

Nov 7, 2019

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.

QAV S01E35 — The Gambler

Oct 31, 2019

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. 

QAV S01E34 — Buffettology

Oct 25, 2019

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.

QAV S01E33 — Share Analysis Deep Dive

Oct 18, 2019

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.

QAV S01E32 — Turning Japanese

Oct 10, 2019

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).

QAV S01E30 — Tony Looks At Growth Stocks

Sep 28, 2019

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.

QAV S01E29 — Tailwinds

Sep 19, 2019

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!

QAV S01E28 — How To Structure A Portfolio

Sep 10, 2019

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.

QAV S01E27 — Investing Tax Structures

Sep 5, 2019

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 this week, we’re look­ing at IFN.

QAV S01E26 — Reporting Season Frenzy!

Aug 29, 2019

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 port­fo­lio based on Tony’s pri­vate analy­sis.

QAV S01E25 — What to make of the US Bond Market?

Aug 22, 2019

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: Beach Petro­le­um and Bell Finan­cial Group.

QAV S01E24 — The “Good” Coal

Aug 16, 2019

Tony 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 analy­ses our com­pa­ny of the week, Coro­n­a­do Coal (CRN), who does pret­ty well on the check­list.

QAV S01E23 — Beware The Black Swan

Aug 8, 2019

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 insights in this one, from the eco­nom­ics of enough, to black swans and what hap­pens when the fear of miss­ing out becomes larg­er than the fear of loss.

For our pre­mi­um sub­scribers, Tony then analy­ses our com­pa­ny of the week, Cred­it Corp Group (CCP), who does pret­ty well on the check­list.

QAV S01E22 — Turning Into Gold

Aug 2, 2019

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.

QAV S01E21 — Playing the Old Course at St Andrews

Jul 25, 2019

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).

QAV S01E20 — How Fresh Is WOW?

Jul 19, 2019

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.

QAV S01E19 — Ten Times Bigger (Austin Lieberman, Part 2)

Jul 11, 2019

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).

QAV S01E18 — Winners Keep Winning (Austin Lieberman, Part 1)

Jul 3, 2019

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).

QAV S01E17 — Matt Joass

Jun 25, 2019

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.

QAV S01E16 — When To Exit An Old Portfolio

Jun 21, 2019

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.

QAV S01E15 — When Should You Sell?

Jun 11, 2019

Today we’re talk­ing about when you should sell a stock that has passed the check­list. And our stock of the week is Vocus (VOC). A ver­ti­cal­ly inte­grat­ed telecom­mu­ni­ca­tions provider, oper­at­ing in the Aus­tralian and New Zealand mar­kets.

QAV S01E14 — How Shorting Works

Jun 7, 2019

On this episode, we talk about the RBA drop­ping inter­est rates and oth­er signs the econ­o­my is weak­en­ing and what that means for invest­ing. We also talk about how short­ing the mar­ket works as an invest­ment tool. And our stock of the week is Eclipx, a vehi­cle leas­ing com­pa­ny that has recent­ly had a bump to its price.

QAV S01E13 — Alan Kohler

May 29, 2019

Our guest today is one of Australia’s most respect­ed finan­cial jour­nal­ists – Alan Kohler. Tony has been a big fan of Alan’s work for decades and was as gid­dy as a K‑Pop fan about get­ting Alan on the show. Alan gave us his thoughts on the econ­o­my, unem­ploy­ment, inter­net stocks, lying CEOs, and his role with the Aus­tralian Indige­nous Edu­ca­tion Foun­da­tion.

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