ALL Seasons
All Australian Episodes
Find every Australian episode below.
For American episodes, please visit this page instead.
How To Listen
There are many ways to listen to our episodes.
You can stream them. You can download them.
You can put them on your phone or tablet. It’s up to you.
PLEASE NOTE: IF YOU WANT TO ACCESS ALL OF THE PREMIUM CONTENT
Or just click on an episode below and stream it.
QAV S01E24 — The “Good” Coal
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
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
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
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?
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)
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)
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
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
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?
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
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
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.
QAV S01E12 — Stanmore Coal
On this episode we’re talking about ethical investing, Bob Hawke, and, in our QAV Club episode, drilling down into the financials of Stanmore Coal. Stanmore Coal operates the Isaac Plains coking coal mine in Queensland’s prime Bowen Basin region.
QAV S01E11 — Joe Barberis
Our guest today is Tony’s friend Joe Barberis. Joe’s had a high powered corporate career, including stints as the MD of Officeworks and Coles Express, as well as running Shell Australia. Today he’s talking to us about his investment strategies, as well as his thoughts on the future of retail and energy markets in Australia… and corporate psychopaths.
QAV S01E10 — Mitchell Services
Today we discuss the collapse of Apollo Tourism’s share price; the recent Berkshire Hathaway Annual General Meeting and Tony relates the time he attended the Berkshire AGM a few years ago; the trouble with bank shares at the moment; and then we analyse this week’s stock, Mitchell Services (MSV).
QAV S01E09 — Myer Holdings
Myer Holdings (MYR) is an Australian department store group with a network of 62 stores across Australia. How does their company stack up to the QAV checklist? Listen and find out.
QAV S01E08 — Apollo Tourism & Leisure
Apollo Tourism & Leisure is a multi-national company focused on manufacturing, rental, sales and distribution of a range of RVs including motorhomes, campervans and caravans. How does their company stack up to the QAV checklist?
QAV S01E07 — Predicting & Handling Downturns
What is a “yield curve inversion” and how does it factor into warnings of a possible downturn? How does he change his investing during a downturn? Find out answers on this episode!
QAV S01E06 — Tony On Index Funds
Tony reflects and expands on a couple of ideas that came out on last week’s show with Steve Sammartino, including investing in index funds.
QAV S01E05 — The Sammartino Method
Steve Sammartino is another old friend of Cameron’s. He is also a successful sharemarket investor, with 25+ years experience, although his strategy is a little different and much less hands-on than Tony’s. Steve is also an author, futurist, consultant and speaker. On this podcast we talk with Steve about investing in index funds. Steve used index funds to make himself financially independent in his 30’s.
QAV S01E04 — Analysing Telstra
Telstra is Australia’s largest telco. How does it look inside Tony’s QAV value investing worksheet? Listen and find out. You can find key financial metrics on Telstra’s website or on Reuter’s Telstra page.
QAV S01E03 — Analysing BHP
BHP is one of Australia’s largest and oldest companies. As our first real life example, on this episode runs BHP’s latest financials through his QAV value investing worksheet. How does it come out? Listen and find out.
QAV S01E02 — How He Does It
On this episode of our value investing podcast, Tony explains how he consistently beats the market by using a custom-built checklist. He walks me through the metrics he pays attention to – and why.
QAV S01E01 — Get Rich Slowly
Welcome to our new value investing podcast. My mate Tony is a very successful private investor. For the last 25 years, his share portfolio has, on average, doubled the performance of the stock market, every year.