QAV Podcast Episodes

Just the episodes, mate.

QAV S01E12 — Stanmore Coal

May 22, 2019

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

May 16, 2019

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

May 7, 2019

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

Apr 29, 2019

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

Apr 18, 2019

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

Apr 11, 2019

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

Apr 5, 2019

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

Mar 29, 2019

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

Mar 20, 2019

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

Mar 15, 2019

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

Mar 5, 2019

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

Feb 21, 2019

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.

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