QAV AU 825 — Bombs, Billboards & Bargain Buys

by | Jun 25, 2025 | Australia, Blog, Investing Podcast, Podcast Episodes

It’s cold, the mar­kets are weird, and the boys are back. Cameron and Tony kick things off with oil-patch whiplash, Iran–Israel the­atre, and Trump’s “Mis­sion Accom­plished 2.0” tweet-storms. Port­fo­lio num­bers, con­fes­sion-sea­son land-mines, and sud­den 30 % face-plants (look­ing at you, **AMI**) fol­low. Tony spot­lights sur­prise win­ners (**OML**, **SHA**, **SRG**, **GNG**) and takeover bait (**STO**, **THL**), while ASX cops an ASIC probe for drop­ping the tech ball. Virgin’s sec­ond-shot IPO, Karoon’s Brazil­ian land-grab, and a pulled-pork deep dive on **COG** round out the finance. After hours: jazz-piano Gold­blum, Kelly’s Heroes, and Peter Ellyard’s octo­ge­nar­i­an opti­mism. 

QAV S04E27 — The Mystery of The Reducing Scores

by | Jul 8, 2021 | Investing Podcast, Podcast Episodes

This week we dis­cuss our EOFY result (48%); decide to sell VUK again; MYR and Sol­ly Lew; SOTW is GRR; the Sell price for BCN; con­trar­i­an investor Michael O’Higgins’s ‘Dogs of the Dow’ strat­e­gy; Dun­can and The Mys­tery of The Reduc­ing Scores; the Cop­per and Coal com­mod­i­ty prices; the chart for SUL; how to under­stand IMA’s mar­ket depth report; Magellan’s inten­tion to tran­si­tion its High Con­vic­tion Trust list­ed invest­ment com­pa­ny into an active exchange-trad­ed fund; would apply 3PTL to a chart giv­en the effect of a con­sol­i­da­tion like for COG; and the sell lines for banks.

TK Journal 2021-03-18

by | Mar 18, 2021 | Blog, TK-journal

Stocks with new fig­ures that remain on the Buy List: Myer (MYR) QAV score of 0.54 Medusa Min­ing (MML) QAV score of 0.54 NGE Cap­i­tal (NGE) QAV score of 0.37 Capral (CAA) QAV 0.46 COG Finan­cial Ser­vices (COG) QAV 0.40 Image Resources (IMA) QAV 0.41 (Fudged Buy...

QAV S04E04 — The Naughty Corner

by | Feb 2, 2021 | Investing Podcast, Podcast Episodes

Hedge funds v Red­dit. Ray Dalio on Bit­coin. Tony’s jour­nal entries. Port­fo­lio update. Regres­sion test­ing Tobias Carlisle. TK’s “war sto­ries” of the ’99/’00 bub­ble. CCV 3PTL Sen­ti­ment. KRM com­ing out the naughty cor­ner. SD cash­flow. Index Mun­di data dates.

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