S02E07 The Shoe Salesman

​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”.

S02E04 – Rudi’s Super Stocks

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.

S02E03 – Confession Season 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.