Shares for Beginners

I recently had the pleasure of sitting down with Oliver Mander , the Chief Executive Officer of the New Zealand Shareholders Association (NZSA). As someone who’s passionate about investing and governance, Oliver offered a fascinating deep dive into the world of investing in New Zealand, a market that’s small but mighty. Blog post available at: https://www.sharesforbeginners.com/blog/oliver-mander-...

In this episode I welcome back Andrew Page , the founder of Strawman.com , an online investment club for investors to exchange ideas and debate on buying companies on the ASX. Andrew attempts to uncover hidden gems in the Australian small and mid-cap sharemarket, blending meticulous research with a community-driven approach. His latest blog post, Four Inches into the Future , was inspired by a qui...

My guest this week is Jeff Sarti , CEO of Morton Wealth . Jeff is a CFA charterholder managing over $3 billion in assets, and the author of the Healthy Skeptic newsletter where he challenges conventional investing wisdom. We talked about true diversification, the risks of outdated strategies, and why alternative assets are stealing the spotlight. Blog post available at: https://www.sharesforbeginn...

My guest in this episode is the always welcome Tony Kynaston from QAV . Today, we dove into intrinsic value and company valuations. Tony explained valuation as a heat map. No single number pins down a company’s worth. He uses multiple methods to gauge value. Companies get valued by assets or earnings. Think of your house—it’s valued by comparing recent sales in your area. A coffee shop works the s...

This is a fun conversation with Tobias Bucks , Portfolio Manager of Global Small Caps at Ausbil , that turned out to be one of the most fascinating conversations I’ve ever had. Tobias has a unique background in social anthropology, bringing a perspective to investing that was as refreshing as it was profound. What started as a discussion about global small cap companies evolved into a deep dive in...

I sat down with Petra Bakosova , portfolio manager at Hull Tactical to explore algorithmic trading and math-driven investing. Petra’s insights were sharp and accessible. Petra’s a math whiz. She studied applied mathematics in Bratislava, Slovakia and financial mathematics at the University of Chicago. Finance, not teaching, became her passion. She joined Hull Tactical , founded by blackjack legend...

I recently had the pleasure of sitting down with Darren Thompson , Chief Investment Officer at Equity Trustees . We explored how a nearly 140-year-old firm like Equity Trustees stays nimble, the art of balancing profit with purpose, and practical advice for everyday Australians looking to grow their wealth. Blog post available at: https://www.sharesforbeginners.com/blog/equity-trustees Portfolio t...

This episode features Scott Phillips from The Motley Fool . Scott’s an investment guru, a Roosters tragic, and a master at cutting through the noise, whether it’s markets or political clown shows. We kicked off with three simple words: Invest, add, wait. Honestly, I could’ve ended the episode right there—it’s that powerful. It’s the essence of long-term investing, a mantra that echoes Aesop’s tort...

I recently had the pleasure of sitting down with Todd Polke , an investment strategist with over 20 years of experience. His new book, Escape the Middle , is all about breaking free from financial mediocrity. Todd is all about designing a life you don’t need to retire from—one with meaning, choice, and purpose. For him, that includes conservation efforts for oceans and wildlife. It’s not all about...

I had the pleasure of sitting down with Lawrence Lam , author of The Founder Effect , for an engaging chat about founder-led companies and what makes them stand out as investment opportunities. Blog post available at: https://www.sharesforbeginners.com/blog/the-founder-effect Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Sha...

Listen to the full episodes at the links below: Andrew Page - Strawman https://www.sharesforbeginners.com/blog/page052023 Elio D’Amato https://www.sharesforbeginners.com/blog/stockopediaelio Michael Kemp https://www.sharesforbeginners.com/blog/ulysses Stanley H. Teitelbaum – A foolish faith in authority: https://www.sharesforbeginners.com/blog/teitelbaum Scott Phillips https://www.sharesforbeginne...

In this episode I sit down with Vince Scully , founder of Life Sherpa , to unpack the booming world of private credit funds listing on the ASX. With nearly a billion dollars raised in 2025 alone (or about $700 million by Vince’s count), these funds are catching the eye of retail investors chasing higher yields. But with opportunity comes with risk—and regulators are sounding the alarm. Blog post a...

What’s a derivative, and how can they help your investment strategy? In the latest episode, I sit down with Haydn Froggatt , Director and Head of Desk at iInvest Trading and Advisory , to unravel the mysteries of options and reflect on the evolution of markets. With 35 years in the game, Haydn brings a wealth of wisdom—from the chaotic days of open outcry trading floors to today’s sleek screen-bas...

Is your portfolio built for growth, income, or a bit of both? How do you decide what’s right for your financial goals? In this episode I sit down with Michael Price , Portfolio Manager of the Ausbil Active Dividend Income Fund , to unpack these questions and dive into the world of dividend-focused investing. With over 35 years of experience in quantitative analysis, actuarial science, and financia...

G’day, listeners! In the latest Shares for Beginners, I chat with Roger Montgomery, a funds management pro with over 30 years in the game. He’s got a sharp take on where the stock market’s at and what’s coming as we nudge into 2025. With inflation bouncing around and markets shifting, plenty of us are wondering what’s next. Roger doesn't get hung up on the daily dips, he looks at the bigger pictur...

Links: Richard Hemming Forward-Looking P/E : https://www.sharesforbeginners.com/blog/under-the-radar-blue-chips Tony Kynaston Valuation Metrics : https://www.sharesforbeginners.com/blog/tk32023 Shawn O’Malley Earnings and Investment : https://www.sharesforbeginners.com/blog/shawn-omalley-we-study-markets Ed Croft PEG Ratio & Factor Investing : https://www.sharesforbeginners.com/blog/stockopedi...

Steve Mabb is the Chair of the Board at the Australian Shareholders' Association . In this episode we explore a critical aspect of investing: trust in management. Trust in management is vital to a company's success, especially in light of recent governance failures. Steve emphasises the importance of assessing management quality. He shares insights from his experience monitoring ASX companies, hig...

In this episode I welcome Tom Wickenden , an investment strategist at BetaShares , to discuss the changing andscape of Exchange-Traded Funds (ETFs) in 2025. ETFs have become the fastest growing investment vehicle globally. With a staggering US$1.5 trillion inflow into ETFs last year, the Australian market alone saw record net inflows of AU$30 billion. This surge highlights the increasing awareness...

Teaching our children about financial literacy is crucial. In the latest episode we dive deep into the topic of investing for kids and how parents and grandparents can set them up for a financially secure future. I'm joined by Brendan Malone from RAIZ Invest , a platform dedicated to making investing accessible and educational for young people. We discuss the importance of starting early and how e...

Many Australians find themselves priced out of the real estate market. However, there is an alternative path - Real Estate Investment Trusts (REITs). I sit down with Jack Magann , a portfolio manager at Oracle Investment Management , to delve into the world of REITs and their potential as a viable investment option. REITs offer an opportunity for investors to gain exposure to commercial properties...

In a market rife with complexity and unpredictability, how do you carve out a path to consistent profitability by managing risk and securing gains? Fadi Diab , is known as The Gladiator on X ( FKA Twitter ). He's a seasoned microcap investor who's mastered the art of risk management over profit-chasing. Fadi shares his journey from a beginner who blew up his account twice to a savvy investor who n...

Ever been blindsided by a takeover offer and felt lost in a sea of unfamiliar takeover jargon? In this episode, we dive deep into the murky waters of mergers acquisitions and takeovers and the impact on shareholders with the return of Tony Kynaston from QAV investing . Tony sheds light on what it really means when a company catches the eye of potential buyers and how small investors can navigate t...

Retirement planning is not one-size-fits-all. In this episode, I'm joined by Rebecca Wilson , author of the bestselling book How to Have an Epic Retirement , and host of the Primetime podcast. Rebecca shares her expertise on preparing for retirement, both financially and emotionally, and discusses the six pillars of an epic retirement. Rebecca emphasizes that retirement is a transition that should...

Investing or speculating? In this week's episode I'm joined by Cameron Reilly of the QAV Investing Podcast . Cameron is the master's apprentice to Tony Kynaston, a multi-millionaire long-term investor who has developed his own investing methodology. Cameron and I delve into the core principles of value investing, emphasising the importance of understanding a company's intrinsic value. Cameron shar...

Bank of Queensland Limited is an Australia-based regional bank. The Company’s operating segments include Retail Banking and BOQ Business. The Retail Banking segment provides retail banking solutions to customers through its owner-managed and corporate branch network, third-party intermediaries, and virgin money distribution channels. Its Owner-Managed Branches retail and small and medium enterpris...