QAV Investing Podcast (Free Edition)

Another long episode! WIth talk about why we sold Apollo Tourism again. Howard Marks and the "Great Sag". Tony explains how to calculate a Discounted Cash Flow in detail. We talk about our friend Torsten's new bitcoin film "Cryptopia" and what we think about bitcoin as an investment. Tony reveals his drink of the week. And our analysis this week is Tap Oil.

In this week's jam packed episode, we answer the following questions from new subscriber Tess in Melbourne: 1. During reporting season, how do you decide which companies to put through the checklist given there are 2000 or so listed companies on the ASX? 2. The AFR new 52 week high tables have not been available since July, is there any other place I can source this info or can you recommend an al...

This week Tony answers a couple of questions from club member Dave about why Warren Buffet & Berkshire are sitting on a massive pile of cash and how Tony is preparing for a "global market crunch". We also talk some more about listed investment companies and in our club section we take a look at the financials of gold miner PRU (Perseus Mining).

This week Tony explains why he sometimes invests in Listed Investing Companies like Wilson Asset Management. We also talk about what to do with our worst-performing stock SMR, our extremely good end of month results, Tony’s horse that ran on Melbourne Cup day (not as good), and my son Taylor joins us to analyse oil and gas exploration and production company CUE.

I found myself listening to Kenny Rogers' The Gambler recently (one of my dad's favourite songs when I was a kid) and it made me think of this week's show. "You gotta know when to hold 'em; Know when to fold 'em. Know when to walk away; Know when to run." This week we have a lot of questions from club members about when to sell and three-point trendlines. We also talk about Tony's horse that ran i...

This week on the show, The Value Investing Guru and Cameron talk about some difficulties getting Share Analysis to do what we want; a new analysis tool called QuickFS; stories about Warren Buffett; Cameron's growing passion around QAV; changes to our portfolio involving Apollo Tourism and Stanmore Coal; and in our deep dive analysis this week we look at Mastermyne.

This week we have a guest – Cameron Britten from Share Analysis. As longtime listeners will be aware, Tony’s a big fan of several online tools and Share Analysis has been one of those for many years. They had a recent “re-platforming” event which took the service down for a few months. But they are back and we invited Cameron on to talk a little about the history and the future of the service. He...

On this episode we debunk more claims about the death of value investing and how it relates to the “Japanification” of the economy; I come up with a new nickname for Tony; And we answer a listener question about how quickly he invests new funds. Our stock analysis of the week is the diversified leather manufacturer SCHAFFER CORPORATION (SFC).

This week Tony answers questions from new QAV Club member Angela about three point trendlines, reinvesting strategies, and challenger stocks, and we analyze gold miner Ramelius Resources.

Don’t be shocked! On this week’s episode of QAV, Tony has some new insights into ways to analyse growth stocks using the checklist and Cameron has to pick himself up off the floor. In our analysis section for premium members, we look at FMG, Fortescue Metals Group.

This week we’re answering a number of listener questions, including one about how much attention Tony pays to “tailwinds” or macro factors affecting an industry or the economy. We also talk about how Tony deals with red flags in companies he has invested in, and he talks about some mistakes he has made recently. In our Club edition, we analyse Stanmore Coal again (we did it earlier this year) and...

In this episode Tony explains how he thinks about structuring a portfolio taking into consideration your appetite for risk and volatility. In our Club episode, we also answer some listener questions about the process of buying shares, how to work out the most undervalued Top 10 stock, and the NEFF ratio. Oh yeah, and I sing Tony a song.

Based on an email from one of our QAV Club members, this week Tony shares his views on the various investing tax structures. We also talk about how we’re managing the dummy portfolio. And in our QAV Club analysis section this week, we’re looking at IFN.

It’s reporting season and Tony is EXCITED. On this week’s show we talk about the cause of CRN’s sudden decline, and analyse two companies – BHP and QAN. We are also adding quite a few additional stocks to our dummy portfolio based on Tony’s private analysis.

Tony talks about his view on the US bond market’s “inverted yield curve”, and his policy for investing before and during a market downturn. For our club members, Tony then analyses TWO companies this week: Beach Petroleum and Bell Financial Group.

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.

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, T...

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.

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 ou...

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.

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 em...

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).

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.

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.

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.