QAV Investing Podcast (Free Edition)

On this episode, we talk about the RBA dropping interest rates and other signs the economy is weakening and what that means for investing. We also talk about how shorting the market works as an investment tool. And our stock of the week is Eclipx, a vehicle leasing company that has recently had a bump to its price.

Our guest today is one of Australia’s most respected financial journalists – Alan Kohler. Tony has been a big fan of Alan’s work for decades and was as giddy as a K-Pop fan about getting Alan on the show. Alan gave us his thoughts on the economy, unemployment, internet stocks, lying CEOs, and his role with the Australian Indigenous Education Foundation.

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.

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.

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).

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.

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?

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!

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.

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 hi...

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.

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.

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.

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.