QAV Investing Podcast (Free Edition)

This week we're talking with Steve Mabb, Chairman of the Australian Shareholders Association, about what we can do about the many failures of ASX-listed companies to disclose their results during the most recent reporting season.

Tony and Cameron explore the market's recent volatility and recovery, examining key performances in both their Australian and US portfolios. They dive deep into the curious case of Ramelius Resources, dissecting the company's recent series of announcements that puzzled investors and raised questions around transparency and disclosure practices. Other highlights include a robust discussion on small...

In this episode, we review recent half-yearly results and market volatility, discussing notable movements in the dummy portfolio compared to the benchmark, as well as significant shifts in commodities such as crude oil. We dive into reporting-season surprises from companies like Qantas, Hello World, Pepper Money, and Karoon Energy, exploring the lack of timely “confession season” disclosures and h...

In this episode, we review recent half-yearly results and market volatility, discussing notable movements in the dummy portfolio compared to the benchmark, as well as significant shifts in commodities such as crude oil. We dive into reporting-season surprises from companies like Qantas, Hello World, Pepper Money, and Karoon Energy, exploring the lack of timely “confession season” disclosures and h...

In this episode of QAV, Cameron and Tony navigate the carnage of reporting season, where many QAV stocks have taken a beating. They discuss the brutal market reactions to earnings misses, the underperformance of value stocks relative to growth, and what the latest results say about the overall market sentiment. Despite the doom and gloom, there are bright spots, including Berkshire Hathaway’s late...

Half year reports are playing their usual havoc on some of our stocks, as results disappoint the market. But is the market over-reacting in some cases? Tony thinks so. We're also talking about the RBA's decision to cut interest rates and how that affects our investing decisions. Stocks covered today include FND, AMP, CVL, PPM, and Tony's deep dive is on FSF. He also answers a listener's question a...

In QAV Episode 806, Cameron and Tony cover key market updates, including Elon Musk’s $97B bid for OpenAI, Trump’s steel tariffs, and the resurgence of iron ore as a buy. They analyze portfolio performance, noting that long-held stocks tend to outperform, and discuss Nick Scali, Beach Energy, and Seven West Media’s earnings. Cameron unveils the ‘Reilly Indicator’, suggesting that a lack of sell sig...

In this episode recorded on February 4, 2025, we dive into the impact of recent US tariff implementations and their immediate retraction. We also discuss the resignation of Resolute Mining's CEO following his detention in Mali and its effect on the company’s share price, TK explains the Ricardo effect on national economic strategy, the collapse of Mosaic Brands, regulatory approval for FND, and a...

In this episode of QAV, Cameron and Tony discuss a variety of topics, from Tony’s trip to Tasmania and adventures at MONA to Cameron’s kitchen mishap with a mandolin slicer. The conversation transitions to market insights, including the impact of the Chinese AI system DeepSeek on global markets and Nvidia’s significant market cap loss. The duo explores key investment stories like Lindsay Australia...

While TK is away, I'm chatting with Phil Muscatello from the Shares For Beginners podcast, about everything the two of us have learned about investing over the years we have produced our respective podcasts.

This week we're talking about commodities such as crude oil, copper, and lithium becoming buys again, Wall Street predictions and the practical approach of focusing on quality investments and managing risk. Tony shares analysis on several stocks including NWH and MYR, discussing red flags, and a pulled pork on HZN. Cameron discussed his recent analysis on Rule 1 selling and some news regarding FSF...

In our first episode for 2025, we break down our mixed portfolio results for 2024, talk about news related to MWY, ABA, ERD, RMS, play clips from a 1994 talk from Peter Lynch, review Geoff Wilson's investing checklist, discuss Eugene Lama's views on efficient markets, quantum computing threats. And in the After Hours segment we talk about the films, TV and music that's kept us busy over the break.

A review of the stock market's winners and losers for the year, updates on TLS, DTL and FPR, Planck's Principle in investing, our predictions for 2025, and a 'Pulled Pork' on Wagner's Holding Company (WGN). In After Hours we talk about Leunig, say RIP to departed friends, and discuss ADHD.

This week we're talking about SXE's new contracts, The Buffett Indicator, "The Mind of Wall Street", the Murdoch succession crisis, Pulled Porks on GTN and RM, and then in After Hours we discuss Dune Part Two, S02 of Bookie, Vivaldi's Four Seasons, Skeleton Crew, Wild Gods, Pink Moon and using the Australian government to bail out failing news organisations.

In this episode of QAV: Tony's recent golfing escapades and his upcoming move to Cape Schanck. We discuss ANZ's CEO change, reviewing the impact on the stock and the broader banking landscape, including concerns over market share and IT integration challenges. ABA's merger with MyState is analyzed for synergies and potential risks. There's an in-depth look at operating cash flows from Fleet Partne...

In this episode, while Tony is playing golf, I am joined by guest co-host QAV club member Geoff Fleming. We discuss Geoff’s investing journey, then get into Anthony Scaramucci’s book on Bitcoin "investing", recent updates from EHL and FND, ASIC's warnings about cybersecurity threats to share holdings, the latest market news including gold stocks like WestGold (WGX) and Resolute Mining (RSG), and a...

In this episode, we discuss the impact of Trump's tariffs and sanctions on markets, the consolidation of Boom Logistics, Resolute Mining Update, listener feedback about lithium investments and accruals, the Mooch on bitcoin and his Trump decoder ring, a pork on Woodside Petroleum (WDS), Nick Scali's Logistics Challenges, the latest on the super tax proposal, EV vehicle sales in Australia, and a se...

In a jam-packed two-hour long episode 747, we're talking about everything from the RSG kidnapping to accruals in the QAV checklist, the performance of ASG, why Cam didn't buy SWM when he read Kerry Stokes' AGM speech, Zombie companies on the ASX, the NAB being sued by ASIC, the retirement of Joyce Corporation's CEO, GrainCorp profits, Brokers hype, Findi's Indian ATM / IPO play, before wrapping up...

In this mammoth two-and-a-half-hour marathon episode #746, we covered an extensive range of topics, from Trump's 2024 election victory and its implications, to detailed analysis of multiple companies and market sectors. Elon Musk's new role as Minister for Government Efficiency (DOGE), portfolio performance updates showing significant outperformance of benchmarks, and several mining company develo...

We discuss the RBA’s Cup Day meeting, TK does a 'Pulled Pork' on CCP's recent performance, and quotes from 'What Works on Wall Street' by O'Shaughnessy, exploring key accounting ratios and shareholder yield. After hours is about cycling safety, Coppola's "DEMENTIA 13", scotch eggs, and managing celebrities.

We're talking about the impact of Solly Lew's strategic moves on Myer, before discussing Mosaic Brands' recent troubles, portfolio reports, and Tony provides a comprehensive 'Pulled Pork' segment on AMP. Cam discusses the Woozle Effect in investing and provides pulled pork on one of the stocks in our U.S. portfolio, Banco Latinoamericano de Comercio Exterior (BLX). After Hours includes updates on...

In this episode, Tony and Cam talk about market predictions, and recent impressive gains in WGX, FND and WLFC. In the pulled pork, Tony analyses Redox (RDX), and then answers questions about portfolio strategies and buyback versus dividend yields. The episode also features insights from O'Shaughnessy's 'What Works on Wall Street', and After Hours has personal anecdotes about Cameron's Kung Fu grad...

This episode - an analysis of Pepper Money Limited (PPM), Emeco Holdings (EHL), Macmillan Shakespeare (MMS), and GTN. We discuss share buybacks, the impact of private equity ownership, the importance of dividend changes as buy/sell signals, the use of three-point trendlines in stock analysis, and the performance of the US dummy portfolio. We delve into O'Shaughnessy's research on dividends from "W...

In episode 741 of QAV, Tony and Cam discuss fear and greed with quotes from "Reminiscences of a Stock Operator", analyse West African Resources' (WAF) market situation due to Burkina Faso's political climate, Bank of Queensland's (BOQ) franchise strategies, Tony's attempts to get ChatGPT to help with the Kelly Criterion, answer a question about US Dummy Portfolio Strategy, and discuss insights on...

In this episode, we do a deep dive into 'Reminiscences of a Stock Operator' by Edwin Lefèvre, detailing Jesse Livermore's life and lessons. We give AU and U.S. portfolio updates, some discussion about interest rates and the housing market, say goodbye to VUK, keep an eye on the iron ore price, reveal TK's recent mistakes, and talk through a quote from 'What Works on Wall Street' by O'Shaughnessy....