Podcasts by Category
- 286 - QAV #651 – Happy ASXMAS
On this episode: The AORD is having a good Xmas (so far), STW and AFI above their buy lines, our portfolios are doing well, pulled pork on CXO (Core Lithium)
Club: new Commodity Status history feature, PRN poll, FPR net operating cf, CCP on a tear, talking about REITs, pulled pork on CXO (Core Lithium) and why BFG is having a run.Wed, 20 Dec 2023 - 37min - 285 - QAV #650 – TurduckenWed, 13 Dec 2023 - 43min
- 284 - QAV #649 – Farewell Charlie / Ryan’s AnalysisTue, 05 Dec 2023 - 35min
- 283 - QAV #648 – Management QualityWed, 29 Nov 2023 - 33min
- 282 - QAV #647 – The BRHGWed, 22 Nov 2023 - 33min
- 281 - QAV #646 – One Trick PonyTue, 14 Nov 2023 - 36min
- 280 - QAV #645 – Punch DrunkMon, 06 Nov 2023 - 29min
- 279 - QAV #644 – It Will Be EndedWed, 01 Nov 2023 - 25min
- 278 - QAV #643 – A Technical Correction
We're in a technical correction; staying fully invested; CCP collapse; new 3PTL sells number jumped this week; Pulled pork RRL; the performance of AFI.
In the Club edition only: Is being rich a superpower?; staying enthusiastic during a long downturn; how TK differentiates between quality and value; the value/risks of a concentrated 10 stock portfolio; WWTD if he had cash but a full portfolio?Wed, 25 Oct 2023 - 41min - 277 - QAV #642 – Is This Time Really Different?Wed, 18 Oct 2023 - 39min
- 276 - QAV #641 – Dumb MoneyWed, 11 Oct 2023 - 39min
- 275 - QAV #640 – Chris from Stockopedia
Chris Batchelor from Stockopedia talks to us about how their product can help Australian (and international) investors make better investing decisions.
Then in the Club edition, TK and I talk about the market rout, RBA and interest rates, portfolio performance, Woodside and Richard Goyder, the double loop concept in retail, putting Super into housing, Josephines and dividends, and the Murdochs.Wed, 04 Oct 2023 - 47min - 274 - QAV #639 – Holiday ModeTue, 26 Sep 2023 - 15min
- 273 - QAV #638 – Gaming The Numbers
CAGR reporting, YAL’s PrOpCaF, US Portfolio, SGM market update, Lithium a Sell for PLS, Viva Energy & Vitol, QAN troubles, Mortgage rate change 6.58%, CCP now ex-div, Brisbane catch up, Pulled Pork: WGX, borrowing against a mortgage to invest in shares, ex-dividend and Josephine status, and charting our buy list.
Wed, 20 Sep 2023 - 25min - 272 - QAV #637 – Chairman Mabb (ASA) ReturnsTue, 12 Sep 2023 - 1h 33min
- 271 - QAV #636 – Come On NowTue, 05 Sep 2023 - 28min
- 270 - QAV #635 – Sugar HitsWed, 30 Aug 2023 - 25min
- 269 - QAV #634 – Whitehaven Coal
This week on the show: PRN reports great results and crashes; China’s slowdown; US bond yields; SGM results; Pulled pork WHC; new mortgage rate; TK’s thoughts on Imugene (IMU) and share placements at a significant discount.
Wed, 23 Aug 2023 - 38min - 268 - QAV #633 – Baby BuntingTue, 15 Aug 2023 - 36min
- 267 - QAV #632- Confidence Is Up/Down!Tue, 08 Aug 2023 - 20min
- 266 - QAV #631 – Goodbye, Mr BondTue, 01 Aug 2023 - 46min
- 265 - QAV #630 – The Dead Zone
This week in the Club edition we’re talking about movements in Gold and Lithium prices, why Super Funds suck, why the ASX is in a “dead zone”, the big week of company reporting coming up, our Stockopedia trial, a pulled pork on KSL, URW selling down US malls, RIO in recycling push, technical indicators, and what TK thinks about companies with lots of shares held in escrow.
Wed, 26 Jul 2023 - 26min - 264 - QAV #629 – Keep On Truckin’
Cameron’s powers of prediction, FMG’s divorce, Bond payouts, what is a RINO, new QAV 3PTL sell alerts, do we get rid of 2BL / JOSEPHINE, Ryan's analysis on 0.1 and ADT levels, Pulled Pork on LAU, the HOPE model, BRB / RMS takeover, sell-side vs buy-side analysts.
Tue, 18 Jul 2023 - 26min - 263 - QAV #628 – Don’t Worry About Debt
LAU is a the new Michael Jordan; selling MQG; URW updates; wheat price confusion; club member results; pulled pork on NZM; investing in companies with high levels of debt or intangibles.
Wed, 12 Jul 2023 - 31min - 262 - QAV #627 – Rubberband
It’s the end of FY23 and we reveal the QAV portfolio performance as well as our personal portfolio performance and discuss the performance of some QAV Club members. We also take a question from Alex about how young people might get started in investing, discuss the Dogs of the Dow, a pulled pork on URW, and potential changes to Rule 1.
Tue, 04 Jul 2023 - 25min - 261 - QAV #626 – Is Investing Just Luck?
On this week’s episode: Tin is a buy, which makes MLX (the subject of Tony’s pulled pork) a buy. BRK is just an oil play as far as we can tell, but Crude Oil just became a sell. We clarify Steve Mabb’s thoughts on using Betashares Australian High Interest Cash ETF (AAA) to park our cash and agree it’s worth a try. Artificial intelligence powers US shares into a bull market, but will it help the AORD? Tony continues to criticise the RBA’s use of interest rates. If DBI is a “bond proxy” should it be on our buy list? C6C dropped by 18% yesterday - we don’t know why, but discuss whether or not there are any Rule 1 fudges.
Tue, 27 Jun 2023 - 32min - 260 - QAV #625 – A Good Week!
On this week’s episode: Tin is a buy, which makes MLX (the subject of Tony’s pulled pork) a buy. BRK is just an oil play as far as we can tell, but Crude Oil just became a sell. We clarify Steve Mabb’s thoughts on using Betashares Australian High Interest Cash ETF (AAA) to park our cash and agree it’s worth a try. Artificial intelligence powers US shares into a bull market, but will it help the AORD? Tony continues to criticise the RBA’s use of interest rates. If DBI is a “bond proxy” should it be on our buy list? C6C dropped by 18% yesterday - we don’t know why, but discuss whether or not there are any Rule 1 fudges.
Tue, 20 Jun 2023 - 259 - QAV #624 – The Tin ManWed, 14 Jun 2023 - 32min
- 258 - QAV #623 – The RBA HammerTue, 06 Jun 2023 - 32min
- 257 - QAV #622 – Debt Ceiling BluesWed, 31 May 2023 - 33min
- 256 - QAV #621 – 95% Discipline
This week we discuss the rough week in the AORD, with lots of sell and not much to buy; Commodity updates; sudden drops by CLX and ALO; tips on investing from Morgan Housel, author of The Psychology of Money, and a pulled pork on FHE.
Tue, 23 May 2023 - 30min - 255 - QAV #620 – Don BradmanTue, 16 May 2023 - 33min
- 254 - QAV #619 – Other People Doing Dumb Things
On this episode we got so carried away talking about the highlights of the 2023 Berkshire Hathaway AGM, the OML drop, HotCopper pump and dumper gets prison, Light portfolios beating the benchmark, review the “The Lowest PE” rules, QAN replacing its CEO, NAB getting sold off, pulled pork on PLS, the latest RBA rate rise, the Federal budget, and reviewing the “Buy follows Sell line” and the “Latest Buy Line”, that we ran out of time for questions.
Wed, 10 May 2023 - 31min - 253 - QAV #618 – A Chat with GPT4Tue, 02 May 2023 - 34min
- 252 - QAV #617 – Live From Toronto
Live from Toronto, we talk about the portfolio's recent performance, steel is now a sell, pulled pork on NAB, share investing vs share trading for tax purposes, update on Renko charts, and the new Brettalator update.
Tue, 25 Apr 2023 - 34min - 251 - QAV #616 – Quick & Dirty & EasyTue, 18 Apr 2023 - 32min
- 250 - QAV #615 – Simon Shepherd, TINGTue, 11 Apr 2023 - 28min
- 249 - QAV #614 – Viva Las VegasTue, 04 Apr 2023 - 33min
- 248 - QAV #613 – Tim Lincoln, Stock Doctor
Today our guest is Co-Founder and Managing Director of the company that produces Stock Doctor - Tim Lincoln. Tim co-founded the company in 1991 with his father Dr. Merv Lincoln and Stock Doctor was launched 6 years later, in 1997. Today, Tim has grown a highly successful financial technology and investment business that includes a growing team of 40 finance professional, thousands of long-term Stock Doctor members and over $800 million invested in their three industry leading Australian and US managed funds.
Tue, 28 Mar 2023 - 34min - 247 - QAV #612 – The MAXIMS of QAV
Lots of selling, not much to buy; The MAXIMS of QAV; RMS makes takeover offer yesterday for BRB; Bank Hybrids wiped out in UBS takeover of Credit Suisse; Banks and trust; Pulled pork : Ooh Media (OML); update on heavy mineral sands products; what to do when you have a commodity sell, but the day you’re going to sell it, the price is going up; the size and danger of ETFs; insights on the lithium/battery market; diversification with corporate bonds; South African corruption.
Wed, 22 Mar 2023 - 34min - 246 - QAV #611 – Monkeys & Bananas
Black Monday in the bond market points to pain ahead; the impact of the SVB Collapse; Comms update; S32 - sell or not?; RBA lifts rates to 3.6%; Brett Fisher on Renko charts; Pulled Pork: SRX; using TTM for Op. cashflow; ZIM and its capital return.
Wed, 15 Mar 2023 - 33min - 245 - QAV #610 – Psychopathic CulturesWed, 08 Mar 2023 - 32min
- 244 - QAV #609 – Just a Few WinnersTue, 28 Feb 2023 - 32min
- 243 - QAV #608 – Denial
Market and portfolio updates; Pulled pork kibosh on FBU; Iron Ore is a buy again, but Andrew Forrest is insane in the membrane; Charlie is 99 and still doing LIVE Q&A for Daily Journal; Gurufocus v Stock Doctor data; AMP Results; WHC results; CGF - Annuities benefitting from Higher interest rates; QBE results; BNPL likely to be regulated as credit; Pulled pork RRL; How does TK plan to live off his portfolio; topping up when you’ve missed your Rule 1.
Wed, 22 Feb 2023 - 31min - 242 - QAV #607 – Dow TheoryTue, 14 Feb 2023 - 32min
- 241 - QAV #606 – The FOMO RallyWed, 08 Feb 2023 - 32min
- 240 - QAV #605 – A Wet Barnbougle
Dummy Portfolio slipped a bit thanks to coal; Chanticleer and the Chook Super Fund; FMG result; ADANI and activist investors; pulled pork on CMM
Wed, 01 Feb 2023 - 33min - 239 - QAV #604 – The Classy Gentleman
Portfolio updates; Feedback on Fees; RIP David Hains; Member results; retailers results due to inflation; Pulled Pork SEQ; Is NGI a LIC; using your own rate of interest; Ethical Investing; When to sell; Increasing Investing.
Tue, 24 Jan 2023 - 33min - 238 - QAV #603 – Lithium Lovers
Updates on commodities and our portfolios; Collins St Value Fund performance vs the DP; FMG has 2 finance departures; Mortgage rate survey now 6.5%; Magic Millions horse sales setting new record; QAVvers and fees saved; confession season; the lithium lovers are alive and kicking; using a home loan redraw; Terracom’s (TER) involvement in the investigation into potential fraud; CRN CEO’s retirement; Is TK fully invested? Pulled Pork this week is Seven West Media (SWM).
Tue, 17 Jan 2023 - 33min - 237 - QAV #602 – Budgie Smugglers
Munger turns 99, Commodity updates, Portfolio updates, commodity status on buy list, Pulled Pork on VUK, Brent’s returns, TK’s new year resolutions, AMPs situation re Dexus, FMG exodus, buying stocks when their sell line is above the rule 1
Wed, 11 Jan 2023 - 34min - 236 - QAV #601 – Best Of The Early InterviewsThu, 05 Jan 2023 - 48min
- 235 - QAV #551 – Alert But Not Alarmed
In this final episode for 2022, I'm actually going back to early 2020 and taking a look at how Tony managed the COVID crash. It's something TK suggested a while back, because it's a good study / reminder on how he thinks in times of market uncertainty.
Mon, 26 Dec 2022 - 38min - 234 - QAV #550 – The Pulled Pork Kibosh Test
It's that time of the year when I give TK a break and put together a couple of compilations from the year that was. This time I decided to put to the test the idea that Tony's Pulled Pork put the kibosh on stocks. Is that true? Let's find out.
Tue, 20 Dec 2022 - 57min - 233 - QAV #549 – Windy and Wet
RBA and rates, Coal, Iron Ore and Gold are all buys, Portfolio update, bank dividends, Clough collapse and BPT, Pulled pork AGG, trailing stop losses, inflationary pressures, how TK comes up with hurdle rates, C6C selling it’s Australian assets, IRR v CAGR, share buybacks, how to get to Berkshire’s 2023 AGM. Blackstone to limit redemption requests, the impact of the gas price cap.
Tue, 13 Dec 2022 - 32min - 232 - QAV #548 – Todd Barlow, Washington H. Soul Pattinson & Company Ltd
Today we chat with Todd Barlow, CEO of Washington H. Soul Pattinson & Company Ltd (SOL) about the investment strategy behind their impressive returns.
Tue, 06 Dec 2022 - 32min - 231 - QAV #547 – Crystal Balls
TK’s historical returns; Pulled Pork kibosh on GNG; SKT consolidation; SGM - Iron and Steel Scrap; Buffett explains his $750 million charitable donation; RBA taking a lot of heat; beware annualised figures; Portfolio update; QAN upgrades again; CLX Upgrades; Fixed loan rates; $250k deposit guarantee; Pulled Pork on DDH
Tue, 29 Nov 2022 - 32min - 230 - QAV 546 – Retrospective Investing
Oil is a sell; Is WDS a sell?; Retrospective investing; Iron Ore Doomscrolling; Portfolio update; Selfwealth update; Pulled Pork S32; Stock Doctor filters fixed; MLX is tin; dividends contributions; share investing vs property investing returns.
Wed, 23 Nov 2022 - 34min - 229 - QAV 545 – Price v Value
Melbourne get together; The Bitcoin valuation model; Fake Twitter crashes LLY; Light v Club; FTX/ SBF in AFR; Brettalator beta; portfolio update; The mortgage rate; Nickel is a buy; QAV Stocks in the news; Australian banking’s Mr Clean; Pulled pork Self Wealth; What the hell are futures markets exactly; Coal Bunko Chart update;what's going on with IMA.
Wed, 16 Nov 2022 - 34min - 228 - QAV 544 – Follow The Recipe
The Dismal Science; gold is a buy; portfolio is killing it (too good?); what to do if your performance sucks; ‘loss-aversion’ bias; NHC buy back; CRN ends talks with Peabody; New month, new alerts; Pulled Pork - DBI; what to do when there’s a big gap between Buyers and Sellers; Rule#1 Clarification; update from Denis in Kyiv.
Wed, 09 Nov 2022 - 32min - 227 - QAV 543 – The Mounting YardWed, 02 Nov 2022 - 32min
- 226 - QAV 542 – Expose YourselfTue, 25 Oct 2022 - 34min
- 225 - QAV 541 – Bipolar Mr Market
The bipolar Mr Market, commodity updates, PE clarifications in Bible, Qantas upgrade, ATL owned Camplify acquires European base, Howard Marks raising money, Pulled pork on SLH, Tony’s coffee with SOL CEO, why Tony has always been invested in WAM, advice on how to find a financial adviser, what to do if you’re going away for 2 weeks.
Tue, 18 Oct 2022 - 34min - 224 - QAV 540 – No Secrets
Oil, copper and gold commodity movements, SDG bought for the DP, but it’s in rundown, Pulled pork request from Ally: BST, Interest rate changes to Master spreadsheet, dividend payments and sell lines, investment prioritization and risk tolerance, 2% capital loss/risk rule, the TGA share consolidation scenario, what is the main commodity for S32?, the coal sell line, parcel sizing.
Tue, 11 Oct 2022 - 33min - 223 - QAV 539 – Coked Up
Liz Truss is a genius ; COAL - if thermal is a buy, and coking is a Josephine, how do we treat YAL; I screwed up with SMR today; Portfolio updates; RBA increasing rates today; David Gottesman, Warren Buffett Partner, Dies; The market PE ratio is falling; Recession in my mind, is almost certain; All ords down 7.13% on a 1 year basis. but the Small ords is down 22.24%; Pulled Pork on: BFG; the Investment Clock; how to determine if there has been a recent positive upturn; why does TK think "Capital Goods" companies are starting to show up in droves on our list; the theory of "3PTL Sells" and dividends.
Tue, 04 Oct 2022 - 35min - 222 - QAV 538 – The Market Rout
Fund performance; Reserve Bank money printing and inflation; Labor and Franked Dividends; Pulled Pork XTE; share market rout; portfolio update; RBA burns $50bn in QE; Viva Energy Buys back Coles Express sites; WHC announces $2bn buy back; Apollo shares jump on Jucy deal; Kudos to ABC News; Doug’s shorting experiment update; back testing around observing major triggers of a general downward trend in the market; the pros and cons of ETFs; ECX continually buying back shares and Rule #1.
Tue, 27 Sep 2022 - 33min - 221 - QAV S05E37 – Under Pressure
Founder-lead businesses; dividend payment dates; Stock Doctor and updated results; keeping LICs off the buy list; Renko chart update; RBA governor under pressure; new large cap stocks; setting up a $100k DP;
GNP pulled pork; NL stands for No Liability; the benefit of taking profits.Tue, 20 Sep 2022 - 33min - 220 - QAV S05E36 – The Beeping RoyalsTue, 13 Sep 2022 - 33min
- 219 - QAV S05E35 – QAVLENGTHTue, 06 Sep 2022 - 33min
- 218 - QAV S05E34 – The QaverickTue, 30 Aug 2022 - 33min
- 217 - QAV S05E33 – Astrology For Men
Our guest today is Brisbane-born, LA-based Tobias Carlisle, PM of Acquirers Funds, author of The Acquirer's Multiple and Deep Value, and co-host of the Acquirers podcast. We talk about the current state of value investing in the USA and why macro economics is "Astrology For Men".
Wed, 24 Aug 2022 - 33min - 216 - QAV S05E32 – QAV A Good Week
On this episode: Signs of Coming Economic Horror, gold is a sell, CGF punished, portfolio update, mortgage rates update, reporting season updates, nickel close to a buy, BPT misses guidance, Pulled pork on SDG, OGC delisting, SKT pulls out of Media Works, filtering the list for dividends.
Tue, 16 Aug 2022 - 33min - 215 - QAV S05E31 – How High Is Your IQ(AV)?
We bid farewell to ONJ; Portfolio update; 3PTL reminder; Catch phrase comp; Oil is almost a sell; Gold AUD no longer a sell; Pulled pork is KPG; AFIC Net Asset Backing; Is Copper a buy; Is TK fully invested currently or still being cautious; the longest period of under performance TK has experienced.
Tue, 09 Aug 2022 - 33min - 214 - QAV S05E30 – Light and MagicWed, 03 Aug 2022 - 33min
- 213 - QAV S05E29 – Let’s Get Physical
We farewell a QAV member; gold is a sell; iron ore is close; pump and dumpers duped millions out of Aussie investors; BPT results; Buffett’s casino analogy; profit taking driving up inflation; Duncan on asset washing; pulled pork on ACL; using the 3PTL on ETFs; has TK done better out of mining or industrial stocks; how and why of the Average Daily Trade rule.
Wed, 27 Jul 2022 - 32min - 212 - QAV S05E28 – DisciplineWed, 20 Jul 2022 - 32min
- 211 - QAV S05E27 – The Coppock CurveTue, 12 Jul 2022 - 33min
- 210 - QAV S05E26 – Happy New Year
As the financial year has ended, we discuss our portfolio performance, and then discuss BYE’s qualified audit, Confession season, mortgage rates, Pulled Pork is NZM, Iron Ore prices, 2nd Buy Line examples, and dollar cost averaging vs going all in.
Wed, 06 Jul 2022 - 35min - 209 - QAV S05E25 – Michael Goldberg ReturnsFri, 01 Jul 2022 - 34min
- 208 - QAV S05E24 – White-knuckleTue, 21 Jun 2022 - 34min
- 207 - QAV S05E23 – Dr Jenny Fagg, 2BeMon, 13 Jun 2022 - 31min
- 206 - QAV S05E22 – Musical Chairs
Why investing is a little like musical chairs at the moment; why we should like it when the market makes mistakes; Apple announces BNPL service; changes to cash rate; Pulled Pork on PGL; Yancoal takeover update; Iron Ore no longer a Josie; fundie performance limited by short-termism; how to stay sane during corrections; reporting of qualified audits in half-yearly reports.
Wed, 08 Jun 2022 - 31min - 205 - QAV S05E21 – Excesses And CorrectionsSat, 28 May 2022 - 33min
- 204 - QAV S05E20 – The Contra GuysWed, 25 May 2022 - 33min
- 203 - QAV S05E19 – Outfoxed
We’ve been banned from talking about crypto and fund managers; Mark’s checklist for the checklist; kids and investing; commodity update; portfolio update; are we counter cyclical; new results in SD for ECX and NAB and PDL; CGT planning; top 3 LICs; S32 update; Renko charts; setting Josephine alerts; pulled pork on PTL; stocks and high interest rates; defining "independent director”; how quickly to buy after a sell; the difference between a Josephine versus a falling knife; gold USD v AUD; the ACL chart; operating cashflows and lease payments.
Wed, 18 May 2022 - 33min - 202 - QAV S05E18 – Blood On The Streets
There’s blood on the streets! We introduce the underlying commodity Josephine rule, MML is now X64, aluminium is a sell, iron ore sell fudge, RBA lifts interest rates, Rule 1 price for penny stocks, pulled pork on PDL, what is a "Cash settled total return swap”, investing during interest rate rises, Alumina v Aluminium, Rule #1 alerts when you’ve bought a particular stock in a few different tranches, GMA and the Impact of rising interest rates, when to factor a dividend back into the price.
Wed, 11 May 2022 - 33min - 201 - QAV S05E17 – Profit Pause
We’re talking about the Berkshire AGM, poor fund manage performance, pulled pork on AMP, the TRS CEO departure, CCP’s drop, linear v log charts for 3PTL, and everyone’s fear of low sell Iines.
Wed, 04 May 2022 - 39min - 200 - QAV S05E16 – Chairman Mabb
We are joined by guest Steven Mabb, Chairman of the Australian Shareholders Association, to talk about the importance (or not) of voting in AGMs and how the ASA can help. Later we talk about: BRK AGM this weekend, China’s lockdown, Netflix’s stock price, PGL on our buy list, the Solomons and China, the BHP/WPL de-merger, over-exposure to mining and China, what to do with stocks that go nowhere, why TK prefers a LIC instead of a ETF in case of emergency, the importance of EPS growth, the differences between ROIC and ROE, and AMP’s ‘qualified opinion’.
Wed, 27 Apr 2022 - 36min - 199 - QAV S05E15 – When You Predict
Afterpay losses explode; natural gas prices at 13-year high; Stocks of the week; Portfolio update; selling SFC; Yield curve has righted itself; BRK has invested $22bn in purchases this year; PRU pulled pork; where to find board ownership if no SD; foreign connections to a non-democratic country; How does TK determine number of stocks he owns?; the impact the Federal and State Govt schemes on GMA; buying stocks with a small spread between the buy & sell 3PTL; digital security measures for protecting our portfolio's in a SelfWealth scenario.
Wed, 20 Apr 2022 - 33min - 198 - QAV S05E14 – Know Your ProductWed, 13 Apr 2022 - 37min
- 197 - QAV S05E13 – Trouble At The Mill
Financial health RATING v TREND in the checklist, fund manager performance, Ukraine war driving up mining and energy profits, CAA aluminium pass through, RBA rates, PP on MAM, Tony coming to QLD, Salary Sacrifice into super, OP/CF vs SD OP/CF, FFX sovereign risk and poor financial performance.
Tue, 05 Apr 2022 - 31min - 196 - QAV S05E12 – Goin Fishin
AMI bad news; Navexa and CAGR; Stocks of the week; Santos’ big discovery; Max Walsh RIP; Twiggy’s perpetual train; BPNL bloodbath; ABA pulled pork; how to understand yield curve inversion; the psychology of investing; ECX and petrol prices; How does TK manage his portfolio when he’s on holidays?
Wed, 30 Mar 2022 - 31min - 195 - QAV S05E11 – Flogs
Hamish Douglass resigns from Magellan board; Russia spiralling towards $210b default nightmare; “Asset Manager Capitalism”; Copper is a buy; GRR is now a Star Stock; MQG is back on the buy list; pulled pork on MQG; petrol and EVs; Buy Now or Later; how quickly Tony sells; are we crazy to be selling commodity stocks at all time highs?; IMA corporate action; understanding "right of use" assets; should we take industry sector into account?; sell line for MAD.
Wed, 23 Mar 2022 - 34min - 194 - QAV S05E10 – The Wet Finger Test
Update from Denis in Ukraine; YAL dividend and drop; Copper is a sell; Another construction company collapse; ASG pulled pork; buying new entries; MML CEO’s sudden exit; WGX announced capital raising; leaving a 10% gap between buy and sell price; CAA and the aluminium price; how to evaluate stocks that are relatively recent entrants on the ASX.
Tue, 15 Mar 2022 - 33min - 193 - QAV S05E09 – Coat LiftersWed, 09 Mar 2022 - 33min
- 192 - QAV S05E08 – The Sound Of Cannon
Markets and War; bank rate increase; MWY bad results; Construction collapse; Berkshire’s annual letter; GRR results; Portfolio average hold time; outdated consensus valuations; is five year relative strength important; calculating CAGR in Excel; red flag if DPR of greater than 100%.
Wed, 02 Mar 2022 - 37min - 191 - QAV S05E07 – Overconfidence
This week we’re talking about Navexa portfolio issues, overconfidence in investors, Murph resigns from Berkshire, Berkshire invests in a crypto bank, Munger’s recent Q&A, BFG’s money laundering problems, HUM’s acquisition by LFS, CGF back on the buy list, S32 is Tony’s pulled pork, Ares buying into GMA, FMG is a Josephine, and then we answer your questions about Grantham’s bubble warnings, using trend lines to know when to cancel a Josephine, the iron ore sell price, buying stocks close to the sell line, using company market cap figure relative to Index Funds to determine whether a company's share price could be at risk of a near future increase or decrease, kissing a few frogs to get a prince, holding on just for the takeover premium and FEX's very low sell line.
Wed, 23 Feb 2022 - 40min - 190 - QAV S05E06 – The Pendulum
Copper is a buy again, why VUK’s audit it NOT qualified, ASX CEO resigns, the impact of petrol prices, portfolio update, SGR has a qualified audit, NUF is the pulled pork, how to work with a stock you inherit, why we have no cut-off for low Quality scores, Tony’s average holding period, Andrew’s sliding Rule 1.
Wed, 16 Feb 2022 - 32min - 189 - QAV S05E05 – Scientific Fiddling
As we’re joined by special guest Taylor Reilly, we talk about flatulent labels, redefining how a stock comes out of being a Josephine, our portfolio performance for the FY, a pulled pork on CCP, Greenblatt and LEAPS, when to sell after a 3PTL breach, should MAM be on the list, what to do with stocks we get from a demerger, what to do with MXI, more about property v shares, and and whether or not we need to check for a qualified audit if it’s an ASX200/300 company.
Wed, 09 Feb 2022 - 32min - 188 - QAV S05E04 – Carry A Towel
Jam packed show this week! Losing money is one thing, losing your nerve is everything ; Iron ore hits $150/ton; CCP results are out, Stock price up 7% over last 2 days; ASX200 down 6.3% for January; How to calculate the Gold price; Stock of the week WLD; hostile takeover of IMA; investing during reporting season; the Fed put; re-buying recent sells; fudging 3PTL sells; Josephine charts; “A” grade companies aren’t “A” grade stocks; concentrating portfolio when there’s nothing to buy; using LEAPs; trading halts; Copper companies churning out cash; 3PTLs for WAF; BHP’s demerger; Rule no.1, should it be applied to a holding as a whole (average price) or to individual parcels?
Wed, 02 Feb 2022 - 33min - 187 - QAV S05E03 – Frogger
Talking about the current market volatility, and whether or not we should wait it out and go to cash; we discuss recent articles talking about “investing” in tech stocks and crypto; deep dive on RIO; explain how the Bank Bill Swap Rate works; whether or not new investors should wait until the end of reporting season; getting back to the 'Buy Follows Sell' rule and how it applies to CBA; possible reasons why KRM has gone up and MQG has gone down; and the challenges in placing orders at market value.
Wed, 26 Jan 2022 - 36min
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