Quality At Value - Value Investing In Shares

Tony Kynaston & Cameron Reilly
  • 4.6 (79)
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Each week we teach the basic principles of value investing, the only real way to have long-term success in share investing.

  1. 4 DAYS AGO

    Five Juicy Years: Gold, Oil, and the Art of Saying No – QAV AU #918

    On this episode, Cam and Tony work through a busy news week — the ASX's longest losing streak since 2018, oil prices going nuts, the UAE ditching OPEC, and Greg Abel's first real run at the Berkshire AGM without Warren holding the mic. Tony does a Pulled Pork on Kaiser Reef (KAU), a small Aussie gold miner that went from explorer to profitable producer after snapping up the Henty Gold Mine in Tasmania — worth a look but it's a Josephine right now. After hours: Wuthering Heights gets a surprise thumbs up from Tony, Cam can't stop raving about the 1967 Lee Marvin noir Point Blank, and Nick Cave's first novel gets a second read.

    34 min

  2. 29 APR

    Crash and Bash — QAV AU 917

    On this episode we check in on the dummy portfolio (running at double the market over the last year), chat about the Trump assassination attempt security shambles, and Tony does a full Pulled Pork on AMA Group — Australia's largest listed smash repairer, a turnaround story that's clawing its way back to profitability after a brutal post-COVID debt hangover. We also cover the Joe Longo ASIC farewell, the SDI acquisition update, MMI's share consolidation, and Greg Abel's first Berkshire Hathaway letter.

    33 min

  3. 22 APR

    The Happy Zone – QAV AU #916

    This week we kick things off with the Iran war's knock-on effects for oil markets, the Australian economy, and why the banks are quietly raising their bad debt buffers while the stock market ignores all of it. Plus Tony does a full Pulled Pork on Cuscal (CCL), the payments infrastructure company that's been flying under the radar because of a dodgy GICS code, and we chat Duratec's massive defence contract win, the Hamish Douglass tell-all, and News Corp's dodgy share count data.

    34 min

  4. 15 APR

    Lumpy Payback — QAV AU 915

    This week we dig into the chaos of Trump's Strait of Hormuz oil blockade, and why the ASX is shrugging off the end of the world. Tony does a Pulled Pork on Perth property developer Peet (PPC) — a 130-year-old land syndicator with a Goldman Sachs-driven strategic review swirling around it — and we get a Stock Doctor data alert affecting 100+ dividend-paying stocks that every QAV investor needs to know about. After hours: Rory McIlroy at Augusta, John Candy, Otis Redding, and mangrove seeds.

    36 min

  5. 7 APR

    Dead Cat or Dead Cert? Navigating the March Sell-Off – QAV AU #914

    Everything fell off a cliff in March, and this week we spend a good chunk of the episode trying to figure out which stocks have genuinely reestablished sentiment versus which are just dead cat bounces. Plus we talk about ASIC wanting more jail time for insider trading, using Stockopedia for buyback metrics, PNR's hidden annual report, Perenti (PRN) CEO change, CGF (Challenger Financial) sell line check, and Tony does a Pulled Pork on Tower Limited (TWR). After hours: horse racing, Jeff Beck, Joni Mitchell, a Quebec duo who speak in made-up space language, and Cameron built his own AI-powered ebook reader app.

    38 min

  6. 1 APR

    Drilling for Dollars: BRK, the Strait of Hormuz, and America’s $41 Trillion Hole — QAV AU 913

    Australian consumer confidence hits a 53-year low, the US Treasury's own balance sheet revealing effective insolvency (liabilities nearly eight times assets), and the Iran war closing the Strait of Hormuz and sending aluminum prices surging 6%. A listener question from Darryl about buyback scoring. Tony delivers the episode's Pulled Pork on **Brookside Energy (BRK)**, an ASX-listed, Oklahoma-based shale oil producer drilling in the Anadarko Basin. After hours covers Tony's ChatGPT-powered horse racing scraper breakthrough, Cameron's Nick Cave obsession, Apple TV's *Friends & Neighbors*, and a recommendation for Seth Rogen's time-travel comedy *Future Man*.

    34 min

  7. 25 MAR

    QAV AU #912 — Chicken Little

    In episode 912 of QAV Australia (recorded 24 March 2026), Cameron and Tony open with geopolitical commentary on the Iran-US-Israel conflict and its impact on oil prices, before reassuring panicked listeners that market chaos is cyclical and the QAV rules — including the three-point trend line and Rule One sell signals — are designed exactly for moments like these. Tony delivers a deep-dive Pulled Pork on Karoon Energy (KAR), the upstream oil producer. Other stocks touched on include Viva Energy, Santos, Central Petroleum, Pepper Money (CGF's revised lowball takeover offer), Harmony (HMY hitting a Rule One sell), and the messy Humm/Credit Corp takeover situation involving the Takeovers Panel. After hours, Tony recommends juggling comedian Michael Rayner ("The Broken Juggler") and the political memoir *All's Fair*, while Cameron raves about Jackie Chan's *Police Story*, David Lynch's obscure 1993 HBO miniseries *Hotel Room*, and the 1944 film *Gaslight*.

    30 min

  8. 18 MAR

    Entangled Interests — QAV AU 911

    In this episode of QAV, Cameron Reilly and Tony Kyneston navigate a world of "prolonged conflict" and "supply disruptions," examining the ripple effects of Middle East tensions on global oil, fertilizer, and food security. They dive deep into Australia's precarious fuel security, noting the country holds significantly less than the internationally mandated 90-day buffer. The investment discussion focuses on the "Pulled Pork" of the week, **BSP Financial Group (BFL)**, the largest bank in Papua New Guinea and the South Pacific, which Tony argues is unfairly valued as a high-risk "frontier" stock despite its dominant market share and high return on equity. The duo also discusses the RBA's interest rate dilemma, the "Wild West" of Gen Z using unregulated AI for financial advice, and the 2018 MIT experiment proving quantum entanglement.

    26 min
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Each week we teach the basic principles of value investing, the only real way to have long-term success in share investing.

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