245 episodes
QAV - Investing In Shares Tony Kynaston & Cameron Reilly
-
- Business
-
-
4.6 • 72 Ratings
-
Tony Kynaston is an expert on value investing. Over 25 years, his investment portfolio has achieved an average 19.5% compound annual return. Now he's going to teach us his system for successful investing, based on the Warren Buffett / Benjamin Graham school of intrinsic value.
-
Debt Ceiling Blues
US debt ceiling hits the AORD; Doug Tynan uses A Checklist; Brettalator problems; Apollo is now THL; Using GPT to find companies with a qualified audit; Portfolio updates; Pulled pork on FPR; a refresher on operating cashflow v free cash flow; the corr.
-
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.
-
Don Bradman
On this episode we talk about interest rate fears continuing to affect the market, PRN’s exposure to commodities, Buffett’s comments on The Intelligent Investor, thoughts about removing Josephines from the buy list, Don Bradman and investing,
-
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.
-
A Chat with GPT4
Tony is on his way back from Toronto, so I decided to have a chat about investing with the second smartest intelligence I know - ChatGPT.
-
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.
Customer Reviews
A Good Horse
Insight into Qav’s iterative & systematic approach to investing has been excellent. Honest, sensible, & methodical. Tony loves horses & Cam is a dark horse, smarter than he lets on….
Five Stars gents for making it fun & informative.
Worth the cost and time x100
I have been a paid member of this show and program for about 18 months now and have been meaning to write a review virtually for every episode sometimes. In summary, podcast is virtually life changing from a share investment point of view.
My previous approach to investing was to invest passively normally based on friend’s or broker’s recommendations only.
The main difference with this podcast is that it is a system to follow and implement so there is a time and cost investment required for the user - however this has been repaid many times in terms of the actual performance of my shares but also and most importantly my understanding of the share market and where I was previously making sub optimal investment. Whilst I have listened to the podcast many times over I have only met TK and CR once so I can say with complete unbiased recommendation that this system for me has been literally LIFE CHANGING.
Well worth a listen
As an absolute novice investor I have learned more about investing from this podcast than I have from any other source. Tony’s advice is amazing and Cam keeps him down to earth/makes sure he explains all the complex stuff for us numpties