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.
This week: The market remains buoyant on the back of positive earnings, DTL crashes 22%, Buridan’s Ass, Pulled Pork AGL. Also in the Club edition: Darryl’s portfolio analysis, Magnificent 7 profits now exceed almost every country in the world,
Three Men and a Tiger
This week: Market and portfolio updates; Nick Scali and Myer jump on profit results; the pitfalls of passive investing; the cracks deepen beneath the market’s surface; Woodside Santos merger collapsed; pulled pork on MME. Also in the Club edition:
This week on QAV: Market hit all time high, then retreated… because of McDonalds in Gaza?!; Portfolio report; pulled pork on Metcash (MTS). In the Club edition: CCP results and share price; System Justification Theory; Elon’s Tesla strategy; Jor
This week we’re talking about: Munger’s final portfolio, Base-Rate Neglect, Pulled Pork - TLS Plus, only on the Club edition: Evergrande liquidation, Aluminium and CAA, Fund managers reveal their big investment mistakes, Crypto still isn’t leg
On this week’s show: Retail traders are suffering from fatigue; Lithium and tech stocks crashing; AI means the cost of intelligence will plummet. Club edition also includes: Why TK keeps his mortgage facility open; Pulled pork on FND.
The Curse of Knowledge
Market and portfolio updates, Brent’s secret QAV tweaks which delivered his terrific results, and GNC vs Wheat. In the Club episode, Pulled pork on Brambles (BXB), STOCKOPEDIA NAPS, the “Curse of Knowledge”, more discussion on Average True Ran
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