138 episodes

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.

QAV - Investing In Shares Tony Kynaston & Cameron Reilly

    • Business
    • 4.5 • 49 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.

    The Beauty Pageant

    The Beauty Pageant

    We talk about the bank results; tech wreck; Buffett breaking the NASDAQ; Increasing Net Equity v NEPS; re-naming the “buy list”; LICS and NTA; Price to Operating Cashflow for ETFs; Tony’s performance today vs when he had a smaller portfolio; CCV

    • 32 min
    The Trivia King

    The Trivia King

    This week we recorded while I was staying with Tony down at Cape Schanck! We talked about the collapse of BPT, why ATL is our SOTW,  the highlights of the Berkshire Hathaway 2021 AGM, the importance of price to cashflow in our checklist,

    • 32 min
    The Fourth Law of Motion

    The Fourth Law of Motion

    On this episode, we talk about our portfolio performance, SOTW, Colin Nicholson’s three market stages, Jack Bogle’s fourth law of motion, if SSG is a sell, the value of private banking, the idea of using increasing equity per share,

    • 32 min
    The Gold Rush

    The Gold Rush

    This week we chat with Chris Stott, Chief Investment Officer at 1851 Capital and then get into our regular show, where we discuss the MRC collapse, the CAA takeover bid, Geoff Wilson’s LIC strategy, our SOTW (DSK), if MYR is close to a sell, DKM dropping off the buy list, directors transactions, IV2 challenger strategy, why research firms suspend coverage on stocks, using (ATR) average true range multiples to set trailing stops, current US valuations, and whether or not TRS as a recent positive upturn.

    • 37 min
    The Whip

    The Whip

    Regression testing with Dylan the intern; “A Quantitative Approach to Tactical Asset Allocation”; SOTW: MXI; Tony’s thoughts on investing in a NASDAQ 100 ETF; should keep our AGD shares; Why did TK skip past MYR on the buy list; capital raising o

    • 37 min
    Water Your Flowers

    Water Your Flowers

    Ray Dalio on BTC. Lou Simpson’s investing philosophy. The proposed TLS break-up. Selling low dividend payers. Tolerance for older data. KRMs health score. 3PTL for ADH, HLA & HVN. Tony's view on the Iron trend line. Replacing IV1 and IV2 with PE rati

    • 35 min

Customer Reviews

4.5 out of 5
49 Ratings

49 Ratings

Davisryan ,

Highly Recommended

I've learnt so much from this great investing podcast. Tony teaches Cam how he's invested successfully for the past 20+ years. Also supported by an active Facebook group and website. Especially interesting in these crazy times! I look forward to every ep!

ISM001 ,

Misleading

I spent 30 minutes listening to the ‘MSV’ podcast from May last year only to discover, in the last 2 minutes that I have to pay to hear the MSV discussion!

sitcom82 ,

Loving this from other side of the world

Aussie in Budapest for the last 7 years. I have been listening to QAV for 3 months and love the banter and wealth of knowledge. It’s like having an investing mentor in your back pocket. Thanks Tony and Cameron for making this happen.
Cheers! Rohan

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