47 episódios

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

    • Investimentos

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.

    S02E03 – Confession Season 2020

    S02E03 – Confession Season 2020

    As we're into "confession season" and have "reporting season" rapidly approaching, Tony shares some of the details of the filters/alerts he uses in Stock Doctor to find opportunities. He also answers a listener question about the benefits of using free cash flow versus operating cash flow.





    Our stock of the week is CIA - Champion Iron.

    • 32 min
    S02E02 – The Property Equation

    S02E02 – The Property Equation

    Tony answers some questions from listener Jamie in Perth about balance between property and shares. He also talks about a couple of investing books he's been reading, and in our Club edition we analyse BSL - Bluescope Steel.

    • 38 min
    S02E01 – Time In The Market

    S02E01 – Time In The Market

    Season Two of our investing podcast!! We look at our portfolio's month end report and how it compared to the All Ords Total Return index and answer questions from Club Member Mike L about the accuracy of future predictions. Then we talk about commodities trend lines as a source of comfort when investing in coal, and our analysis this week is GRR.

    • 33 min
    S01E44 – Bravo Hertz

    S01E44 – Bravo Hertz

    Our guest this week is listener Andre Bravo, a Canadian who has a Masters in Applied Computational Economics and works in the weed industry. Oh NOW I have your attention! Andre joined us this week to talk about the app he has written to speed up his own QAV analysis, and then we get his help to analyse our first US stock - Hertz (HTZ.N). It's an interesting one because we couldn't use our usual tools and had to resort to pulling up numbers manually. The basic lesson is that the checklist can be used to analyse US stocks. Andre also asks a few really great questions about how Tony uses the checklist and gave a refresher course how on to simulate Stock Doctor's financial strength rating using other sources of data. Thanks for all of your support this year! We hope you learned a lot and are feeling more confident in your ability to analyse stocks. We'll be back next week with Season Two of our investing podcast!

    • 34 min
    S01E43 – No Old, Bold Pilots

    S01E43 – No Old, Bold Pilots

    On this episode:



    We have our second QAV Club subscriber guest, Paul, a criminal lawyer from Sydney, who calls himself "a disastrous investor". 

    Paul asked Tony a bunch of great questions about the checklist, including drilling down on why Tony doesn't try to understand a business deeply before he invests in it (like Warren Buffett and Peter Lynch), and about understanding how to factor in shorting.



    Cameron reads out some quotes from "Winning The Loser’s Game" by Charles D Ellis and gets Tony's comments on them.



    Our stock deep dive of the week is MRC - Mineral Commodities.

    • 33 min
    S01E42 – Sticking To The Numbers

    S01E42 – Sticking To The Numbers

    We have our first QAV Club subscriber guest - Murray Bruce from Bruce Insurance in Perth, one of our first subscribers. He asks Tony a question about whether or not he is comfortable purchasing any share that rates well, or does he do additional research on the company before making a buy.

    • 33 min

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