QAV - Investing In Shares Tony Kynaston & Cameron Reilly
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- Business
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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.
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The Power of Sacrifice
This episode includes a deep dive analysis of Bank of QLD (BOQ), Joyce Corporation Ltd (JYC) and Atlas Pearls Ltd (ATP), Howard Marks on Chess and Risk, Dummy Portfolio and dividends, and a regression testing update on QAV scores.
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The Omnishambles
The AORD dropped this week, as did BOQ, TK does a Pulled pork on RSG. Also in the Club edition: WOW’s CEO threatened with time in the big house, FND does an Indian ATM deal, TK talks about the Pulled Pork and Billionaire Portfolios.
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The Fourth of the Fourth
The IMF on China, Diller on Trump Social, Bitcoin and Beanie Babies, pulled pork on A1M. Also in the Club edition: Cash and Armaguard, Anscombe’s Quartet, Regression testing, Tesla veers to the EV slow lane,
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Tessellating Nonagons
This week: Daniel Kahneman RIP, Sturgeon’s Law, Pulled pork on ASB
Plus, in the Club edition: Valuing Bitcoin, Coking coal a sell, New Regression Testing results, Alchemy substack,
Collins St does well again, ABB news, the performance of founder lead companies. -
Highly Sensitive Stocks
This week: Do ASX investors need to get used to expensive stocks, and a pulled Pork on G8 Education (GEM).
Also in the Club edition: theories on why KSC spiked, whether AMC CEO’s sudden resignation is a red flag, MEA is being sold, Macquarie’s new FOMO meter, ABB’s Superloop troubles, and what to do if you still own VUK. -
China Beats Expectations... Again
This week, while the RBA meets, we talked about ABB dropping 20% in a day, steel and coking coal fall, China’s economy beats expectations in the West, regression testing update, Damstra (DTC) is taken over, and a pulled pork on MSV.
Customer Reviews
Great podcast
This is a another great podcast by Cam and this time with Tony, very thought provoking and very much worth a listen