294 episodi
QAV - Investing In Shares Tony Kynaston & Cameron Reilly
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- Economia
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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Peaking at 99
This week we're talking about the Berkshire Annual Meeting, China's gold purchases, a pulled pork on EHL (Emeco Holdings), SXE profit guidance update, Regression testing Price Cons, Activists vs Karoon Energy (KAR),
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Poifect!
This week we're talking to Matt Walker about his regression testing system, Stock Doctor's continuing data quality issues, NCK's UK expansion, HMC Capital takes aim at GNC, fudging DUR and LAU, and get some insider information about Austal Ships.
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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.