292 episodes
QAV - Investing In Shares Tony Kynaston & Cameron Reilly
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- Business
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5.0 • 6 Ratings
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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
Check it Out!
I listen to Cam and Ray's other podcasts, and given the hours of enjoyment I have had from those, thought I'd give this non-history podcast a try. The student - pupil approach works well, I like that the topics covered include starting from basics, defining key metrics, to explaining the decision process, and comparisons to other approaches. Well done, keep it up!
You found it!
Investing and finance are a big part of the world around us and effect our daily lives but let’s face it, it’s about as exciting as work with an extra splash of stress. Well rejoice because finally we have an outlet to learn and not fall asleep. The hosts are well informed, witty, and most of all knowledgeable about what they are talking about. I listen to several podcasts regularly but none of them are making me any money. I’m not saying that this one will make you or me any money but I am saying you will be making more informed decisions regarding your money. I have looked at investing like gambling (a tax for those bad at math.) So far I still feel that way but I also feel my odds improving with every episode I have listened to so far (6). It’s a bad investment to stick your head in the sand and not invest and it’s even worse to do it with your eyes closed. If you want to learn how the game is played and not fall asleep or find yourself multitasking to get through it, this is a podcast you can’t afford to not check out.