192 episodes
QAV - Investing In Shares Tony Kynaston & Cameron Reilly
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- Business
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5.0 • 5 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 Contra Guys
A few months ago, one of our members put me on to Benj Gallander and Ben Stadelmann, two Canadian value investors who go by the moniker “Contra the Heard” (http://www.contratheheard.com). They've been around a long time,
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Outfoxed
We’ve been banned from talking about crypto and fund managers; Mark’s checklist for the checklist; kids and investing; commodity update; portfolio update; are we counter cyclical; new results in SD for ECX and NAB and PDL; CGT planning; top 3 LICs; S32 update; Renko charts; setting Josephine alerts; pulled pork on PTL; stocks and high interest rates; defining "independent director”; how quickly to buy after a sell; the difference between a Josephine versus a falling knife; gold USD v AUD; the ACL chart; operating cashflows and lease payments.
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Blood On The Streets
There’s blood on the streets! We introduce the underlying commodity Josephine rule, MML is now X64, aluminium is a sell, iron ore sell fudge, RBA lifts interest rates, Rule 1 price for penny stocks, pulled pork on PDL, what is a "Cash settled total return swap”, investing during interest rate rises, Alumina v Aluminium, Rule #1 alerts when you’ve bought a particular stock in a few different tranches, GMA and the Impact of rising interest rates, when to factor a dividend back into the price.
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Profit Pause
We’re talking about the Berkshire AGM, poor fund manage performance, pulled pork on AMP, the TRS CEO departure, CCP’s drop, linear v log charts for 3PTL, and everyone’s fear of low sell Iines.
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Chairman Mabb
We are joined by guest Steven Mabb, Chairman of the Australian Shareholders Association, to talk about the importance (or not) of voting in AGMs and how the ASA can help. Later we talk about: BRK AGM this weekend, China’s lockdown, Netflix’s stock price, PGL on our buy list, the Solomons and China, the BHP/WPL de-merger, over-exposure to mining and China, what to do with stocks that go nowhere, why TK prefers a LIC instead of a ETF in case of emergency, the importance of EPS growth, the differences between ROIC and ROE, and AMP’s ‘qualified opinion’.
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When You Predict
Afterpay losses explode; natural gas prices at 13-year high; Stocks of the week; Portfolio update; selling SFC; Yield curve has righted itself; BRK has invested $22bn in purchases this year; PRU pulled pork; where to find board ownership if no SD; foreign connections to a non-democratic country; How does TK determine number of stocks he owns?; the impact the Federal and State Govt schemes on GMA; buying stocks with a small spread between the buy & sell 3PTL; digital security measures for protecting our portfolio's in a SelfWealth scenario.
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.