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.
Indonesia temporarily bans coal exports; GWR up 80% in 3 weeks; ANZ pulled pork; NTD SPP and Tony’s thoughts on SPPs in general; CBA worth a punt; iron stock update; How often to update sell alerts.
In our first episode for 2022, we’re talking about my confusion over some recent 3PTL rule changes, platinum being a buy again, what a “cleansing prospectus” is, Gary’s stellar results, some changes to the buy list, a pulled pork on CIA, CAA and aluminium, Nufarm’s cash flow, how to treat companies we’ve sold using R1, why we use operating cash flow instead of free cash flow, and whether or not CDD is a sell.
Best Of 2021
It's time for our last show of the year and my annual tradition of trying to pick some highlights from the last 12 months. This year I'm mostly focusing on the journey we went through with iron ore. Back in January 2021 we were talking about FMG and th.
In the Rough
In this episode we’re talking about MYR and LAU warnings, replacing GAP with GWR, CAA upgrade to guidance, Trading View commodity alerts, our stocks of the week (FEX, GMA), our best portfolio stocks for the week,
We chat with Luke “The Gibbonator” Gibson about his QAV-based YouTube channel “The Gibson Hustle”, about copper becoming a sell, iron ore becoming a buy, whether or not BHP is an iron ore or a copper company, Nufarm chemicals, and Magellan’s woes.
In the club edition, we also talk about platinum becoming a buy again, AJL’s qualified audit, our stocks of the week (GRR, GWR), if we should sell any stock that drops below 10% at any time, ATL’s merger news (ugh), how to trade during bull, bear and roo markets, BSL and iron ore, value price vs fair price, and CDD’s capital return. Then in after hours, it’s a lot of Beatles talk again!
2021 The Dumpster Fire
This episode is mostly a recap of lessons learned, highlights and lowlights of 2021. We talk about our portfolio performances (eg the QAV portfolio, and our own personal portfolios) in this difficult calendar year, Tony talks about how there seems to be a crisis every three years, and we answer a couple of questions about calculated sentiment and staying fully invested during downturns.
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.