QAV #709 – The Architect (fixed)
QAV Investing Podcast
by Tony Kynaston & Cameron Reilly
2d ago
This week: We discuss our favourite bits of Buffett’s new annual letter, and Tony does a pulled pork on Vulcan Steel (VSL). Also in the Club Edition: We discuss the results of a new 20% Rule 1 simulation, Reporting Season News, LNG is a sell, Data shows Cathie Wood's Ark is one of the worst funds, NVIDIA results, and TK's perspective on 'Losing too many stocks' to M&A ..read more
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QAV #708 – Buridan’s Ass (fixed)
QAV Investing Podcast
by Tony Kynaston & Cameron Reilly
1w ago
This week: The market remains buoyant on the back of positive earnings, DTL crashes 22%, Buridan’s Ass, Pulled Pork AGL. Also in the Club edition: Darryl’s portfolio analysis, Magnificent 7 profits now exceed almost every country in the world, SD ASX 300 change, Jordan’s Renko and hugline regression testing ..read more
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QAV #707 – Three Men and a Tiger
QAV Investing Podcast
by Tony Kynaston & Cameron Reilly
2w ago
This week: Market and portfolio updates; Nick Scali and Myer jump on profit results; the pitfalls of passive investing; the cracks deepen beneath the market’s surface; Woodside Santos merger collapsed; pulled pork on MME. Also in the Club edition: Lithium execs goolies; McDonald’s records first sales miss; Stock tips are for patsies; Matt Walker’s regression testing system; Three Men Make a Tiger; NWS shares in Stock Doctor; WAF’s forecast earnings ..read more
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QAV #705 – Base-Rate Neglect
QAV Investing Podcast
by Tony Kynaston & Cameron Reilly
1M ago
This week we’re talking about: Munger’s final portfolio, Base-Rate Neglect, Pulled Pork - TLS Plus, only on the Club edition: Evergrande liquidation, Aluminium and CAA, Fund managers reveal their big investment mistakes, Crypto still isn’t legit, Reporting season about to start, and using Renko chart to track Duratec’s decline ..read more
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QAV #704 – Investor Fatigue
QAV Investing Podcast
by Tony Kynaston & Cameron Reilly
1M ago
Market and portfolio updates, Brent’s secret QAV tweaks which delivered his terrific results, and GNC vs Wheat. In the Club episode, Pulled pork on Brambles (BXB), STOCKOPEDIA NAPS, the “Curse of Knowledge”, more discussion on Average True Range ..read more
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QAV #703 – The Curse of Knowledge
QAV Investing Podcast
by Tony Kynaston & Cameron Reilly
1M ago
Market and portfolio updates, Brent’s secret QAV tweaks which delivered his terrific results, and GNC vs Wheat. In the Club episode, Pulled pork on Brambles (BXB), STOCKOPEDIA NAPS, the “Curse of Knowledge”, more discussion on Average True Range ..read more
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QAV #701 – Happy 2024!
QAV Investing Podcast
by Tony Kynaston & Cameron Reilly
2M ago
On our first show of 2024, I’m covering how the market and our portfolio ended 2023, adding GEM back to a portfolio, TK has a pulled pork on COF, and I talk to ChatGPT about the role the USD being the world’s reserve currency plays in the strength of the US economy ..read more
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QAV #652 – Depressive Realism
QAV Investing Podcast
by Tony Kynaston & Cameron Reilly
2M ago
On our last episode for 2023, I’m flying solo, but I do have a pre-recorded pulled pork from TK on ERD, and I’m also talking about the sudden falls last week by CLX, MTO, and ASG, as well as the first of Morgan Housel’s “100 LITTLE IDEAS”. Only in the Club edition: I asked ChatGPT to pick out a couple of highlights from our 2023 podcasts for the recap ..read more
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QAV #650 – Turducken
QAV Investing Podcast
by Tony Kynaston & Cameron Reilly
2M ago
On this episode we’re discussing Charlie Munger, pulled pork on ING, and if QAV is based on momentum and minimizing losses. In the club edition only: PRN’s guidance, ATP’s bump, ADT survey results, portfolio updates, RBA rate hold, MMS losing a govt contract, ASX 200 stocks with single-digit P/Es, thoughts about VYS giving their Managing Director an Interest Free loan ..read more
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QAV #649 – Farewell Charlie / Ryan’s Analysis
QAV Investing Podcast
by Tony Kynaston & Cameron Reilly
3M ago
On this week's episode, I do a farewell to the late, great Charlie Munger, and in the Club episode, TK takes us through the analysis he and Ryan did about Rule 1 and buying from the top or bottom of our list ..read more
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