QAV 716 – The Omnishambles
QAV Investing Podcast
by Tony Kynaston & Cameron Reilly
5d ago
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 ..read more
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QAV 715 – The Fourth of the Fourth
QAV Investing Podcast
by Tony Kynaston & Cameron Reilly
2w ago
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, Ex-defence minister Pyne is Hanwha’s man in Canberra, Karoon plots path from oil junior to major through Gulf of Mexico, and a thought experiment about when TK would sell if the stock market didn't give live prices ..read more
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QAV 713 – Highly Sensitive Stocks
QAV Investing Podcast
by Tony Kynaston & Cameron Reilly
3w ago
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 ..read more
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QAV #712 – China Beats Expectations… Again
QAV Investing Podcast
by Tony Kynaston & Cameron Reilly
1M ago
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 ..read more
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QAV #711 – Business As Usual
QAV Investing Podcast
by Tony Kynaston & Cameron Reilly
1M ago
This week: Delisting of TGA, VUK acquisition, Pulled pork on BOQ. In the Club edition only: SD fix NWS issue, IRI loses Chair of Audit Committee, Tony’s testing on 2BL sell trigger, Tony answers questions about how to manage a portfolio if you move overseas, reducing our average daily trades to mitigate risks of the QAV spike, the risks of cap raises, different ways how a company can take on debt, and the benefits of share buy backs ..read more
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QAV #710 – Do Ya Think I’m Sexy?
QAV Investing Podcast
by Tony Kynaston & Cameron Reilly
1M ago
This week: AORD his another all-time high, reporting season is over (but now we’re in ex-div season), ING recorded a massive profit but the market dumped it anyway, Pulled pork is on Regis Healthcare (REG). Also on the Club edition: Ray Dalio thinks the Mag7 are “fairly priced”, Collins St Value Fund wins again, Cam’s regression tests come up with something interesting, Tony has more to say on the shrinking ASX, and after hours ..read more
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QAV #709 – The Architect (fixed)
QAV Investing Podcast
by Tony Kynaston & Cameron Reilly
1M 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
2M 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
2M 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
2M 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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