Podcast Episodes
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Season 4 Episode 38
We chat with James Williamson, value investor, and Founder, Executive Director & Chief Investment Officer at Wentworth Williamson Management. We also…
4 years, 6 months ago
Keep Your QAV Moist
Season 4 Episode 37
This week on QAV we talk about Bloody Thursday, James’ great QAV results, how Navexa calculates portfolio returns, Buffett’s global market indicator,…
4 years, 6 months ago
4E or not 4E
Season 4 Episode 36
Tony reports on his recent analysis on companies that go from a negative cashflow to a positive cashflow; Tony has been trying to find a place where …
4 years, 6 months ago
Seafood Tony
Season 4 Episode 35
This week we have some big news, talk about some minor errors we’ve fixed in the checklist and bible, then Tony does a pulled pork on COG, we explain…
4 years, 7 months ago
The Keith Moon of Investing
Season 4 Episode 34
This week we pull the pork on EHL, and talk about JBH, QBE, copper, AMP, Warren Buffett’s goat, URW, SWM, HUM, RMS, BHP, ASX, BFG, MIL, ASB, MHJ, we …
4 years, 7 months ago
Rule #2
Season 4 Episode 33
On this episode we talk about finding ASX300 stocks, CGF is the pulled pork, range trading, buying and selling during reporting season, Rule #2, calc…
4 years, 7 months ago
The Big Rotation
Season 4 Episode 32
Today Tony is talking a lot about commodity prices and what their decline means for our portfolio. Iron ore, gold, copper and platinum are all in dec…
4 years, 7 months ago
Rule #1
Season 4 Episode 31
This week we talk about why MML crashed after it announced its quarterly results. How Tony uses “Rule #1” to avoid losing money. Lots of interesting …
4 years, 7 months ago
TKOA
Season 4 Episode 30
This week we talk about MIL’s “Emphasis of Matter”, MXI’s trading halt, MTO’s sell line, MML’s sell line, ABA’s buy line, WWG’s QAV score, investing …
4 years, 8 months ago
Gearing Up
Season 4 Episode 29
Amendments to the 3PTL wording in the bible; how to calculate performance of a volatile portfolio; creating wealth by gearing a property; updating yo…
4 years, 8 months ago