Podcast Episodes

A Good Process

Season 4 Episode 8

Selling HAW. GME lawsuit. Changes to disclosure law. Stock of the week. Return on Equity as a metric. Greater portfolio allocation for higher QAV sco…

5 years, 1 month ago

Giving AFIC

Season 4 Episode 7

The Kohler Effect. Broker Speak. ETF surge. Rudi on Value. The "Buffett indicator”. Stock of the week - BOQ. On market share buyback facilities. GDG …

5 years, 1 month ago

Zoom #4

Season 4 Episode 6

This is the audio from our 4th Zoom call recorded 9 Feb 2021.

5 years, 1 month ago

QAV THE MOVIE

Season 4 Episode 5

On this episode: GME update; BNPL stocks to be regulated in the UK; Roger Montgomery says there’s no ASX bubble; Stock Doctor commodity pricing; NCK …

5 years, 1 month ago

The Naughty Corner

Season 4 Episode 4

Hedge funds v Reddit. Ray Dalio on Bitcoin. Tony’s journal entries. Portfolio update. Regression testing Tobias Carlisle. TK's "war stories" of the …

5 years, 1 month ago

Capitulation

Season 4 Episode 3

This week: ASX lower on fears of US bubble. Howard Marks' capitulation. Ray Dalio's thoughts on a coming US civil war. Using Gross Revenue Growth per…

5 years, 2 months ago

Please Explain

Season 4 Episode 2

5 years, 2 months ago

The Fudge Slope

Season 4 Episode 1

In our first episode of 2021, we review our portfolio's CY20 performance; margin loan rates; What TK does on a daily/weekly basis for managing his po…

5 years, 2 months ago

2020 Highlights

Season 3 Episode 64

This is my highlight show for 2020. Obviously, from an investing perspective, 2020 was all about how to handle Australia's first recession in 30 year…

5 years, 2 months ago

Damien Parker

Season 3 Episode 63

Our guest on our final episode for 2020 is QAV Club member Damien Parker. He joined us recently to chat about his investing and business career. Afte…

5 years, 3 months ago