Podcast Episodes
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Season 3 Episode 42
We start off talking about our Year One result for the QAV portfolio. Is 6.3% a good result in the current market? Questions this week include topics…
5 years, 6 months ago
Kien Trinh, Lincoln Indicators
Season 3 Episode 41
We are very excited today to have Kien Trinh, the Head of Research from Lincoln Indicators (the company behind Stock Doctor) on our show! Kien talked…
5 years, 6 months ago
ZOOM #3
Season 3 Episode 40
This is the audio transcript of a Zoom group chat Tony and I did with some of our QAV Club members on 7 Sept 2020. Lots of great questions were answe…
5 years, 6 months ago
THE HIGHEST PEAK
Season 3 Episode 39
Tony refines what he means by “the highest peak”; Steve Mabb explains his recent 3PTL experiment; how Tony would invest an influx of cash; selling GE…
5 years, 6 months ago
TOP OR BOTTOM
Season 3 Episode 38
Should we buy stocks on our buy list from the Top Down or the Bottom Up? That's the question we try to answer this week. Apart from that, we're delvi…
5 years, 7 months ago
EXTRA FUDGE
Season 3 Episode 37
This week's episode contains extra investing fudge! We discuss Wilshire GDP / Shiller PE / CAPE ratios, what red flags to look for in company reports…
5 years, 7 months ago
MICHAEL GOLDBERG, COLLINS ST VALUE FUND
Season 3 Episode 36
Michael Goldberg, one of the principals and founders of Collins St Value Fund, was kind enough to talk to us for 90 minutes yesterday about how CSVF …
5 years, 7 months ago
BALLS OF STEEL
Season 3 Episode 35
Questions this week about NWS; Buffett buying into Barrick Gold; what a stapled security is; what Tony's worst returning year was; whether or not we …
5 years, 7 months ago
THE PEAK FUDGE
Season 3 Episode 34
Question this week include how Tony uses the "most undervalued ASX20 stock" strategy; whether or not ATS being a Schrodinger makes it a sell; and 3PT…
5 years, 7 months ago
LIVE FROM BRISBANE
Season 3 Episode 33
On this show we drink scotch and answer questions about sentiment, bad news, CCP's Operating Cash Flow, the sell price for TRS and investing in borde…
5 years, 7 months ago