QAV Investing Podcast (Free Edition) podcast

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Treść dostarczona przez Tony Kynaston & Cameron Reilly, Tony Kynaston, and Cameron Reilly. Cała zawartość podcastów, w tym odcinki, grafika i opisy podcastów, jest przesyłana i udostępniana bezpośrednio przez Tony Kynaston & Cameron Reilly, Tony Kynaston, and Cameron Reilly lub jego partnera na platformie podcastów. Jeśli uważasz, że ktoś wykorzystuje Twoje dzieło chronione prawem autorskim bez Twojej zgody, możesz postępować zgodnie z procedurą opisaną tutaj https://pl.player.fm/legal.

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Re-Recruiting and Other New HR Strategies You Can’t Ignore 18:09

8 dni temu18:09

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HR is no longer just about managing people—it’s about shaping the future of work. Jens Baier, BCG’s HR transformation expert, discusses how AI and shifting employee expectations are forcing companies to rethink talent strategies. From re-recruiting to upskilling employees, HR must adapt to a rapidly changing landscape. Learn More: Jens Baier: https://on.bcg.com/41ca7Gv BCG on People Strategy: https://on.bcg.com/3QtAjro Decoding Global Talent: https://on.bcg.com/4gUC4IT…

QAV Investing Podcast (Free Edition)

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Tony Kynaston is an expert on value investing. Over 25 years, his investment portfolio has achieved an average compound annual return of double market. Now he’s going to teach us his system for successful investing, based on the Warren Buffett / Benjamin Graham school of intrinsic value.

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#Trading #Business #Season 1 #Australia #Tony Kynaston & Cameron Reilly #Cameron Reilly #Tony Kynaston #MBA #Entrepreneur

QAV Investing Podcast (Free Edition)

updated 16 godzin temu

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336 odcinków

#Trading #Business #Season 1 #Australia #Tony Kynaston & Cameron Reilly #Cameron Reilly #Tony Kynaston #MBA #Entrepreneur

Wszystkie odcinki

1
QAV 809 – The Reporting Season Red Flag 23:40

16 hours temu23:40

23:40

In this episode, we review recent half-yearly results and market volatility, discussing notable movements in the dummy portfolio compared to the benchmark, as well as significant shifts in commodities such as crude oil. We dive into reporting-season surprises from companies like Qantas, Hello World, Pepper Money, and Karoon Energy, exploring the lack of timely “confession season” disclosures and how that impacts investment decisions. The topic of whether to pause stock purchases during reporting season is debated, expressing our frustration over abrupt CFO departures and earnings “shock” announcements. We conclude with a “Pulled Pork” deep dive on mining services group Parenti (PRN), analyzing cash-flow quirks, forecast earnings, and overall QAV metrics.…

1
QAV 808 – The Value Investor’s Lament 30:59

8 dni temu30:59

30:59

In this episode of QAV, Cameron and Tony navigate the carnage of reporting season, where many QAV stocks have taken a beating. They discuss the brutal market reactions to earnings misses, the underperformance of value stocks relative to growth, and what the latest results say about the overall market sentiment. Despite the doom and gloom, there are bright spots, including Berkshire Hathaway’s latest results and a few standout earnings reports. Tony also revisits the concept of market tops and how investors should be positioning themselves.…

1
QAV 807 – Half Year Havoc 27:06

15 dni temu27:06

27:06

Half year reports are playing their usual havoc on some of our stocks, as results disappoint the market. But is the market over-reacting in some cases? Tony thinks so. We're also talking about the RBA's decision to cut interest rates and how that affects our investing decisions. Stocks covered today include FND, AMP, CVL, PPM, and Tony's deep dive is on FSF. He also answers a listener's question about borrowing to buy shares. After hours includes discussions about Babylon, the ACO, racing updates and fasting.…

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QAV 806 – The Reilly Indicator 18:06

22 dni temu18:06

18:06

In QAV Episode 806, Cameron and Tony cover key market updates, including Elon Musk’s $97B bid for OpenAI, Trump’s steel tariffs, and the resurgence of iron ore as a buy. They analyze portfolio performance, noting that long-held stocks tend to outperform, and discuss Nick Scali, Beach Energy, and Seven West Media’s earnings. Cameron unveils the ‘Reilly Indicator’, suggesting that a lack of sell signals could indicate an impending market correction. They revisit the ‘Crazy Girlfriend Rule’ for stocks that repeatedly disappoint, explore the impact of COVID lows rolling off charts, and debate when bad news stops being a red flag. The Pulled Pork segment examines Grange Resources (GRR)—a strong performer but with a looming mine closure. The episode wraps with fun discussions on horse racing, Al Pacino, and flat-pack furniture frustrations.…

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QAV 805 – Whack A Mole 34:24

29 dni temu34:24

34:24

In this episode recorded on February 4, 2025, we dive into the impact of recent US tariff implementations and their immediate retraction. We also discuss the resignation of Resolute Mining's CEO following his detention in Mali and its effect on the company’s share price, TK explains the Ricardo effect on national economic strategy, the collapse of Mosaic Brands, regulatory approval for FND, and a 'Pulled Pork' segment on Aurelia Metals (AMI), covering the company's history, current status, and future projections amid the booming gold prices. In After Hours, they offer tributes to Marianne Faithful and discuss pop culture, including 'Rogue Heroes' and 'Inland Empire', Nazi propaganda and 20th-century Russian literature.…

1
QAV 804 – The DeepSeek Black Swan 27:08

5 weeks temu27:08

27:08

In this episode of QAV, Cameron and Tony discuss a variety of topics, from Tony’s trip to Tasmania and adventures at MONA to Cameron’s kitchen mishap with a mandolin slicer. The conversation transitions to market insights, including the impact of the Chinese AI system DeepSeek on global markets and Nvidia’s significant market cap loss. The duo explores key investment stories like Lindsay Australia’s stock performance and Washington H. Soul Pattinson’s involvement, as well as discussing pathology services company ACL and its challenges in a government-regulated environment. The episode closes with reflections on the late David Lynch and his creative legacy.…

1
QAV 803 – Shares For Beginners 1:14:18

6 weeks temu1:14:18

1:14:18

While TK is away, I'm chatting with Phil Muscatello from the Shares For Beginners podcast, about everything the two of us have learned about investing over the years we have produced our respective podcasts.

1
QAV 802 – SWEET FA 25:01

7 weeks temu25:01

25:01

This week we're talking about commodities such as crude oil, copper, and lithium becoming buys again, Wall Street predictions and the practical approach of focusing on quality investments and managing risk. Tony shares analysis on several stocks including NWH and MYR, discussing red flags, and a pulled pork on HZN. Cameron discussed his recent analysis on Rule 1 selling and some news regarding FSF and GNP, plus an article from the AFR about Australia's private sector being in recession. After Hours features reviews of films like ‘Civil War’ and the ‘Planet of the Apes’ series, along with the show ‘Black Snow’, and NVIDIA’s groundbreaking announcements at CES.…

1
QAV 801 – CY24 Portfolio Analysis 42:30

8 weeks temu42:30

42:30

In our first episode for 2025, we break down our mixed portfolio results for 2024, talk about news related to MWY, ABA, ERD, RMS, play clips from a 1994 talk from Peter Lynch, review Geoff Wilson's investing checklist, discuss Eugene Lama's views on efficient markets, quantum computing threats. And in the After Hours segment we talk about the films, TV and music that's kept us busy over the break.…

1
QAV 752 – Time Capsule 30:56

10 weeks temu30:56

30:56

A review of the stock market's winners and losers for the year, updates on TLS, DTL and FPR, Planck's Principle in investing, our predictions for 2025, and a 'Pulled Pork' on Wagner's Holding Company (WGN). In After Hours we talk about Leunig, say RIP to departed friends, and discuss ADHD.

1
QAV 751 – The Buffett Indicator 34:26

11 weeks temu34:26

34:26

This week we're talking about SXE's new contracts, The Buffett Indicator, "The Mind of Wall Street", the Murdoch succession crisis, Pulled Porks on GTN and RM, and then in After Hours we discuss Dune Part Two, S02 of Bookie, Vivaldi's Four Seasons, Skeleton Crew, Wild Gods, Pink Moon and using the Australian government to bail out failing news organisations.…

1
QAV 750 – Hello World 34:32

12 weeks temu34:32

34:32

In this episode of QAV: Tony's recent golfing escapades and his upcoming move to Cape Schanck. We discuss ANZ's CEO change, reviewing the impact on the stock and the broader banking landscape, including concerns over market share and IT integration challenges. ABA's merger with MyState is analyzed for synergies and potential risks. There's an in-depth look at operating cash flows from Fleet Partners and whether it remains a QAV stock. The 'Pulled Pork' segment features Hello World Travel Limited, examining its financials and market position. Other topics include Boom Logistics' consolidation, commodities recovering thanks to China's statements, the RBA's interest rates decision, and Rule 1 sell strategies. The episode also includes reviews of recent media highlights, from cinema classics to new spy thrillers.…

1
QAV 749 – Aqualung 33:45

13 weeks temu33:45

33:45

In this episode, while Tony is playing golf, I am joined by guest co-host QAV club member Geoff Fleming. We discuss Geoff’s investing journey, then get into Anthony Scaramucci’s book on Bitcoin "investing", recent updates from EHL and FND, ASIC's warnings about cybersecurity threats to share holdings, the latest market news including gold stocks like WestGold (WGX) and Resolute Mining (RSG), and a deep dive on Auswide Bank (ABA), including its recent acquisition, merger talks with MyState, and financial challenges. After hours chat includes Babylon, The Old Man, pumpkin pie, Pink Floyd / Roger Waters concerts, Jethro Tull lyrics, Bauhaus movement, Cobra Kai and The Life of Apollonius of Tyana by Philostratus.…

1
QAV 748 – The Trump Slump 35:39

14 weeks temu35:39

35:39

In this episode, we discuss the impact of Trump's tariffs and sanctions on markets, the consolidation of Boom Logistics, Resolute Mining Update, listener feedback about lithium investments and accruals, the Mooch on bitcoin and his Trump decoder ring, a pork on Woodside Petroleum (WDS), Nick Scali's Logistics Challenges, the latest on the super tax proposal, EV vehicle sales in Australia, and a second pork on U.S. company Pool Corporation (POOL), a recent Berkshire Hathaway investment. After Hours includes Tony's recent experiences with Rockwiz, Stephen Fry, and a golf win, while Cameron talks about the 1963 Italian horror film BLACK SABBATH and a new documentary about Elvis' 68 Comeback Special.…

1
QAV 747 – Zombies, Accruals and Fascists 34:49

15 weeks temu34:49

34:49

In a jam-packed two-hour long episode 747, we're talking about everything from the RSG kidnapping to accruals in the QAV checklist, the performance of ASG, why Cam didn't buy SWM when he read Kerry Stokes' AGM speech, Zombie companies on the ASX, the NAB being sued by ASIC, the retirement of Joyce Corporation's CEO, GrainCorp profits, Brokers hype, Findi's Indian ATM / IPO play, before wrapping up with after-hours chatter about horses, boxing, movies, fascism, and 20 years of podcasting.…

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