show episodes
 
Artwork

1
QAV - Investing In Shares

Tony Kynaston & Cameron Reilly

Unsubscribe
Unsubscribe
Weekly
 
Tony Kynaston is a professional value investor. Over 25 years, his investment portfolio has achieved an average 19.5% annual return. Now he’s going to teach us his system for successful investing. Learn how to think like a millionaire.
  continue reading
 
Artwork

1
Shares for Beginners

Philip Muscatello - Australian Investor Education

Unsubscribe
Unsubscribe
Weekly+
 
We're all investors in the share market, either directly or through our superannuation. We're handing over management of our assets to financial advisors and fund managers. The best will look after our interests and make us wealthier. But how can we know for sure? Where do you go if you're completely new but want to start learning about investing in the markets yourself. The jargon is dense and it can feel like we're being kept deliberately in the dark. In Shares for Beginners, you'll hear f ...
  continue reading
 
Loading …
show series
 
Wesfarmers Limited is an Australia-based company engaged in various business operations, such as home improvement, outdoor living products and supply of building materials, and general merchandise and apparel, among others. Its segments include Bunnings Group; Kmart Group; Officeworks; Wesfarmers Chemicals, Energy and Fertilisers (WesCEF); Industri…
  continue reading
 
What's it like transition from the world of music to the high-stakes environment of Wall Street? In our latest podcast episode, we had the pleasure of speaking with Kevin Davis, a former rapper who found his calling as a stockbroker and financial coach. His story is not only inspiring but also filled with valuable insights for anyone interested in …
  continue reading
 
Whitehaven Coal Limited is an Australia-based company engaged in the production of coal. The Company is focused on the development and operation of coal mines in New South Wales and Queensland. Its segments include open-cut operations, underground operations, and coal trading and blending. Its assets include Canyon Mine, Gunnedah CHPP, Maules Creek…
  continue reading
 
In this episode had the pleasure of speaking with Luke Hallard, a professional investor who has spent over two decades investing in companies committed to shaping a better future. This approach has yielded a 20.7% compound annual growth rate and enabled him to semi-retire in his forties to become a professional investor. "I really try to focus my i…
  continue reading
 
Codan Limited is an Australia-based technology company. The Company develops robust technology solutions to solve customers’ communications, safety, security and productivity problems. It develops rugged and reliable electronics solutions for government, corporate, NGO and consumer markets across the globe. The Company’s segments include Communicat…
  continue reading
 
In this episode of the QAV podcast, we look at recent news involving SGI, ATP, FGM, CVL, AX1 and a deep dive into ABB's recent share price drop and business fundamentals. We discuss listener Conrad's successful modification of the QAV investment system, which led to a 31.4% return in the last year and review some advice from O'Shaughnessy's 'What W…
  continue reading
 
In our latest podcast episode, we dive deep into the world of macro investing with Mike Singleton, senior analyst and founder of Invictus Research. This episode explains how an investment strategy be enhanced by understanding the bigger economic picture. Mike worked at prominent investment firms like Broad Run Investment Management, Main Street Cap…
  continue reading
 
ANZ Group Holdings Limited is a non-operating holding company. It operates in six divisions: Australia Retail, Australia Commercial, Institutional, New Zealand, Pacific, and Group Center. The Australia Retail division offers a range of banking services, such as home loans, deposits, credit cards and personal loans. It also offers digital and Intern…
  continue reading
 
In this episode of the QAV podcast, hosts Tony Kynaston and Cameron Reilly are discussing a record-high in the All Ordinaries index spurred by the 'Trump bump', Aussie Broadband's sudden dive (ABB), portfolio results, more FY survey results, MLX's bump, the Shipping Crisis, thoughts about integrating "Buyback Yield" into the checklist, and Tony bre…
  continue reading
 
In this episode I'm joined by Simon Shepherd from The Investment Newsletter Group. Simon has a wealth of experience in capital markets working at Deutsche Bank during the 90s. I've called this episode Stock Market War Stories as I believe there's valuable lessons for newcomers and seasoned investores alike. Simon shares his experience of living and…
  continue reading
 
PWR Holdings Limited is a global designer, manufacturer and supplier of technically advanced high performance cooling solutions, investing in research and development to provide solutions to its customers using advanced cooling technology. The Company and its subsidiaries are involved in the design, engineering, production, testing, validation and …
  continue reading
 
In this episode of the QAV podcast, Tony Kynaston and Cameron Reilly discuss the necessary improvements and changes to their US portfolio, including updates to their buying checklist and new financial metrics. Tony does a pulled pork on the U.S. company Willis Lease Finance Corporation (WLFC). In Australian news, they delve into market news affecti…
  continue reading
 
Ever wondered about the mysterious forces that shape our financial system? I'm joimned by Gerald Epstein, author of 'Busting the Bankers Club: Finance for the Rest of Us,' to discuss the often-shadowy interplay between politics, economics, and the big banks. He explains how the 'Bankers Club'—a conglomerate of financial elites, politicians, and reg…
  continue reading
 
Karoon Energy Ltd is an Australia-based international oil and gas exploration and production company with assets in Brazil, the United States of America and Australia. The Company has two key producing assets, such as the Bauna Project in the Santos Basin, Brazil and the Who Dat assets in the Gulf of Mexico, the United States of America. Its 100% o…
  continue reading
 
Investing can often seem like a daunting task filled with jargon and complexity, but what if it didn’t have to be? In our latest podcast episode, we sit down with R P Stevens, author of "The Sloth Investor" to discuss how a slow and steady approach can lead to financial success. Roy shares his journey from a non-investor to a passionate advocate fo…
  continue reading
 
In this episode of the QAV podcast, hosts Tony Kynaston and Cameron Reilly cover a range of topics at the start of the new financial year. They begin the resilience in financial and property markets amid global interest rate hikes, and how the gig economy affects unemployment rates. They also touch on the history and impact of quantitative easing, …
  continue reading
 
Brambles Limited is an Australia-based supply-chain logistics company. The Company is engaged in the provision of supply-chain logistics solutions, focused on the provision of reusable pallets and containers. Its segments include CHEP North America and Latin America (CHEP Americas); CHEP Europe, Middle East, Africa and India, including the North Am…
  continue reading
 
In this episode we meet Finola Burke, the managing director of RaaS Group, to delve into financial modelling and price discovery of company value. Finola explains how her team searches for mispriced companies to create sound research. RaaS Group specialises in providing independent equities research, particularly focusing on small and micro-cap com…
  continue reading
 
In episode 726 of QAV, Tony and Cameron pay tribute to the late Donald Sutherland, then shift to discussing fluctuations in the crude oil market, a deep dive into Ben Graham's investment principles and their relevance today, alongside a detailed analysis of TabCorp Holdings, the market's over-reaction to HLI news, and FND breaking the curse of the …
  continue reading
 
James Hardie Industries PLC is a manufacturer of fiber cement building solutions, and a market in fiber gypsum and cement-bonded boards in Europe. The Company’s fiber cement building materials include a range of products for both external and internal use across a range of applications. The Company’s segments include North America Fiber Cement, Asi…
  continue reading
 
In this episode of QAV, Cameron and Tony dive into recent market activities, the RBA’s decisions, the Lindy Effect, substantial shareholder announcements, and GrainCorp’s prospects, along with a detailed analysis of Embark Early Education (EVO). Member questions about living off a share portfolio during down years and the differences between value …
  continue reading
 
In our latest podcast episode, we dive deep into the world of technical analysis with Stockopedian Elio D'Amato. Elio has a rich background in fundamental and technical analysis. He shares his journey of becoming a "happy smuff" (self-managed unemployed fund) after leaving his previous employer on the cusp of the COVID crisis. Living in Melbourne, …
  continue reading
 
REA Group Ltd is a multinational digital advertising business specializing in property. Its segments include Australia, India and International. Its Australia segment includes property and online advertising across Australia and the equity investments of Realtair Pty Limited and Empirical CRE Pte. Ltd and financial services across Australia and equ…
  continue reading
 
Loading …

Quick Reference Guide