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Best Tony Kynaston & Cameron Reilly podcasts we could find (updated May 2020)
Best Tony Kynaston & Cameron Reilly podcasts we could find
Updated May 2020
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Season 3, Episode 18 ST ANTHONY Today “St Anthony” answers your questions, reveals the true cost of sending kids to private school, and explains how he approaches raising a wealthy child. Username Password * function mepr_base64_decode(encodedData) { var decodeUTF8string = function(str) { // Going backwards: from bytestream, to percent-encoding, to…
 
Season 3, Episode 17 MICHAEL DEE, PYTHAGORAS Our guest this week is Michael Dee from Pythagoras Investing. His tool “predicts the timing of upcoming share events and their positive or negative price effects.” Username Password * function mepr_base64_decode(encodedData) { var decodeUTF8string = function(str) { // Going backwards: from bytestream, to…
 
Season 3, Episode 16 THE DATA HOARDER This week we have a 100 minute premium episode answering all of your excellent questions about subjects such as: – Banks and sentiment – AQG / SSR merger – Stanmore Coal acquisition offer – Buying more when the price drops below the buy line – Using a 5 yr/weekly chart to help fine tune your trend lines – Using…
 
Season 3, Episode 15 NICHOLAS GRUEN ON MMT Nicholas Gruen is an economist, entrepreneur and commentator. He is CEO of Lateral Economics. He spoke to us recently about Modern Monetary Theory and the short-term future of the Australian economy. PLEASE NOTE: IF YOU WANT TO GET THE MOST OUT OF THE SHOW & LISTEN TO A MULTI-MILLIONAIRE INVESTOR TALK TO Y…
 
Season 3, Episode 14 STOCK DETECTIVES Tony talks about some of his recent “musings” regarding bank stocks and comparing the results of his analysis of using Stock Doctor filters versus our three-point trend lines. Then we talk about his reasons for our recent portfolio buys and sells. PLEASE NOTE: IF YOU WANT TO GET THE MOST OUT OF THE SHOW & LISTE…
 
Season 3, Episode 13 ALEX HAY Alex Hay is a partner at broking firm EL&C Baillieu. He has been Tony’s stock broker for 25+ years. Alex joined us recently to chat about the services firms like his provide, his relationship with Tony, and what he thinks might happen in the market over the next 6-12 months. PLEASE NOTE: IF YOU WANT TO GET THE MOST OUT…
 
Season 3, Episode 12 BUY LINE FOLLOWS THE SELL LINE We talk about the recent Berkshire Hathaway AGM, Tony “muses” about buying NAB without waiting for positive sentiment (shock! horror!), discusses some new theories about using Stock Doctor filters, and then he answers a ton of your questions about – pyramiding – whether or not Tony ever sets a mar…
 
Season 3, Episode 11 SYDNEY SUPER INVESTORS We’re joined by two young value investors, Jackson Lee and Ricky Yeo from the Sydney Superinvestors meetup, who talk about how they manage their portfolios and their hot tips for good value stocks. PLEASE NOTE: IF YOU WANT TO GET THE MOST OUT OF THE SHOW & LISTEN TO A MULTI-MILLIONAIRE INVESTOR TALK TO YO…
 
Season 3, Episode 10 PLAY BY THE RULES Today we answer your questions about why we’re buying back into the market even though Tony has doubts over the recovery – how we account for the quality of management in our analysis – how much attention Tony pays to volume of shares traded – Stock Doctor’s “Price to Cashflow” and “Price to NTA” filters – how…
 
Season 3, Episode 09 CHRIS TATE Chris Tate from Talking Trading and The Trading Game joins us today to talk about his approach to investing, futures trading and turtle trading. Then we answer some listener questions about whether or not the market has priced in the coming economic carnage. PLEASE NOTE: IF YOU WANT TO GET THE MOST OUT OF THE SHOW & …
 
How are Australia's two million small businesses coping with the lockdown? Is the government stimulus helping? What will happen to them on the other side of the crisis? To help us get our heads around these questions, we're joined today by Kane Kelfkens, owner of The Family Jewels, a jewellery business with several outlets in Sydney.Then we answer …
 
Tony thinks the market is going through the "five stages of grief" and we debate which stage we are up to. He also talks about the "Coppock Curve" which suggests markets, like people, go through periods of mourning. Then we answer some of your questions about: the best way to set up a profile to trade, comparing full-service brokers to low-cost DIY…
 
While Friday brought a dead cat bounce, Tony thinks the correction is just getting started. He says we're yet to see the impact of the coming credit crunch. We answer a question about whether or not Tony invests for the purpose of living off the dividend income, and in our club edition we analyse Macmahon Holdings (MAH) just for practice. As I say …
 
“Be fearful when others are greedy and greedy when others are fearful.” - Warren BuffettYes, the market is in freefall - but that's great for disciplined value investors. As Tony explains on this week's episode, large market downturns happen once every five-seven years, and it's in the rebounds that the best investors make big moves. He talks more …
 
Tony talks about the UNV offer and why we sold it last week and CSV's recent acquisition, which took it out of our portfolio. To answer a question from QAV Club member Nick B, we also talk more about when and why Tony will exit a stock. Our Stock Of The Week is AQG, Alacer Gold. And then, we watch in amusement as the ASK dives while we are recordin…
 
​Steven Mabb is our guest on the show today. He's a recent QAV Club subscriber but has been a full time investor for the last couple of years, since exiting a very successful footwear business.He and Tony compare notes about investing in International ETFs, why buying stock #201 is a good strategy, neobanks, shareholder associations, and cheap brok…
 
Season Two of our investing podcast!! We look at our portfolio's month end report and how it compared to the All Ords Total Return index and answer questions from Club Member Mike L about the accuracy of future predictions. Then we talk about commodities trend lines as a source of comfort when investing in coal, and our analysis this week is GRR.…
 
Our guest this week is listener Andre Bravo, a Canadian who has a Masters in Applied Computational Economics and works in the weed industry. Oh NOW I have your attention! Andre joined us this week to talk about the app he has written to speed up his own QAV analysis, and then we get his help to analyse our first US stock - Hertz (HTZ.N). It's an in…
 
On this episode:We have our second QAV Club subscriber guest, Paul, a criminal lawyer from Sydney, who calls himself "a disastrous investor". Paul asked Tony a bunch of great questions about the checklist, including drilling down on why Tony doesn't try to understand a business deeply before he invests in it (like Warren Buffett and Peter Lynch), a…
 
Tony talks about rights issues and some of the complexities involved in knowing whether to take them up or not. I know, right? Sounds boring! It wasn't actually, I learned a lot. We also discussed a few recent news articles about value investing, Tony reveals his wine of the week, and in our analysis section we breakdown the financials of Horizon O…
 
Another long episode! WIth talk about why we sold Apollo Tourism again. Howard Marks and the "Great Sag". Tony explains how to calculate a Discounted Cash Flow in detail. We talk about our friend Torsten's new bitcoin film "Cryptopia" and what we think about bitcoin as an investment. Tony reveals his drink of the week. And our analysis this week is…
 
In this week's jam packed episode, we answer the following questions from new subscriber Tess in Melbourne:1. During reporting season, how do you decide which companies to put through the checklist given there are 2000 or so listed companies on the ASX?2. The AFR new 52 week high tables have not been available since July, is there any other place I…
 
This week Tony answers a couple of questions from club member Dave about why Warren Buffet & Berkshire are sitting on a massive pile of cash and how Tony is preparing for a "global market crunch". We also talk some more about listed investment companies and in our club section we take a look at the financials of gold miner PRU (Perseus Mining).…
 
This week Tony explains why he sometimes invests in Listed Investing Companies like Wilson Asset Management. We also talk about what to do with our worst-performing stock SMR, our extremely good end of month results, Tony’s horse that ran on Melbourne Cup day (not as good), and my son Taylor joins us to analyse oil and gas exploration and productio…
 
I found myself listening to Kenny Rogers' The Gambler recently (one of my dad's favourite songs when I was a kid) and it made me think of this week's show."You gotta know when to hold 'em;Know when to fold 'em.Know when to walk away;Know when to run."This week we have a lot of questions from club members about when to sell and three-point trendline…
 
This week on the show, The Value Investing Guru and Cameron talk about some difficulties getting Share Analysis to do what we want; a new analysis tool called QuickFS; stories about Warren Buffett; Cameron's growing passion around QAV; changes to our portfolio involving Apollo Tourism and Stanmore Coal; and in our deep dive analysis this week we lo…
 
This week we have a guest – Cameron Britten from Share Analysis. As longtime listeners will be aware, Tony’s a big fan of several online tools and Share Analysis has been one of those for many years. They had a recent “re-platforming” event which took the service down for a few months. But they are back and we invited Cameron on to talk a little ab…
 
On this episode we debunk more claims about the death of value investing and how it relates to the “Japanification” of the economy; I come up with a new nickname for Tony; And we answer a listener question about how quickly he invests new funds. Our stock analysis of the week is the diversified leather manufacturer SCHAFFER CORPORATION (SFC).…
 
This week we’re answering a number of listener questions, including one about how much attention Tony pays to “tailwinds” or macro factors affecting an industry or the economy. We also talk about how Tony deals with red flags in companies he has invested in, and he talks about some mistakes he has made recently. In our Club edition, we analyse Stan…
 
In this episode Tony explains how he thinks about structuring a portfolio taking into consideration your appetite for risk and volatility. In our Club episode, we also answer some listener questions about the process of buying shares, how to work out the most undervalued Top 10 stock, and the NEFF ratio. Oh yeah, and I sing Tony a song.…
 
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