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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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The BS Filter

Cameron Reilly & Ray Harris

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Dissecting the biggest stories in the news to try to get to the core of what’s going on. No bias. No agenda. No BS. Just a brutal examination of the facts and the history behind them.
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Between the Stripes LOI podcast coming your way each and every week with the very best in debate, big name interviews, and fixture previews/reviews from our co-hosts Kieran Burke, Jonathan Brier and Gary Reilly. Subscribe now on Apple podcasts, Spotify or your favorite podcast app. For more BTS content visit our website http://BetweenTheStripes.net.
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#NotAboutUpod

Jamal Harrington

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A podcast with comedians and hosts, Jamal Harrington(Brooklyn, NY) and Marianne Reilly(Tacoma, WA). Nothing is taboo and there's a lot of fun involved as we discuss whatever. Think of it as overhearing a conversation and wondering "WTF?" And then can't help but continue to listen. Welcome to our world.
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Every Musical Ever

Richard Carroll

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Each week, host Richard Carroll discusses a different musical with smart and hilarious guests, including Joel Creasey, Lucy Durack, Leigh Sales, David Campbell, Virginia Gay and Julia Zemiro. Each musical gets an in-depth going-over – from deconstructing the minutiae of the plot, to fan-girling over the songs, reminiscing about the impact of the musical on our lives, and interrogating the unanswered questions we’ve always wanted resolved.
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Former Derry City defender and current Grimsby Town man, Cameron McJannet joins us on this week's show to chat among other things about THAT decision at the Brandywell last Friday. Kieran & Gary, now card carrying members of the Dublin media it would seem, run through all the latest big talking points such as who will actually win this blood league…
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There's nothing hotter than Tibetan-on-Tibetan violence, especially when it's the two top government officials having a civil war over the new Dalai Lama, as happened in Tibet in 1947. But don't let anyone ever tell you that making a child the head of a religion and government isn't a sensational idea. It's NEVER gone badly. EVER. And did you know …
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Rescued from the brink of extinction, the lads discuss the fresh takeover at Dundalk FC. Despite understandable outpourings of relief from the Dundalk fans, Gary warns of a testing road ahead for Lilywhite supporters. Kieran also reports from the 1903's public fan meeting at Oriel Park. On the pitch, there's plenty to ponder. Can Shamrock Rovers st…
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On his way to Constantinople, Bohemond attacked a village of Christian heretics, because having different opinions should not be tolerated. When he arrived at the Byzantine capital, he met with Alexios but didn’t trust his cooking. After he left, he was quickly followed by Count Raymond of Toulouse, who thought he should be in charge of the allied …
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In 1904, the British sent an army into Tibet to secure it for Britain. It resulted in a massacre when the British opened fire with their new Maxim machine guns on Tibetans holding spears. The Dalai Lama was forced to flee the country. Over the next few decades, Tibet was oppressed by the British and China (also controlled by Britain, especially aft…
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In this episode, Tony and Cam discuss recent commodity declines and a gold price surge and what it all means, as well as recent Brettalator issues and portfolio updates. Tony reads from 'What Works on Wall Street' talking about how value investing sustains through market bubbles. The 'Pulled Pork' segment features Cash Converters, analysing its bus…
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In this episode of the QAV value investing podcast, Tony and Cam review the impressive US portfolio performance with a rise of 44%, compared to the S&P’s 27%, and compare with the Australian portfolios. They discuss the recent performance of big caps versus small caps, MMS setbacks. Behavioral economics insights from ‘What Works on Wall Street’ by …
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If you thought managing a team in the First Division was all about team selection, tactics and transfers, you are mistaken as Finn Harps manager Darren Murphy gives listeners a wonderful and detailed insight into the all consuming life of a manager in the second-tier of Irish football. Meanwhile, Kieran & Gaz breakdown the latest twists and turns i…
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On 9 April 1097 Bohemond of Taranto arrived at Constantinople. One of the most famous of the Crusaders, who left a huge legacy in Syria. Even though that’s not his real name. He was a Norman prince who had already invaded the Byzantine Empire twice in the last 20 years. But this time, he came in peace. Or did he? Oh dear! This page contains Member'…
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LOI legend Dermot Keely joins us to discuss his new book, the late Jim McLaughlin, his concern for Dundalk FC, and of course, he has plenty to say about the FAI too. Having attended Weavers Park for one of the most remarkable score lines of the season on Friday, Kieran brings us audio with Drogheda goalkeeper Luke Dennison while listeners will also…
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In this episode, Tony and Cam discuss the performance of stocks in the US dummy portfolio, working with F Scores and Z Scores, with a deep dive on ENVA’s 39% rise and the risks of investing in some US-listed stocks like Chinese online tech company, STG. They cover recent events around YAL, ANZ, BXB, ING, LFS, AX1 and BOQ and a regression test on “R…
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We all know that Tibet and China have a history, and that the U.S.A. is always in the middle of it. But you may not know that The United States recognizes Tibet to be part of the People’s Republic of China or that the UK and the U.S.A. have spent over a century trying to wrest control over Tibet away from China. This is part one of that story.…
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In this episode of QAV, Elio D'Amato from Stockopedia interviews Tony Kynaston. The discussion covers Tony's investing principles, his journey from corporate management to investing, Tony's philosophy of having a disciplined investment system, and key strategies he employs in his Quality at Value (QAV) investing approach. They touch on the importan…
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Godfrey of Bouillon, the Duke of Lower Lorraine, who had managed to blackmail the Jews into giving him a shit ton of money, was not so easily convinced that he needed to bow the knee to Emperor Alexius of Constantinople. He quickly learned that Alexius was not mucking about. Oh dear! This page contains Member's Only content... and you aren't logged…
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The failure of the People’s Crusade didn’t stop the overall appetite in Europe for pillaging the Holy Land. They still had the Prince’s Crusade. A bunch of rich young men, their vassals and hired mercenaries set out to pillage Jerusalem and anything else appetising along the way. Even, perhaps Constantinople. Oh dear! This page contains Member's On…
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Where do you even start this week? Duffer v Higgins, Maguire's Rebels return, Dundalk's hostile home reaction, Dawson Devoy suspension gate, Sligo Rovers v Rob Hennessey, Athlone v Kerry - The best bad game of all time? These are just some of the many subjects covered on this week's show which also contains audio with Ruaidhrí Higgins and Brian Mah…
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On this week's show: - Optimism following Rovers Prague display - Vaduz victory a turning point for Kenny? - Can Aidan Keena break the Saints striker curse? - Keating returns to Turners Cross - Relegation battle going to the wire - Sligo Rovers for Europe? - A bad weekend for goalkeepers - Shelbourne v Derry City on Monday night! - BTS Predictions …
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Peter’s other crusaders, not so keen on Jewish jabby jabby, headed to Constantinople for a chat with the Byzantine Emperor. Then they swung by Nicaea, famous for that big Christian meeting back in 325. The French troops went first, sadly showing off their top-notch savagery skills, even roasting babies. Meanwhile, the Germans tried their luck at a …
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It's the middle of 1953, and the CIA is ready to execute their coup against the democratically elected government of Iran. The plan? Spend a bucket load of money hiring thugs to cause riots in the streets. Blame it on Mossadegh and then bribe a corrupt member of the Iranian military to go and arrest him. Unfortunately for the CIA, it didn't go to p…
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On this week's pod the lads look back on Shamrock Rovers defeat to Sparta Prague, is it the end of the European dream for the Hoops? Derry's embarrassing Euro exit to Bruno's Magpies is discussed too but did Sunday's big Cup win rescue the week for the Candystripes? Speaking of that cup game at the Brandywell, just how big of a job does Stephen Ken…
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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…
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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…
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We've got an assortment of topics and competitions to cover on this week's show. LOI TV Commentator Barry Murphy dials in from Tallaght Stadium with immediate reaction to Shamrock Rovers dramatic win in the Champions League. We've got audio with Ruaidhrí Higgins & Brian Maher as Derry City aims to avoid an embarrassing early Euro exit at the hands …
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At the end of April in 1096, a priest by the name of Volkmar, a monk called Gottschalk, and an army from the Rhineland led by a Count Emich set off on the First Crusade with tens of thousands of soldiers and enthusiastic pilgrims… following a goose that had been inspired by God… and a holy goat. Their first order of business was to kill as many Jew…
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We're going international on this week's pod as Gibraltar's Louie Annesley joins us to discuss Derry City and Shelbourne's upcoming European ties against teams from the rock. The current Braintree Town defender also reflects on his time in Ireland with Dundalk, which included relearning how to walk after a life and death brush with sepsis. Kieran &…
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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…
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