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Australia's #1 podcast about value investing.
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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.
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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 ...
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Tony Kynaston - QAV | Takeover Target Tango
29:24
29:24
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29:24
Ever been blindsided by a takeover offer and felt lost in a sea of unfamiliar takeover jargon? In this episode, we dive deep into the murky waters of mergers acquisitions and takeovers and the impact on shareholders with the return of Tony Kynaston from QAV investing. Tony sheds light on what it really means when a company catches the eye of potent…
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Weekend Watchlist - Hansen Technologies (ASX:HSN)
18:49
18:49
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Hansen Technologies Limited is a global provider of software and services to the energy, water and communications industries. The Company is engaged in development, integration, and support of billing systems software for the energy and communications sectors. Its segment includes Billing, which is engaged in sale of billing applications and the pr…
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The AORD dropped this week, as did BOQ, TK does a Pulled pork on RSG. Also in the Club edition: WOW’s CEO threatened with time in the big house, FND does an Indian ATM deal, TK talks about the Pulled Pork and Billionaire Portfolios.By Tony Kynaston & Cameron Reilly
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The AORD dropped this week, as did BOQ, TK does a Pulled pork on RSG. Also in the Club edition: WOW’s CEO threatened with time in the big house, FND does an Indian ATM deal, TK talks about the Pulled Pork and Billionaire Portfolios.By Tony Kynaston & Cameron Reilly
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Weekend Watchlist - DUG Limited (ASX:DUG)
27:19
27:19
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DUG Technology Ltd is an Australia-based technology company. It specializes in analytical software development and high-performance computing (HPC). The Company designs, owns, and operates a network of the greenest supercomputers. It operates in three segments: HPCaaS, Services, and Software. The HPCaaS segment allows clients to connect to the Comp…
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The IMF on China, Diller on Trump Social, Bitcoin and Beanie Babies, pulled pork on A1M.Also in the Club edition: Cash and Armaguard, Anscombe’s Quartet, Regression testing, Tesla veers to the EV slow lane, Ex-defence minister Pyne is Hanwha’s man in Canberra, Karoon plots path from oil junior to major through Gulf of Mexico, and a thought experime…
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Gary Brode - Deep Knowledge Investing | A Dearth of Mirth
43:24
43:24
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43:24
In this episode I'm joined by friend of the podcast Gary Brode for a rollercoaster ride through the whimsical world of finance, economics and monetary policy. Let's face it, the economy can be dry and complicated. But Gary manages to inject humour into the discussion while unraveling the intricacies of the Federal Reserve's decisions, Congressional…
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Weekend Watchlist - SmartGroup Limited (ASX:SIQ)
16:54
16:54
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Smartgroup Corporation Ltd is an Australia-based company, which is engaged in providing outsourced administration, fleet management, and software, distribution, and group services. The Company operates through three segments: Outsourced administration (OA), Vehicle services (VS), and Software, distribution, and group services (SDGS). The OA segment…
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This week: Daniel Kahneman RIP, Sturgeon’s Law, Pulled pork on ASBPlus, in the Club edition: Valuing Bitcoin, Coking coal a sell, New Regression Testing results, Alchemy substack, Collins St does well again, ABB news, the performance of founder lead companies.By Tony Kynaston & Cameron Reilly
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Jordan Eliseo - ABC Bullion | Beating Inflation with Gold
35:55
35:55
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35:55
In a world of fluctuating markets and economic volatility, one asset has stood the test of time as a beacon of stability: gold. In the latest episode of our podcast, we had the pleasure of speaking with Jordan Eliseo, the general manager of ABC Bullion Australia, who brought over 25 years of experience in financial markets to our discussion on the …
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Weekend Watchlist - Veem Limited (ASX:VEE)
18:04
18:04
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18:04
VEEM Limited (VEEM) is an Australia-based company, which is a designer and manufacturer of high-technology marine propulsion and stabilization systems for the global luxury motor yacht, fast ferry, commercial workboat and defense industries. The Company is also engaged in manufacturing engineered products and services for the marine, defense and mi…
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Ron Shamgar - Tamim Asset Management | Management Machinations
36:05
36:05
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36:05
In this episode I'm joined by Ron Shamgar from Tamim Asset Management to unravel the complexities of company valuations and the pivotal role of management teams. Ron is a staunch advocate for value investing and has a systematic approach to analysing companies and the significance of great teams. With over two decades of experience on the ASX, Ron’…
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This week: Do ASX investors need to get used to expensive stocks, and a pulled Pork on G8 Education (GEM).Also in the Club edition: theories on why KSC spiked, whether AMC CEO’s sudden resignation is a red flag, MEA is being sold, Macquarie’s new FOMO meter, ABB’s Superloop troubles, and what to do if you still own VUK.…
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Weekend Watchlist - Tuas Limited (ASX:TUA)
24:00
24:00
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24:00
Tuas Limited is an Australia-based company primarily involved in owning and operating a mobile network and providing telecommunications services in Singapore. The Company operates through the Singapore telecommunications segment. The Company’s subsidiaries include Simba Telecom Pte Ltd, Simba 5G Pte Ltd, Netco East Pte Ltd, Netco West Pte Ltd, and …
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QAV #712 – China Beats Expectations… Again
40:45
40:45
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40:45
This week, while the RBA meets, we talked about ABB dropping 20% in a day, steel and coking coal fall, China’s economy beats expectations in the West, regression testing update, Damstra (DTC) is taken over, and a pulled pork on MSV.By Tony Kynaston & Cameron Reilly
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Jessica Amir - moomoo | Big Picture Investing
45:21
45:21
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45:21
In this episode I'm joined by special guest Jessica Amir, Senior Analyst at moomoo, as we dissect the intricacies of profitable investing amidst macroeconomic shifts and individual company growth. Jessica shares her insights on leveraging macro trends, the importance of earnings growth, and the strategies for selecting companies that can outperform…
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Monash IVF Group Limited is an Australia-based company, which is primarily involved in assisted reproductive services. The Company is also a provider of specialist women’s imaging services. It operates through two segments: Monash IVF Group Australia and Monash IVF Group International. The Monash IVF Group Australia segment provides assisted reprod…
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This week: Delisting of TGA, VUK acquisition, Pulled pork on BOQ. In the Club edition only: SD fix NWS issue, IRI loses Chair of Audit Committee, Tony’s testing on 2BL sell trigger, Tony answers questions about how to manage a portfolio if you move overseas, reducing our average daily trades to mitigate risks of the QAV spike, the risks of cap rais…
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Todd Wenning - Flyover Stocks | Dividends, Moats and DCFs
33:25
33:25
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33:25
In this episode I chat with Todd Wenning, a seasoned investment professional with experience at Ensemble Capital, Morningstar, and the Motley Fool about some of the most critical aspects of successful investing: moats, management, and buying companies at the right price. We based this conversation on this Venn diagram that Todd published on X (Twit…
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Data#3 Limited is an Australia-based information technology (IT) solutions and service provider. The Company is focused on providing information technology solutions, which draw on its range of products and services. Its technology solutions include cloud, modern workplace, security, data and analytics and connectivity. Its cloud solutions offer se…
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This week: AORD his another all-time high, reporting season is over (but now we’re in ex-div season), ING recorded a massive profit but the market dumped it anyway, Pulled pork is on Regis Healthcare (REG).Also on the Club edition: Ray Dalio thinks the Mag7 are “fairly priced”, Collins St Value Fund wins again, Cam’s regression tests come up with s…
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Richard Hemming - Under the Radar | Buying Market Power
39:47
39:47
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39:47
Investing in blue-chip stocks can be the cornerstone of a robust portfolio, but knowing when to buy and how to discern value is the key. In this episode I'm joined by Richard Hemming from Under the Radar Report to delve into the world of blue-chip investing, especially market powerhouses like Commonwealth Bank and the strategic value of duopolies i…
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Audinate Group Limited is an Australia-based provider of professional audio-visual (AV) networking technologies globally. Its principal activity is the development and sale of digital AV networking solutions. Its products include Dante AVIO adapters, software, Dante-enabled products, solutions for manufacturers and solutions for software developers…
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Vince Scully - Infrastructure | Making Society Function
40:39
40:39
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40:39
Vince Scully from Life Sherpa is my special guest in this episode where we uncover the essential role infrastructure plays in stabiliaing and diversifying your investment portfolio. From the bustling roads to the energy that powers our homes, infrastructure investments can enhance your portfolio’s risk-adjusted returns and improve its Sharpe Ratio.…
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This week: We discuss our favourite bits of Buffett’s new annual letter, and Tony does a pulled pork on Vulcan Steel (VSL).Also in the Club Edition: We discuss the results of a new 20% Rule 1 simulation, Reporting Season News, LNG is a sell, Data shows Cathie Wood's Ark is one of the worst funds, NVIDIA results, and TK's perspective on 'Losing too …
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Weekend Watchlist - Core Lithium (ASX:CXO)
24:08
24:08
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Core Lithium Ltd is an Australia-based hard-rock lithium mining company. The Company owns and operates Finniss Lithium project, which is located south of Darwin Port in the Northern Territory. We also take a closer look at the mining sector and the influence of commodity prices, operational issues and the risks (and rewards) arising. Shares for Beg…
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