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Content provided by Tony Kynaston & Cameron Reilly, Tony Kynaston, and Cameron Reilly. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tony Kynaston & Cameron Reilly, Tony Kynaston, and Cameron Reilly or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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QAV S04E21 – Hara-kiri
Manage episode 293380022 series 2564461
Content provided by Tony Kynaston & Cameron Reilly, Tony Kynaston, and Cameron Reilly. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tony Kynaston & Cameron Reilly, Tony Kynaston, and Cameron Reilly or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
This week we’re talking about why we sold MRC and bought ATL; FMG is down and Tony’s current thinking about commodity 3PTLs; why we’re taking ETFs and LICs out of QAV; late stage market behaviour; SOTW; why we allow stocks in the scorecard with a quality score below 75%; why HUM is on the scorecard; if Myer is a Schrodinger; Ray Dalio’s thoughts on the stage of the market and how it applies to QAV; if it’s too late to buy into AIS; and why the score for “PE
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295 episodes
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Manage episode 293380022 series 2564461
Content provided by Tony Kynaston & Cameron Reilly, Tony Kynaston, and Cameron Reilly. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tony Kynaston & Cameron Reilly, Tony Kynaston, and Cameron Reilly or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
This week we’re talking about why we sold MRC and bought ATL; FMG is down and Tony’s current thinking about commodity 3PTLs; why we’re taking ETFs and LICs out of QAV; late stage market behaviour; SOTW; why we allow stocks in the scorecard with a quality score below 75%; why HUM is on the scorecard; if Myer is a Schrodinger; Ray Dalio’s thoughts on the stage of the market and how it applies to QAV; if it’s too late to buy into AIS; and why the score for “PE
…
continue reading
295 episodes
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Similar to QAV - Investing In Shares
The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
…
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continue reading
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continue reading
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…
continue reading
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…
continue reading
How will countries around the world cope with persistent inflation and high borrowing costs? Are central bankers helping to abate the cost-of-living crisis or are they moving us all closer to recession? On Stephanomics, a podcast hosted by Bloomberg Economics head Stephanie Flanders—the former BBC economics editor and chief market strategist for Europe at JPMorgan Asset Management—we combine reports from Bloomberg journalists around the world and conversations with internationally respected ...
…
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This Podcast is created and curated by Deepak Jayaraman (an Executive Coach and a Leadership Advisor). He lives in Mumbai and works with successful Senior Executives by helping them play to their unique potential but with a sharp focus on transitions (business or career). Just like businesses need to think about "where to play" and "how to win", leaders need to be coherent about "where to go" and "how to grow" in their journeys. Deepak works with them during pivotal moments to help them with ...
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Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
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continue reading
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