QAV Investing Podcast (Free Edition)

Michael Goldberg discusses the challenges and performance of value investing over recent years, including portfolio management and market timing.

The speaker discusses the impact of bushfires in Victoria on horse farms, including evacuations and losses in the racing and breeding community.

The host pays tribute to puppeteer Jamie Dunn, creator of Agro, and discusses a recent stock purchase influenced by oil price fluctuations and political news.

The hosts discuss actor Robert Duvall's career, Oscar win, and filmography, noting his notable roles in films like The Godfather and Apocalypse Now.

The hosts discuss hot weather in Australia, greet a QAV Club member, and mention the passing of Rob Hurst.

The hosts discuss their holiday activities, including trips to Healesville and Melbourne for Christmas, and recent experiences with hay fever and playing with soldier crabs at Elliott Heads beach.

The hosts discuss personal updates, including golf, a family hospital visit, and home repairs like a new hot water system and boiler, before briefly touching on the stock market and Bitcoin.

The hosts humorously discuss not receiving a Nobel Peace Prize and compare current global affairs to past U.S.

The ASX experienced a major trading outage due to a publishing system failure, raising concerns about its operational governance and technology management.

The hosts discuss Phil Coles' personal life, his music career, Genesis, and Brian Eno's Oblique Strategies card, with Tony relating it to his inconsistent TikTok strategy.

The hosts discuss Catherine O'Hara's career and comedy style, including her roles in Schitt's Creek and Home Alone, before transitioning to portfolio updates.

The hosts welcome Scott to the QAV Christmas edition podcast, discussing his personal life and golf interests before transitioning to his investing background.

The hosts discuss podcast logistics, New Year's Eve activities including golf, and personal anecdotes in a casual, introductory segment.

The hosts discuss AERIS Resources, focusing on how to analyze a mining company with multiple commodities by examining its revenue or profit split.

The hosts discuss market impacts of World War III, a QAV club member's query on trend line analysis, and a planned talk on oil and gold investing.

The hosts introduce the QAV investing podcast and discuss market reactions to Trump's negotiations and oil prices.

This segment discusses the historical context of 9-11, the Middle East conflicts, and the impact on global oil markets, while also touching on political rhetoric and Australia's fuel reserves.

This episode introduces the QAV investment system developed by Tony Kynaston, who retired at 43 with double market returns.

Tony Kynaston interviews Gabriel Radominski from Sandon Capital about value and activist investing, focusing on starting a fund during the 2008 financial crisis and the challenges of investor psychology.

Tony Kynaston interviews John Abernethy, a veteran in Australian investment circles, to explore the inner workings of the funds management industry.

Tony Kynaston and Cameron discuss market news, portfolio performance, and listener questions on their value investing podcast.

Tony Kynaston teaches value investing principles based on the Warren Buffett/Benjamin Graham school, with a casual opening discussing Michael Caine and trivia.

Tony Kynaston discusses a stock pick (Plenty Group) and value investing principles with a co-host.

Tony Kynaston reviews end-of-financial-year portfolio performance, comparing returns to market indices and discussing value investing strategies.

Tony Kynaston analyzes Cog Financial Services, a finance broker aggregator, discussing its share price history and business model.

Tony Kynaston and Cameron discuss value investing principles and analyze a speculative stock, Vitura Health Limited.

Tony Kynaston discusses the quiet news week, the Australian stock market hitting a record high, and the impact of Trump's political prospects on the market.

Tony Kynaston discusses value investing principles and the performance of their US portfolio.

Tony Kynaston discusses value investing and market trends, starting with a Supreme Court ruling and moving to financial year results and property/stock market resilience.

The episode begins with a tribute to actor Donald Sutherland before transitioning into the regular value investing discussion.