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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Tony Kynaston & Cameron Reilly, Tony Kynaston, and Cameron Reilly에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Tony Kynaston & Cameron Reilly, Tony Kynaston, and Cameron Reilly 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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The Vanished


Was she the victim of foul play, an accident, or did she choose to disappear? In this episode of The Vanished, we retrace Diana’s last known movements, strange witness accounts, and the lingering mystery that has never been solved or.. was never meant to be solved.
QAV Investing Podcast (Free Edition)
모두 재생(하지 않음)으로 표시
Manage series 2511970
Tony Kynaston & Cameron Reilly, Tony Kynaston, and Cameron Reilly에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Tony Kynaston & Cameron Reilly, Tony Kynaston, and Cameron Reilly 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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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336 에피소드
모두 재생(하지 않음)으로 표시
Manage series 2511970
Tony Kynaston & Cameron Reilly, Tony Kynaston, and Cameron Reilly에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Tony Kynaston & Cameron Reilly, Tony Kynaston, and Cameron Reilly 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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.
…
continue reading
336 에피소드
모든 에피소드
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QAV Investing Podcast (Free Edition)

In this episode, we review recent half-yearly results and market volatility, discussing notable movements in the dummy portfolio compared to the benchmark, as well as significant shifts in commodities such as crude oil. We dive into reporting-season surprises from companies like Qantas, Hello World, Pepper Money, and Karoon Energy, exploring the lack of timely “confession season” disclosures and how that impacts investment decisions. The topic of whether to pause stock purchases during reporting season is debated, expressing our frustration over abrupt CFO departures and earnings “shock” announcements. We conclude with a “Pulled Pork” deep dive on mining services group Parenti (PRN), analyzing cash-flow quirks, forecast earnings, and overall QAV metrics.…
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QAV Investing Podcast (Free Edition)

In this episode of QAV, Cameron and Tony navigate the carnage of reporting season, where many QAV stocks have taken a beating. They discuss the brutal market reactions to earnings misses, the underperformance of value stocks relative to growth, and what the latest results say about the overall market sentiment. Despite the doom and gloom, there are bright spots, including Berkshire Hathaway’s latest results and a few standout earnings reports. Tony also revisits the concept of market tops and how investors should be positioning themselves.…
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QAV Investing Podcast (Free Edition)

Half year reports are playing their usual havoc on some of our stocks, as results disappoint the market. But is the market over-reacting in some cases? Tony thinks so. We're also talking about the RBA's decision to cut interest rates and how that affects our investing decisions. Stocks covered today include FND, AMP, CVL, PPM, and Tony's deep dive is on FSF. He also answers a listener's question about borrowing to buy shares. After hours includes discussions about Babylon, the ACO, racing updates and fasting.…
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QAV Investing Podcast (Free Edition)

In QAV Episode 806, Cameron and Tony cover key market updates, including Elon Musk’s $97B bid for OpenAI, Trump’s steel tariffs, and the resurgence of iron ore as a buy. They analyze portfolio performance, noting that long-held stocks tend to outperform, and discuss Nick Scali, Beach Energy, and Seven West Media’s earnings. Cameron unveils the ‘Reilly Indicator’, suggesting that a lack of sell signals could indicate an impending market correction. They revisit the ‘Crazy Girlfriend Rule’ for stocks that repeatedly disappoint, explore the impact of COVID lows rolling off charts, and debate when bad news stops being a red flag. The Pulled Pork segment examines Grange Resources (GRR)—a strong performer but with a looming mine closure. The episode wraps with fun discussions on horse racing, Al Pacino, and flat-pack furniture frustrations.…
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QAV Investing Podcast (Free Edition)

In this episode recorded on February 4, 2025, we dive into the impact of recent US tariff implementations and their immediate retraction. We also discuss the resignation of Resolute Mining's CEO following his detention in Mali and its effect on the company’s share price, TK explains the Ricardo effect on national economic strategy, the collapse of Mosaic Brands, regulatory approval for FND, and a 'Pulled Pork' segment on Aurelia Metals (AMI), covering the company's history, current status, and future projections amid the booming gold prices. In After Hours, they offer tributes to Marianne Faithful and discuss pop culture, including 'Rogue Heroes' and 'Inland Empire', Nazi propaganda and 20th-century Russian literature.…
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QAV Investing Podcast (Free Edition)

In this episode of QAV, Cameron and Tony discuss a variety of topics, from Tony’s trip to Tasmania and adventures at MONA to Cameron’s kitchen mishap with a mandolin slicer. The conversation transitions to market insights, including the impact of the Chinese AI system DeepSeek on global markets and Nvidia’s significant market cap loss. The duo explores key investment stories like Lindsay Australia’s stock performance and Washington H. Soul Pattinson’s involvement, as well as discussing pathology services company ACL and its challenges in a government-regulated environment. The episode closes with reflections on the late David Lynch and his creative legacy.…
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QAV Investing Podcast (Free Edition)

While TK is away, I'm chatting with Phil Muscatello from the Shares For Beginners podcast, about everything the two of us have learned about investing over the years we have produced our respective podcasts.
This week we're talking about commodities such as crude oil, copper, and lithium becoming buys again, Wall Street predictions and the practical approach of focusing on quality investments and managing risk. Tony shares analysis on several stocks including NWH and MYR, discussing red flags, and a pulled pork on HZN. Cameron discussed his recent analysis on Rule 1 selling and some news regarding FSF and GNP, plus an article from the AFR about Australia's private sector being in recession. After Hours features reviews of films like ‘Civil War’ and the ‘Planet of the Apes’ series, along with the show ‘Black Snow’, and NVIDIA’s groundbreaking announcements at CES.…
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QAV Investing Podcast (Free Edition)

In our first episode for 2025, we break down our mixed portfolio results for 2024, talk about news related to MWY, ABA, ERD, RMS, play clips from a 1994 talk from Peter Lynch, review Geoff Wilson's investing checklist, discuss Eugene Lama's views on efficient markets, quantum computing threats. And in the After Hours segment we talk about the films, TV and music that's kept us busy over the break.…
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QAV Investing Podcast (Free Edition)

A review of the stock market's winners and losers for the year, updates on TLS, DTL and FPR, Planck's Principle in investing, our predictions for 2025, and a 'Pulled Pork' on Wagner's Holding Company (WGN). In After Hours we talk about Leunig, say RIP to departed friends, and discuss ADHD.
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QAV Investing Podcast (Free Edition)

This week we're talking about SXE's new contracts, The Buffett Indicator, "The Mind of Wall Street", the Murdoch succession crisis, Pulled Porks on GTN and RM, and then in After Hours we discuss Dune Part Two, S02 of Bookie, Vivaldi's Four Seasons, Skeleton Crew, Wild Gods, Pink Moon and using the Australian government to bail out failing news organisations.…
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QAV Investing Podcast (Free Edition)

In this episode of QAV: Tony's recent golfing escapades and his upcoming move to Cape Schanck. We discuss ANZ's CEO change, reviewing the impact on the stock and the broader banking landscape, including concerns over market share and IT integration challenges. ABA's merger with MyState is analyzed for synergies and potential risks. There's an in-depth look at operating cash flows from Fleet Partners and whether it remains a QAV stock. The 'Pulled Pork' segment features Hello World Travel Limited, examining its financials and market position. Other topics include Boom Logistics' consolidation, commodities recovering thanks to China's statements, the RBA's interest rates decision, and Rule 1 sell strategies. The episode also includes reviews of recent media highlights, from cinema classics to new spy thrillers.…
In this episode, while Tony is playing golf, I am joined by guest co-host QAV club member Geoff Fleming. We discuss Geoff’s investing journey, then get into Anthony Scaramucci’s book on Bitcoin "investing", recent updates from EHL and FND, ASIC's warnings about cybersecurity threats to share holdings, the latest market news including gold stocks like WestGold (WGX) and Resolute Mining (RSG), and a deep dive on Auswide Bank (ABA), including its recent acquisition, merger talks with MyState, and financial challenges. After hours chat includes Babylon, The Old Man, pumpkin pie, Pink Floyd / Roger Waters concerts, Jethro Tull lyrics, Bauhaus movement, Cobra Kai and The Life of Apollonius of Tyana by Philostratus.…
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QAV Investing Podcast (Free Edition)

In this episode, we discuss the impact of Trump's tariffs and sanctions on markets, the consolidation of Boom Logistics, Resolute Mining Update, listener feedback about lithium investments and accruals, the Mooch on bitcoin and his Trump decoder ring, a pork on Woodside Petroleum (WDS), Nick Scali's Logistics Challenges, the latest on the super tax proposal, EV vehicle sales in Australia, and a second pork on U.S. company Pool Corporation (POOL), a recent Berkshire Hathaway investment. After Hours includes Tony's recent experiences with Rockwiz, Stephen Fry, and a golf win, while Cameron talks about the 1963 Italian horror film BLACK SABBATH and a new documentary about Elvis' 68 Comeback Special.…
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QAV Investing Podcast (Free Edition)

In a jam-packed two-hour long episode 747, we're talking about everything from the RSG kidnapping to accruals in the QAV checklist, the performance of ASG, why Cam didn't buy SWM when he read Kerry Stokes' AGM speech, Zombie companies on the ASX, the NAB being sued by ASIC, the retirement of Joyce Corporation's CEO, GrainCorp profits, Brokers hype, Findi's Indian ATM / IPO play, before wrapping up with after-hours chatter about horses, boxing, movies, fascism, and 20 years of podcasting.…
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