QAV - Investing In Shares

A Scientific Approach To Investing

Author: Tony Kynaston & Cameron Reilly

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 hes going to teach us his system for successful investing, based on the Warren Buffett / Benjamin Graham school of intrinsic value.
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Language: en-au

Genres: Business, Investing, Management

Contact email: Get it

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iTunes ID: Get it

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QAV 746 – King Trump
Tuesday, 12 November, 2024

In this mammoth two-and-a-half-hour marathon episode #746, we covered an extensive range of topics, from Trump's 2024 election victory and its implications, to detailed analysis of multiple companies and market sectors. Elon Musk's new role as Minister for Government Efficiency (DOGE), portfolio performance updates showing significant outperformance of benchmarks, and several mining company developments including Resolute Mining's Mali crisis, Liontown Resources' lithium struggles, the delisting of Namoi Cotton and the challenges of tracking corporate actions in Light portfolios, and iron ore market challenges. Cam does a pulled pork on US shipping company TeeKay Corporation's history and operations, and Tony does a pulled pork on Qantas Airways' business model and fleet concerns. The After Hours section also included discussions about horseracing updates, entertainment recommendations including David Tennant shows, and concluded with an extensive debate about Trump's potential impact on democracy and different perspectives on fascism in America.