 |
Quality At Value - Value Investing In SharesA Scientific Approach To Investing Author: Tony Kynaston & Cameron Reilly
Each week we teach the basic principles of value investing, the only real way to have long-term success in share investing. Language: en-au Genres: Business, Investing, Management Contact email: Get it Feed URL: Get it iTunes ID: Get it |
Listen Now...
QAV AU 849 — Shake the Tree and Let the Nuts Fall Out
Tuesday, 9 December, 2025
This week Tony and I wander through a very QAV-ish mix of market weirdness, portfolio updates, almond conspiracies, and Bond-level misogyny. COG and ERD get the chop, AMA consolidates, several new stocks rotate in, and the dummy and Light portfolios continue to absolutely embarrass the index. Tony reveals his own monster year, we unpack strange board moves at Aeris Resources, applaud EarlyPay’s buyback, and then TK delivers a beautifully nerdy pulled pork on Select Harvest (SHV)— complete with bee-logistics, frost-blowers, and almond geopolitics. We finish with digressions into Alien Earth, baccarat, TikTok nutrition fear-mongering, and Tony’s racehorse winning at 26-to-1. A normal episode, in other words.
