Each week we teach the basic principles of value investing, the only real way to have long-term success in share investing.

QAV - Investing In Shares
Claim This Podcastby Tony Kynaston & Cameron Reilly
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Podcast Overview
Each week we teach the basic principles of value investing, the only real way to have long-term success in share investing.
Language
🇺🇲
Publishing Since
2/21/2019
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Recent Episodes

July 8, 2026
Gold, Glory, and the Art of the Deal: New Financial Year Results Roundup: QAV AU #927

July 1, 2026
Boring Stocks, Bonkers Returns: QAV AU #926
On this week's show we wrap up the financial year and the numbers are, frankly, bonkers: the AU model portfolio is up nearly 29% for the year, the Light portfolios are up nearly 36% as a group, and the US model is up 44% against a 20% S&P. Tony then does a Pulled Pork on EVZ Limited, a small engineering fabricator that has gone from 16 cents to 65 cents in 12 months and just landed on the buy list. We also get into the warning signs stacking up on Wall Street, from margin loans up 50% to the Bank of International Settlements calling out AI data centre spending as a potential GFC-style meltdown risk.

June 24, 2026
OIL THAT: QAV AU #925
This week we cover the Iran oil sanctions waiver and what it means for the oil price, plus debrief on selling our oil stocks (Karoon, Viva Energy, Brookside) ahead of what turned out to be a nasty drop. Tony does a Pulled Pork on ASX-listed labour hire and training firm Ashley Services Group (ASH), a thinly traded turnaround story with a strong owner-founder and a QAV score of 0.24. We also note the passing of Alan Greenspan, the Credit Corp / Humm deal falling apart, and end-of-financial-year portfolio numbers that have the dummy portfolio well ahead of the index.
448 total episodes available
Recent guests on QAV - Investing In Shares
Guests from recent episodes — sign up to see every guest that has ever appeared on this show.
Navarre Trousselot
Guest
Rich Pzena
Guest
Warren Buffett
Guest
Sweet FA
Guest
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Frequently asked questions
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- What is QAV - Investing In Shares?
- How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 8 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Information about guest appearances is not available.
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