TPN Podcasts Nov-Dec 2021

QAV 449 – 2021 Lessons Dumpster Fire  This episode is mostly a recap of lessons learned, highlights and lowlights of 2021. We talk about our portfolio performances (eg the QAV portfolio, and our own personal portfolios) in this difficult calendar year, Tony...

TPN Podcasts Week 46, 2021

QAV 445 – Jiggery Pokery This week we’re talking about our top three stocks from last week (PRU, BFG, CVL), SHJ (the quiet sleeper), why you shouldn’t innovate until you’re a QAV black belt, why we should NOT filter Price-to-Operating Cash Flow < 7 (whoops),...

TPN Podcasts for the week

Cold War #201 WHO’S THE BOSS  Without permission from the UNSC, the US and ROK forces crossed the 38th parallel. The Truman Administration ordered MacArthur to keep the crossing a secret. He ignored them and broadcast it publicly.  He had them by the balls and...

TPN Podcasts for March 2020

In 1482, as the Spanish Inquisition started to ramp up in more towns, the Pope appointed seven more inquisitors, including the infamous Tomás de Torquemada. However, critics of the Inquisition claimed that “the Inquisition has for some time been moved not by...

TPN Podcasts for February 2020

Tony discusses his portfolio management strategy during a downturn like the Wuhan Black Swan that is currently going on. He also answers some listener questions about having a small portfolio and debt-to-equity ratios. Our stock of the week is Korvest (KOV). John...

TPN Podcasts for January 2020

This week we’re joined by Rudy Filapek-Vandyck from fnarena.com. He explains his “super stocks” or “all-weather performer” investing strategy. In the QAV Club extended episode, Tony discusses the effect the Wuhan virus has had on the ASX and...

TPN Podcasts for December 2019

On this episode: We have our second QAV Club subscriber guest, Paul, a criminal lawyer from Sydney, who calls himself “a disastrous investor”. Paul asked Tony a bunch of great questions about the checklist, including drilling down on why Tony doesn’t...

TPN Podcasts for October 2019

This week Tony answers questions from new QAV Club member Angela about three point trendlines, reinvesting strategies, and challenger stocks, and we analyze gold miner Ramelius Resources. We try to go a little deeper on the Trump-Ukraine-Biden story than most of the...