Real Portfolios. Double Market Returns.
Our QAV portfolios have consistently outperformed the ASX 200 over the long term. Backed by data, driven by discipline.
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RECENT PODCASTS
QAV America 18 – Tractors and Ten-Baggers (TITN)
In this episode of QAV America, Cam and Tony dig into the latest market moves, starting with the chaos in gold prices caused by unexpected US tariffs on Swiss gold imports. Cam reports on the strong performance of the QAV US portfolio—up nearly 64% since inception—highlighting big winners like ZEPP (+964% in a month), CX, IHS, and Orix. They cover portfolio changes, including selling OPHC and adding Jackson Financial (JXN), and discuss broader US economic news, including tariff extensions, inflation concerns, and Fed rate expectations. The centrepiece of the episode is Cam’s deep dive (“Pulled Pork”) on Titan Machinery (TITN), one of the largest US agricultural and construction equipment dealers. He breaks down the company’s history, revenue mix, recent financial challenges caused by the US farming downturn, and why it still scores well under the QAV system. After the investing talk, the “After Hours” segment touches on classic films, new TV shows, and even the Rumble in the Jungle.
QAV America 17 – Gray Gold: Finding Value in America’s Forgotten TV Empire (GTN)
In Episode 17 of QAV America, Cameron and Tony dive deep into the murky waters of the US media landscape with a pulled pork on Gray Television (GTN) — a classic “cigar butt” Berkshire-style stock that’s generating mountains of cash, trading at absurdly cheap levels, and doubling down on local television and film production while Wall Street yawns. They dissect Gray’s sprawling empire of local stations, film studios, and sports networks, and discuss how its political ad revenue, cash flow, and real estate assets might be wildly mispriced. It’s old media, new math, and some good old-fashioned cynicism.
QAV America 16 – Seneca Foods – A Classic Value Buy
In this episode of QAV America, Australian value investors Tony and Cam are focusing on Seneca Foods, a classic American company known for its packaged fruits and vegetables. They discuss Seneca’s financial performance, history, and why it’s a compelling value stock despite being considered a boring business. The hosts also reflect on other stocks they have reviewed recently, showing significant gains, and emphasize the ongoing potential to find undervalued stocks in the US market. The podcast aims to apply value investing principles to identify promising investment opportunities.
THE HOSTS
TK (on the right): The nicest rich guy you’ll ever meet, Tony Kynaston is a multi-millionaire professional value investor who lives in Sydney. Thanks to the QAV investing checklist system he developed, the average return on his portfolio over the last 30 years has been double market (after tax and costs have been deducted). When he’s not investing, he’s obsessed with playing golf, breeding horses, reading, and spending time with friends and family.
CR (the other one): Cameron Reilly is Tony’s 50+ year old student and the producer of the show. He was Australia’s first podcaster, has made a documentary, and has written a few books. He lives in Brisbane. When not training to become a value investing black belt, he spends his time making history podcasts, playing chess, practising Wing Chun, learning Italian, and spending time with his family.
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Click here to watch a short video introduction or listen to our introduction episode below, which give a background on Tony and his scientific approach to value investing.