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QAV Investing Podcast (Free Edition)

Tony Kynaston & Cameron Reilly

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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 he's going to teach us his system for successful investing, based on the Warren Buffett / Benjamin Graham school of intrinsic value.
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Intrinsic First

Intrinsic First

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Intrinsic Leadership is a thought-provoking podcast hosted by Aaron Robbins, Jimmy Karam, and Dr. Drea Zigarmi, delving into the multifaceted world of leadership. Join this dynamic trio as they explore the essence of leadership, dissect the Leadership in Context model, and navigate through essential topics like self-discovery, leading in diverse contexts, and mastering crucial leadership skills such as active listening, conflict resolution, and goal setting. Whether you're a seasoned leader ...
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Presented by The Investors Podcast Network with over 10 million downloads — home to the popular We Study Billionaires podcast, The Intrinsic Value Podcast is a new show focused on breaking down businesses, estimating their intrinsic value per share, and deciding whether they should be added to an ongoing portfolio of stocks built out each week. From assessing the monopoly power of Google to determining the fair value of publicly-traded sports franchises, no topics is off limits in the pursui ...
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80,000 Hours Podcast

Rob, Luisa, and the 80,000 Hours team

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Unusually in-depth conversations about the world's most pressing problems and what you can do to solve them. Subscribe by searching for '80000 Hours' wherever you get podcasts. Hosted by Rob Wiblin and Luisa Rodriguez.
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🎧 Welcome to the SOIC Podcast! SOIC (School of Intrinsic Compounding) helps Indian investors learn how to invest wisely through simple lessons, real-life examples, and case studies. In each episode, you’ll get: 📊 Stock analysis made easy 📚 Key takeaways from investing books 🧠 Mental models to think smarter 💡 Real-world case studies from the stock market Follow and listen to learn how to become a smarter investor for life.
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You Matter Nashville

Jason and Mindy Hoover

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The "You Matter Nashville," podcast hosted by Jason and Mindy Hoover, is an uplifting and insightful series that champions the universal message that every individual is of importance. This podcast extends their commitment to affirming the intrinsic value of each person, reaching beyond their professional lives to touch on a wide array of life aspects. Broadcasting from Nashville, Tennessee, the podcast features a mix of stories, conversations, and interviews, all centered around the "You Ma ...
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Today Worthy

Jennifer Chung

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What would life be like if we truly understood our own intrinsic value? Join our host singer-songwriter, actor, & founder of Today Worthy, Jennifer Chung, as well as her team members as we try to empower listeners through storytelling and conversations. Sometimes we’ll have special guests, have a round table, while other days we’ll go over mindset exercises. Whatever the topic, our ultimate goal is to remind you this: you’re Today Worthy. Follow @todayworthy on all platforms & check out www. ...
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Women Leaders are the present and future; we do the hard things better. Most female leaders are of greater value than they believe, and that is the main issue. On this podcast we aim to look at where women leaders are stuck under their own thumb. By digging into the obstacles, the stories, the current trajectory, progress, and more, my goal is to bring it to the forefront of transformation. Society, the patriarchy and don’t forget the matriarchy, have been dictating the descriptive and presc ...
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Tune in for thoughtful investing and personal finance content. Tom is a mid-20's investor based in New Zealand, following the long-term investment principles laid out by titans of the investing world such as Warren Buffett, Charlie Munger, Ben Graham and Mohnish Pabrai. Expect to hear from Tom and a wide range of guests on all things stock market investing. Enjoy!
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The Couch Trip

Eddie Reece and Bill Courtright

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Human beings possess an intrinsic urge for self-improvement, a relentless pursuit of personal development that surpasses simple introspection and delves into understanding the complex weave of human relationships. By unraveling the thought processes and actions of those around us, we can glean transformative insights and elevate our lives to unprecedented levels. Welcome to The Couch Trip with Eddie Reece, MS, LPC, BC-TMH. This is a gateway to fully understanding the intricate psychological ...
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Next Matters Most

Nick Jordan

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Insights on the future of business, technology, and entrepreneurship. Next Matters Most is a podcast hosted by serial entrepreneur and global software development agency CEO Nick Jordan. What we’ve already done matters, but what we do next….. MATTERS MOST! This is a reality that plays out each day in business and life as success demands we look to the future for value and direction.
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Fueling Creativity in Education

Dr. Matthew J. Worwood and Dr. Cyndi Burnett

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The Fueling Creativity in Education podcast provides listeners with unique insights into the field of creativity research, including best practices for applying this knowledge to a traditional school environment. Thanks to deep dive interviews with renowned creativity scholars, respected practitioners, and passionate educators, every teacher and administrator will walk away with new strategies that inspire and support student and teacher creativity in and out of the classroom.
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Join Elle and Ashlyn of La Vie Cosplay on this comedy podcast in the chaos of fandom, crafting, mental health, competing and the overall adventure that is cosplay con-going life. You won't believe what some people say; or what people think they can attach to their bodies with hot glue. Rated PG-13. Previously Sh*t Cosplayers Say
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With the convergence of data, computing power, and new methods, computational biology is at its most exciting moment. At PSI, we're asking the leading researchers in the field to discover where we're headed for, and which exciting pathways will take us there. Whether you're just thinking of starting your research career or have been computing stuff for decades, come and join the conversation!
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The Journey of Finance

Matthew Lopez-Kronicz

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Journey through finance is my story as I navigate through the path of Finance. Beginning as a intern as a financial planner I will discuss topics and stories in the field. I will also interview others within finance to get their stories as well. The goal is to bring light for myself and others in finance and help us all grow together,
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Each of us is a container for sensation, thought, emotion, and whole-body experience. Through guided meditation we can gain access to a deeper sense of peace and calm that exists deep within each of us. The more we meditate, the more we draw upon the well of calm within, increasing our ability to manage stress, regulate emotion, and focus. Jess guides each 2-10 minute journey, drawing on her yoga + mindfulness meditation background to help empower all meditators from beginners to long-time p ...
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Join host Scott Sinclair for The Grow, a weekly deep dive into the financial future of the cannabis industry. Tailored for senior management, owners, and entrepreneurs, we spotlight earnings, financing, and restructuring with a clear message: there are capital solutions to drive success. Scott breaks down the latest trends and opportunities, offering a positive path forward for businesses navigating this evolving market. With occasional high-caliber guests, The Grow delivers sharp, actionabl ...
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L&D in Action is a podcast for learning leaders whose goal is to create a culture of learning within their organization. Each episode features conversations on how learning and development can maximize your employees’ potential, keep them engaged and have some fun along the way. We’ll speak with CLOs, instructional designers, executive coaches, HR leaders, consultants, and more. If you’re looking for the best ways to turn learning into action, then you’ve found the right community.
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Jungbub Talk

Cheon Gong

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Spiritual Mentor Cheon Gong spent 17 solitary years in the mountain, made a direct connection with Nature, and absorbed Cosmic Law, the principle that governs the Universe. He now teaches humanity how to live correctly by applying the Cosmic Law. Are you still looking for the answers that will quench your thirst for the truth? Are you still looking for a spiritual teacher who can guide you? Spiritual Mentor Cheon Gong from Korea can answer any questions you may have. He has been answering qu ...
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Finding Love in the Chaos of Life

Jacqui Burnett and Tanagh-Jane Breytenbach

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The path from spiritual awakening to enlightenment comes in many forms and can be overwhelming at first. Internal peace arrives through Finding Love in the Chaos of Life by working with your Individual Spirit, opening your access to Universal Wisdom as a Spiritual Revolutionary. Join hosts Jacqui Burnett and Tanagh-Jane Breytenbach for regular episodes as they unpack how to live a spirit-led life, gifting you the courage to challenge your perspective through the lens of Love. Keep up with gr ...
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Shawn O’Malley and Daniel Mahnke break down Roku (ticker: ROKU), an aggregator of digital content in the world of TV streaming, with a footprint in nearly 90 million households. Roku is the gateway to streaming, and its devices have famously turned any TV into a Smart TV, but now Roku does much more than that. In this episode, you’ll learn why the …
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Send us a text In this episode, we break down how to simplify stock valuation using AI tools like ChatGPT and Gemini. From choosing the right valuation ratios (like P/E, EV/EBITDA, or Price-to-Sales) to calculating intrinsic value and building bull, bear, and base scenarios — we guide you step-by-step. This episode is ideal for investors who want t…
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Send us a text Welcome to today’s deep dive on the global and Indian defence sector — where geopolitics, military innovation, and stock market opportunities come together. In this episode, we explore: Why wars happen and how global power is shifting How modern warfare — like drones and cyber tech — is replacing tanks and jets India’s growing role i…
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Send us a text In this episode, we analyze how Indian capital market companies like Motilal Oswal, Edelweiss, and JM Financial are shifting from transaction-based income to more stable, recurring revenue models like wealth management and asset management. We also discuss how past mistakes in wholesale lending are being corrected, and explore the in…
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Send us a text In this episode, we explore Fine Organics — a global leader in emulsifiers and polymer additives. With over 600 products, a pristine balance sheet, and aggressive global capex plans, the company is positioning itself for a major growth comeback after years of stagnancy. We dive into its competitive edge, market presence across 80+ co…
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Slappin' Glass sits down this week with Coach, Author, and Leadership Development Consultant from Centerville HS in Ohio, Brook Cupps. In this terrific conversation the trio dive into Coach Cupps' thoughts on the power of story in building culture, accountability partners, and discusses role clarification in motion offense, and teaching players to …
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Is your twice-daily vacuuming a simple routine, or… something more? This week, Eddie Reece and Bill Courtright tackle the surprisingly complex world of addiction. They're not just talking about drugs and alcohol; they're diving into the less-obvious habits, like workaholism or endless social media scrolling, that might be serving as "flight respons…
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What happens when civilisation faces its greatest tests? This compilation brings together insights from researchers, defence experts, philosophers, and policymakers on humanity’s ability to survive and recover from catastrophic events. From nuclear winter and electromagnetic pulses to pandemics and climate disasters, we explore both the threats tha…
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Sign up for our weekly newsletter here! In this special summer Listen and Learn episode of the Fueling Creativity in Education podcast, hosts Dr. Cyndi Burnett and Dr. Matthew Worwood welcome back the inspiring Principal EL to discuss his new book, "Meet Their Needs and They'll Succeed." Principal EL, a celebrated educator and chess coach, shares t…
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Daniel Mahncke and Shawn O’Malley take a closer look at Estée Lauder’s turbulent turnaround, tracing the beauty giant’s fall from pandemic favorite to contrarian play. After years of strong growth, the company was hit by an inventory pileup, the collapse of China’s daigou shopping channel, and a broader slowdown in its most important market. In thi…
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Slappin' Glass sits down this week with 3x German Bundesliga Coach of the Year, who has also coached extensively in Japan, John Patrick. In this highly insightful conversation the trio dive into Coach Patrick's thoughts on pace and building an offense from someone who is an legendary defensive coach, and discuss defending tough PNR actions along wi…
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In this episode of You Matter Nashville, we sat down with the incredible Tash Weddle, founder of The New Beginnings Center in Nashville. Tash is a master strength coach who turned her experience in collegiate athletics into a mission to empower women—particularly low-income women—through fitness, nutrition, and mindset training. She shared how her …
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Picking up right where they left off, Eddie Reece and Bill Courtright dive deeper into Eddie’s story in part two of this revealing episode. Join them as they traverse the winding path from the mid-90s to the present, exploring the experiences that molded Eddie’s unique approach to therapy. Expect candid reflections on Air Force days, bartending nig…
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In Episode AU 827 of the QAV Investing Podcast, Cameron and Tony kick off with Trump’s latest tariff threats, predict (incorrectly) the RBA’s interest rate decision, and analyse the ASX’s reaction to overnight Wall Street moves. They discuss the impact of criminal allegations on G8 Education (GEM) staff, the 30% surge in Motorcycle Holdings (MTO), …
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Ryan Greenblatt — lead author on the explosive paper “Alignment faking in large language models” and chief scientist at Redwood Research — thinks there’s a 25% chance that within four years, AI will be able to do everything needed to run an AI company, from writing code to designing experiments to making strategic and business decisions. As Ryan la…
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Sign up for our weekly newsletter here! In this special summer Listen and Learn episode of the Fueling Creativity in Education Podcast, hosts Cyndi Burnett and Matthew Worwood welcome back Dr. Anna Abraham, the E. Paul Torrance Professor and Director of the Torrance Center for Creativity and Talent Development at UGA. Dr. Abraham introduces her new…
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Shawn O’Malley and Daniel Mahncke break down LVMH (ticker: MC), an iconic luxury goods empire with brands ranging from Louis Vuitton to Moët, Dior, Chandon, Hennessy, Tiffany, Bulgari, and Tag Heur, among others. It’s a powerful conglomerate built by one of the world’s richest men, Bernard Arnault, known as the “wolf in cashmere” for his ruthless c…
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This week, we're revisiting a fascinating conversation on Slappin' Glass with the Head Coach of St. Thomas, Johnny Tauer! Originally recorded during the Tommies' transition from D3 to D1, Coach Tauer shares timeless insights on what truly wins at both levels. We also dive into discussions on intrinsic motivation, handling turnovers, managing over-e…
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What story lies behind the therapist sharing insights from the couch? In this episode, Bill Courtright takes a step back from the usual advice and sits down with his co-host, Eddie Reece, for an intimate conversation about Eddie’s life story and the experiences that shaped him. This isn't just small talk; we're tracing Eddie's path from growing up …
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In this episode of QAV, Cameron and Tony kick off the new financial year with tributes to Lalo Schiffrin and Bill Moyers before diving into end-of-year portfolio roundups. They compare the dummy portfolio’s 19.87% gain against the STW’s 13.61%, dissect U.S. portfolio returns versus the S&P 500, and unpack Tony’s concentrated seven-stock strategy. L…
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Sign up for our weekly newsletter here! In this special summer edition of the Fueling Creativity in Education Podcast, hosts Dr. Cyndi Burnett and Dr. Matthew Worwood welcome back Dr. Zorana Pringle, senior research scientist at the Yale Center for Emotional Intelligence, to discuss her new book, "The Creativity Choice." In a concise, listen-and-le…
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Send us a text In this episode, we do a complete breakdown of Jio Finance—its structure, growth potential, and reasons behind the recent stock fall. 📌 Key takeaways: Why Jio Finance was created & its link to Reliance Industries What makes it a corporate-backed NBFC, and how that helps Breakdown of business verticals: lending, insurance, payments, A…
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Send us a text In this masterclass, we break down the cash flow statement—one of the most important yet underrated financial tools for investors. You'll learn how to analyze cash flow from operations, investing, and financing using real case studies, simple analogies, and forensic techniques. We also explain key ratios like CFO to PAT and CFO to EB…
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Send us a text In this episode, we break down why PPFAS Mutual Fund recently added Mahindra & Mahindra, Narayana Health, and Coal India to its portfolio—and what you can learn from it. 📌 Key takeaways: Mahindra & Mahindra: Strong SUV & tractor business, good cash flows, EV potential Narayana Health: Capex-led growth, high ROE/ROCE, cheaper than pee…
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Send us a text In this episode, we sit down with investor Siddhant Bhandari to explore why small and mid-cap businesses might offer better opportunities than large caps. Through sector-wise comparisons, Buffett-style frameworks, and Indian case studies like Radico and Varun Beverages, we discuss category creation, distribution strength, affordabili…
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Send us a text In this episode, we walk through three standout conference calls from the latest result season—Aarti Pharma Labs, Polycab, and a Associated Alcohol & Breweries. You'll learn how to read concalls using our Business–Risk–Management (BRM) framework, spot triggers like capex, margin expansion, product mix shifts, and management commentar…
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Send us a text In this episode, we share a clear framework for navigating bear markets and market crashes—based on history, valuations, macro trends, and technical signals. 📌 Key takeaways: 5-part crash analysis: history, valuation, technicals, earnings, economy Price vs. time correction explained with Nifty data Which indices are still expensive v…
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Send us a text In this episode, we decode the Indian chemical sector with industry expert Ajay Joshi. We explore the difference between bulk and specialty chemicals, evaluate the risks of capex-led growth, and understand the global shifts post Russia-Ukraine war and US tariffs. The episode also covers key frameworks to identify good vs bad chemical…
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Send us a text In this episode, we break down the current state of India’s IT sector — covering large-cap, mid-cap, ER&D, and product-based companies. We discuss why the sector is underperforming, how valuations remain elevated, and what the growth guidance looks like for key players like TCS, Infosys, KPIT, and Tata Elxsi. We also explore the impa…
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Send us a text In this episode, we break down one of the biggest macro events since COVID — the global tariff war. You’ll learn how rising US import tariffs are impacting key Indian sectors like chemicals, IT, pharma, shrimp, autos, and solar. We discuss first-, second-, and third-order consequences, company-specific risks, potential export opportu…
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Send us a text In this episode, we break down what’s hurting India’s top ER&D IT companies like KPIT, Tata Elxsi, and Tata Technologies. We explore business cycles, financials, valuations, and the key reasons behind the slowdown in this sector. 🔑 Key takeaways: What makes ER&D companies different from IT services firms How operating leverage impact…
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Send us a text In this episode, discover how to scan and filter strong businesses even in a weak market. We cover relative strength scans, deep value filters, and how to track sectors that may lead the next bull run. 📊 Key takeaways: How to use scans like relative strength and value filters Strong sectors: Pharma, Hospitals, Hotels, NBFCs, Banks To…
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Send us a text In this episode, we dive into the impact of rising competition on leading cable & wire companies like KEI and Polycab — and why investor psychology, industry capex, and return ratios matter more than ever. 📉 Key takeaways: What happens when supply increases faster than demand Learn from past case studies: Castrol, Paints, Quick Comme…
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Send us a text In this episode, you’ll learn how to read quarterly results like a true fundamental investor. This masterclass is packed with case studies, insights, and tools to help you find strong businesses and winning stock ideas. 🔑 Key takeaways: Why tracking quarterly earnings is essential How to use investor presentations and conference call…
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Send us a text In this episode, we break down a unique SaaS company called RateGain, which powers global travel and hospitality businesses through AI-led software. You’ll learn how the company works, why it stands out in the IT sector, its key metrics like LTV/CAC and retention rates, and what risks and growth drivers investors should watch. Great …
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Send us a text In this episode, we break down the best mutual funds to track in 2025 and share a practical framework to pick them independently. You'll learn how to evaluate fund managers, avoid hype-driven funds, and understand which categories (Flexi-cap, Small-cap, Passive, etc.) offer better risk-reward in today’s market. Whether you’re a begin…
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Send us a text In this episode, we break down 10 powerful investment themes that could lead the market in 2025 — from real estate, hospitals, and capital goods to CDMO pharma, NBFCs, textiles, and more. Learn how to spot high-growth sectors, screen strong businesses, and build a smarter investment strategy. A must-listen to stay ahead this year!…
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Medical device innovator Laronix aims to give people who have had their larynx removed due to laryngeal cancer, their voice back. And not a robotic voice, but a natural sounding voice for both men and women where even laughing and singing is possible. The pioneering company has worked with speech pathologists and surgeons around the world to develo…
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Daniel and Shawn step back for a mid-year review of the Intrinsic Value Portfolio, revisiting each holding to test the strength of their original theses and weigh what’s changed. From ride-hailing to beauty retail, this episode covers the full lineup: why Uber’s cross-sell flywheel and Waymo partnership reinforce its moat; how Alphabet’s latest ear…
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Send us a text In this episode, we dive deep into two contract development and manufacturing (CDMO) businesses—Aarti Pharma Labs and Jubilant Pharma—that are riding strong structural trends. 🔬 Learn how the pharma value chain works 📈 Understand key mental models behind successful CDMOs 🚀 Discover growth drivers, J-curve business models & risk facto…
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Slappin' Glass sits down this week with the former Head Coach of Nymburk, and recently hired Head Coach of Paris Basketball, Francesco Tabellini. Coach Tabellini recently led Nymburk to the Czech NBL Championship and is here today to discuss playing relentless, and and attacking through pace, stampedes, and cutting, and the trio discusses "Tagging …
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Most of us think of grief as a heavy cloak we wear after a profound loss, but what if it's actually the thread that weaves through every day, every interaction, every passing moment? Join Eddie Reece and Bill Courtright as they unravel the surprising truth: grief, in its purest form, is a daily practice—an essential tool for living authentically an…
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It’s cold, the markets are weird, and the boys are back. Cameron and Tony kick things off with oil-patch whiplash, Iran–Israel theatre, and Trump’s “Mission Accomplished 2.0” tweet-storms. Portfolio numbers, confession-season land-mines, and sudden 30 % face-plants (looking at you, **AMI**) follow. Tony spotlights surprise winners (**OML**, **SHA**…
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The era of making AI smarter just by making it bigger is ending. But that doesn’t mean progress is slowing down — far from it. AI models continue to get much more powerful, just using very different methods, and those underlying technical changes force a big rethink of what coming years will look like. Toby Ord — Oxford philosopher and bestselling …
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In this special on-location recording, co-hosts Matthew Worwood and Cyndi Burnett reunite in person for only the sixth time to introduce the Fueling Creativity in Education Summer 2025 Listen & Learn Reading Series. This unique summer series features short interviews with past podcast guests, who return to discuss their most recent books—all select…
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Shawn O’Malley and Daniel Mahnke break down Smith & Wesson (ticker: SWBI), an iconic firearms manufacturer with 170+ years of history. Smith & Wesson is no compounder, though. It’s an okay business, at best, but Shawn and Daniel want to determine whether this often-overlooked stock is cheaply priced. In this episode, you’ll learn how Smith & Wesson…
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Slappin' Glass sits down this week with newly hired Portland Trailblazers Assistant Coach, Tiago Splitter! In this fantastic conversation the trio dive into Coach Splitter's thoughts on creating advantages in the middle third of the floor, attacking via stampedes, and discusses first year head coaching decisions and handling midseason stressors dur…
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