Shares for Beginners

CAMERON REILLY | from QAV

Mon, 20 Jul 2026 21:39:56 -0700

In this episode, Cameron Reilly from QAV walks us through two companies that have both landed on the QAV investing runway.

We start with IVE Group (IGL), a business that has been printing and delivering catalogues for more than 100 years. The transcript shows how IVE evolved from a small community newspaper into Australia’s largest commercial printer, supported by major acquisitions like Franklin Web and Ovato. Cameron explains how IV’s logistics network of 14,000 walkers, its data‑driven delivery platform, and its “Phygital” approach allow retailers to track catalogue performance with surprising accuracy. Even as digital marketing grows, retailers like Coles have returned to letterbox drops after a four‑year experiment proved paper still drives sales.

We then head to Argentina for Telecom Argentina (TEO). The company recently merged the country’s north–south telecom networks, creating a near‑national monopoly. Cameron highlights the dramatic macro backdrop: inflation falling from over 200%, currency movements driving large accounting gains, and regulatory conditions requiring TEO to divest millions of customers. The transcript also captures the colourful political environment under President Javier Milei, whose policies have reshaped the economy in unpredictable ways.

Both companies score strongly under QAV metrics, but Cameron reminds listeners that sentiment and trend lines matter. IV is currently a “Josephine,” sitting just below its buy line, while TEO has already rerated but still offers attractive cash‑flow‑based value.

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RICHARD HEMMING | from Under The Radar Report

Thu, 16 Jul 2026 16:07:31 -0700

Reducing risk is about understanding markets not avoiding them . In this episode Richard Hemming from Under the Radar Report joins me to unpack some practical steps to help investors stay resilient through cycles, sentiment swings, and economic uncertainty.

Richard begins by acknowledging the nervousness many investors feel. Inflation remains “higher for longer,” and interest rates continue to bite. High‑valuation “long‑duration assets” face pressure, while dividends and superannuation retain their special place in Australia’s system.

He outlines four core principles: diversification, buying cheap, focusing on dividend payers, and taking profits. Diversification across 14–25 stocks reduces risk. Buying cheap means understanding how fundamentals relate to price. Dividends provide both income and confidence. And taking profits, or as Richard says, “take your costs out and let your profits run” helps recycle capital into new opportunities.

We also explore balance‑sheet strength, the importance of patient capital, and how sentiment can distort decision‑making. Richard shares examples from Guzman y Gomez, SpaceX, lithium stocks, and the banks.

He highlights two small‑cap ideas: Acrow (ASX:ACF), positioned for Brisbane 2032 infrastructure demand, and XRF Scientific (ASX:XRF), a mineral‑testing specialist with global potential.

This episode is a reminder that long‑term investing rewards patience, discipline, and a focus on quality.

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Magna’s Billion‑Dollar EV Fumble… And the Comeback!

Fri, 29 May 2026 17:01:09 -0700

Discover how to pick winning stocks and beat the S&P 500 with Tony Kynaston's proven QAV (Quality at Value) investing methodology.

It's a systematic checklist for identifying undervalued quality companies, timing buys and sells with a "three-point trend line" and avoiding market noise. QAV America has delivered 64% returns since September 2023 vs. the S&P 500's 54%, perfect for beginners and pros seeking long-term compounding.

🌎If you enjoy the show support us by trying QAVAmerica with code SFBUS.

⭐ Cameron’sweekly checklist, buy and sell recommendations all based on Tony Kynaston''s Quality at Value system.

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Inside the Mind of a 100‑Bagger Investor

Wed, 27 May 2026 16:12:17 -0700

This episode continues the story we started with Neeraj Khemlani, author of The Coffee Can Investor. Neeraj told Matt Ankrum’s story. Now we hear it from Matt himself. He explains how he studies 100‑baggers, how he invests, and why he built a long‑term portfolio for his three daughters.

Matt built his career across investment banking, portfolio management, corporate strategy, and running a SaaS business. Each role taught him how companies make decisions. He saw why some firms win and others stall. That experience shaped the way he now searches for long‑term compounders.

When he stepped away from the corporate world, he wanted to create a “coffee can” portfolio for his daughters. To do that, he studied every US 100‑bagger since 1980. He read S‑1 filings. He dug through old newspaper archives. He looked at companies as they were at IPO, not as they appear today.

Matt also learned that management quality matters more than models. His firm consulted with an FBI investigator to find the questions to ask to see how leaders think under pressure. He wants “parents,” not “babysitters.” Leaders who protect the business for the long run.

This episode shows how Matt thinks, how he invests, and why patience still wins. It’s a grounded look at long‑term investing from someone who actually does the work.

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Deutsche Bank’s 156‑Year Journey to Its Best Year Ever

Fri, 15 May 2026 14:34:25 -0700

Discover how to pick winning stocks and beat the S&P 500 with Tony Kynaston's proven QAV (Quality at Value) investing methodology.

Learn about the checklist manifesto, operating cash flow focus, and why QAV is expanding to cover US stocks. Use promo code SFBUS for 20% off QAV plans: QAV Club America (annual/monthly) for full tools and community, or The Coffee Can Investor. It's the story of Matt Ankrum , a midwestern portfolio manager whose entire career has been shaped by deep research, emotional discipline, and a willingness to think in decades.

Neeraj follows Matt’s journey to build a portfolio designed to be left untouched for 20 or 30 years. Matt’s approach is grounded in simplicity: find exceptional businesses, understand them deeply, and then resist every urge to tinker.

The Coffee Can Investor shares Ankrum’s process for identifying companies that can stand the test of time, as well as his stock picks. It explores the principles of long-term investing, emphasizing the power of compounding and why it pays to be patient. This book details the qualitative and quantitative aspects of 100-baggers, revealing that a surprising share are business-to-business companies, not just the business-to-consumer companies that typically grab headlines. Khemlani also recounts his own decision to make a coffee can of investments for his kids.

Engaging and fast-paced, this book is for anyone who wants to invest in enduring companies for the long term.

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Mining Services 101: The ASX Sector Hiding in Plain Sight

Wed, 06 May 2026 22:42:41 -0700

Mining services companies don’t own the mines, but they keep the entire mining industry running. They drill, haul, maintain, build, repair and support the operations that produce Australia’s most valuable commodities. And while most beginners overlook this part of the market, the sector has quietly outperformed the Small Ordinaries Index since 2021.

In this episode I speak with Issam Eid from RaaS Research Group. He has spent more than 30 years analysing Australian equities, including two decades specialising in small caps. His recent sector review found that 73% of mining services stocks have beaten the market over the past five years, a surprising result for a group often dismissed as “boring” or “old economy”.

Issam explains why these companies have done so well, the four simple factors that separate the winners from the laggards, and why clear earnings guidance and experienced management teams matter so much in this industry. We also explore the risks: low margins, contract blowouts, client solvency issues and even unexpected pitfalls like spreadsheet errors.

For beginners, this episode offers a clear, practical introduction to a sector that rarely gets attention but plays a crucial role in the Australian economy.

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Marc Lichtenfeld on Dividends, Compounding and the 10‑11‑12 System

Wed, 29 Apr 2026 15:08:02 -0700

Dividend investing is simple. A company pays you cash for owning its shares. But as Marc Lichtenfeld explains, the real magic happens when those dividends grow, compound, and build wealth quietly in the background.

Marc is the Chief Income Strategist at The Oxford Club and the bestselling author of Get Rich with Dividends. His path into finance wasn’t traditional. He began as a struggling actor who needed to make ends meet, teaching himself about markets in libraries and eventually moving onto a trading desk and then into research. That early experience shaped his long‑term, disciplined approach to investing.

A key theme in our conversation was dividend growth. Marc argues that rising dividends are one of the strongest indicators of a company’s financial health. A business can only raise its payout consistently if its cash flow is growing . It’s also a powerful signal of management confidence.

Marc is also the bestselling author of Get Rich with Dividends, now in its third edition, built around his well‑known 10‑11‑12 System, a simple framework for combining starting yield and dividend growth to aim...Read More

Why Micron Is Suddenly a Top-Tier AI Stock

Fri, 24 Apr 2026 16:30:54 -0700

Shares for Beginners and Tykr proudly present "Weekend Watchlist". We dissect a company using Tykr's risk rating and fair value analysis process. Learn how to avoid emotional mistakes, choose investments with a rationale, and build wealth with confidence. Get your free trial and special discount offer. Join Tykr today and take advantage of this special offer of 30% off with coupon code SAVE30. See for yourself why Tykr is the essential tool for every serious DIY share investor. 14-day free trial included, then a no-quibble 30-day money back guarantee: Get your free trial and special discount offer.

Micron Technology has become a critical player in the AI revolution - not because it makes GPUs, but because it makes the high‑bandwidth memory that keeps those GPUs fed with data. In this episode, we explore Micron’s business model, why HBM is so essential, and how Micron has become responsible for more than half of all earnings‑estimate upgrades...Read More

Balance Sheets, Retail Risks & Small‑Cap Lessons

Wed, 22 Apr 2026 15:31:16 -0700

When markets get noisy, volatile or downright confusing, beginners often ask the same question: How do you know which companies are actually “quality”? In this episode, Richard Hemming from Under the Radar Report breaks down the numbers that matter most when analysing ASX small and mid‑cap stocks.

For Richard, quality starts with one thing: the balance sheet. In the small‑cap world, companies can’t simply tap investors for emergency capital when things go wrong. A strong balance sheet gives them the resilience to survive downturns, fund growth and avoid the kind of dilution that destroys long‑term returns. His keymetric isNet Debt to EBITDA, and anything above three times is a red flag for most businesses.

Richard explains why free cash flow is also essential, why a “margin of safety” in revenue helps smooth out volatility, and how understanding a company’s business model can reveal risks that aren’t obvious at first glance.

Retailers are a perfect example. They generate cash quickly, but they also carry heavy lease liabilities and can be crushed by a single season of unsold inventory. We explore the contrasting fortunes of KMD Brands, Kogan, and Myer, and why some retailers rebound while others spiral into capital raises and shareholder pain.

On the positive side, Richard highlights companies like Clover (CLV) and Tuas (TUA) — businesses with strong foundations, clear niches and the balance sheet strength to execute long‑term strategies.

For beginners, the message is simple: quality isn’t about hype t’s about resilience. Start with the balance sheet, understand the cash flows, and you’ll avoid many of the traps that catch new investors off guard.

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