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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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.
QAV AU 841 — Activism, Audio & Agency: Gabriel Radzyminski on Fixing Value Traps
Quality At Value - Value Investing In Shares
1 hour 13 minutes 30 seconds
1 month ago
QAV AU 841 — Activism, Audio & Agency: Gabriel Radzyminski on Fixing Value Traps
In this episode, Cameron and Tony sit down with activist investor Gabriel Radzyminski, founder of Sandon Capital, to dissect the art of activist value investing in Australia. Gabriel explains how he identifies mispriced assets, why value investing isn’t dead, and how activism can unlock value when management misalignment or agency conflicts keep companies from realising their potential. The discussion zeroes in on the brewing storm around Southern Cross Media (ASX:SXL) and its proposed merger with Seven West Media (ASX:SWM) — a deal Gabriel argues is a “nil-premium reverse takeover” that disenfranchises shareholders. The conversation dives deep into governance, board behaviour, passive investing, and the moral hazards of Australia’s listing rules. Expect sharp insights on capital allocation, corporate incentives, and the eternal tension between shareholders and boards.
Quality At Value - Value Investing In Shares
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.
