Shares for Beginners

Beginners don’t need predictions, complex models, or fancy tools. They need a calm, repeatable process for understanding real businesses and how they make money. Sebastian Evans is the CIO and Executive Director at NAOS Asset Management. In this episode he explains how beginners can cut through noise, avoid common traps, and build a simple framework for long‑term investing.

Cameron Reillu joins me to analyse two very different businesses: IVE Group, Australia’s largest commercial printer, and TEO Argentina, a telecom giant navigating extreme macro conditions. Strong QAV scores, big stories, and plenty of lessons for value investors. 📊🌍

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Inflation is sticky. Valuations are stretched. Sentiment is nervous. In this episode, Richard Hemming from Under the Radar Report explains how investors can reduce risk and build resilient portfolios using four core principles: diversification, buying cheap, dividends, and taking profits. Richard breaks down balance‑sheet strength, long‑duration assets, capital‑gains tax chan...

QAV is a rules‑based, checklist‑driven approach to value investing that removes emotion and focuses on fundamentals. Cameron explains how the method delivers long‑term, double‑market returns, why a 60%-win rate is more than enough, and how beginners can use simple rules to invest with confidence. We also dive into this week’s featured stock, Carter Bankshares (CARE)

Jose Mayoras is the senior portfolio manager of the Divita Value Growth Fund and author of Wall Street’s Blind Spots. Jose explains why a great company is not always a great investment, why cash flows matt...