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 America (free feed)
The feed for the free version of the QAV American podcast.
Sand Up Your Crack: The Last Frac Sand Company Standing: QAV America #68
This week we dig into Smart Sand (SND), the last frac sand company standing on the US exchanges, and try to figure out why a business that sells 500-million-year-old Wisconsin quartz to oil drillers has tripled its share price in under a year. Tony also shares some sharp thinking on why double market is basically the speed of light for investment returns, and we open with the usual chaos: Iran, oil prices, Venezuela, AI agents breaking out of sandboxes to hack each other, and Bill Gates ringing alarm bells that nobody wants to hear.
September 3, 2026
August 13, 2026
August 6, 2026
July 23, 2026
July 16, 2026
July 9, 2026
July 2, 2026
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