Roger joined Bryce Holdaway & Ben Kingsley on The Property Couch to discuss everything you need to know about value investing and the property market. Tune in to find out how you can take advantage of booms and busts in the share market and shares vs. property, what does it come down to? Listen here.

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In this QAV podcast I joined Tony Kynaston and Cameron Reilly to discuss the current market conditions. Even though interest rates are low, asset prices have disengaged so much from valuations which tells me we could be near the end of the rally. Listen here.

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Roger joined Patrick Poke on Livewire’s podcast The Rules of Investing to discuss what “quality” really means to him, some lessons on late cycle investing from Buffett himself, and two outwardly-similar companies with very different long term prospects.

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In this episode of Value.Able The podcast Roger identifies what numbers you should look for in a company’s financial statements which will help you determine whether a company is high quality or not. Roger also shares a real-life example with you to assist.

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Veronica Morgan & Chris Bates host the The Elephant In The Room Property Podcast with Roger joining to discuss how to apply the principles of value investing to the property market. Listen here. (60 minutes)

Here’s a snapshot of what you’ll learn from listening:

• How to identify the 3 phases to a boom in the market.

• Why a focus on the calibre of any asset is so important.

• How to apply the principles of value investing to a property purchase.

• What happens to prices when population growth in Australia is underestimated.

• Why access to credit & interest rates are the ultimate driver of asset price.

• When you know what something is worth, you know when you are paying too much!

• What is the impact on property prices with a slow down in construction?

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In this episode of Value.Able The podcast Roger discusses low quality businesses. If a company is generating a low rate of return on equity, is it best to pay the returns out as a dividend? Roger identifies companies which are forced to reinvest.

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In this episode of Value.Able The podcast Roger takes a closer look into quality and identifies the correlation between the return on equity of a business and its share price performance.

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This paper illustrates the worked example of companies’ dividend policies from the 5:00 minute mark in Episode 13 of Value.able The Podcast. continue…

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In this episode of Value.Able The podcast Roger discusses dividend policies. In Australia boards tend to pay a high proportion of earnings out as dividends simply because franking credits have no value to the company but have enormous value to their recipient. This also produces some odd capital allocation decision by management which is what I look at in this episode.

If you would like to read the worked example discussed from the 5-minute mark please click here.

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In this episode of Value.Able The podcast Roger applies the Rober Shiller CAPE ratio to the S&P500 to assist us in identifying whether future returns will be high or low.

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