About this episode

Cameron Reillu joins Philip Muscatello to analyze IVE Group and TEO Argentina, focusing on their business strategies amidst challenging economic conditions.

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. 📊🌍 Blog post available at: https://www.sharesforbeginners.com/blog/teo-igl Are you investing in the ASX and ready to go beyond ETFs? Learn from the master - Tony Kynaston’s QUALITY AT VALUE . Sign up with code SFB for a 20% discount on QAV Club plan or SFBLIGHT for a free month of QAV Light by clicking this link . for Australians or those wanting to invest in Australian stocks. 🌎If you enjoy the show, support us by trying QAV America with code SFBUS. ⭐ Try QAV America https://www.qavamerica.com If you want to learn the QAV system for US markets, check out QAV America — Cameron’s weekly checklist, buy and sell recommendations all based on Tony Kynaston''s Quality at Value system. 👉 14‑day free trial 👉 Use code SFBUS for 20% off your first subscription period 👉 https://www.qavamerica.com A great way to support the show while learning a proven, systematic approach to value investing. Learn about the checklist…

People in this episode

Host: Philip Muscatello

Guest: Cameron Reillu

Topics covered

• business analysis
• value investing
• telecom industry
• printing industry
• economic conditions
• ASX investing

Keywords

• IVE Group
• TEO Argentina
• value investing
• ASX
• telecom
• printing
• economic analysis

Sponsors

QAV Club, QAV America

Mentioned in this episode

Organizations: IVE Group, TEO Argentina, Tony Kynaston, QAV Club, QAV America, QAV America Light

Places: Australia, US, Argentina

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