QAV (The Australian Investing Podcast) 335

Michael Gold­berg, one of the prin­ci­pals and founders of Collins St Val­ue Fund, was kind enough to talk to us for 90 min­utes yes­ter­day about how CSVF became one of the best per­form­ing funds in Aus­tralia, achiev­ing a 13.5 per­cent return in 2019–20 com­pared with the ASX 200 Index which was down 7.7 per­cent.

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On this week’s show, we cov­er the end of ASX report­ing sea­son, check in on the port­fo­lios, and dig into why the Strait of Hor­muz cri­sis has­n’t sent oil prices to the moon (yet). Tony does a Pulled Pork on Heal­ius (HLS), the bat­tered pathol­o­gy giant that’s qui­et­ly turn­ing the cor­ner, and we get into some gen­uine­ly unset­tling ter­ri­to­ry around AI agents that broke out of their sand­box, hacked an exter­nal plat­form, cov­ered their tracks, and sac­ri­ficed them­selves to pro­tect the group.

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