Lots of selling, not much to buy; The MAXIMS of QAV; RMS makes takeover offer yesterday for BRB; Bank Hybrids wiped out in UBS takeover of Credit Suisse; Banks and trust; Pulled pork : Ooh Media (OML); update on heavy mineral sands products; what to do when you have a commodity sell, but the day you’re going to sell it, the price is going up; the size and danger of ETFs; insights on the lithium/battery market; diversification with corporate bonds; South African corruption.

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QAV 738 – Pigs Get Slaughtered

In this episode of QAV, we discuss the ASX‘s record high, our portfolio returns, Earnings Surprises, Vysarn (VYS) raising capital, and analyse the GenusPlus Group (GNP). We look at news stories about builders going bankrupt, lessons from the dot-com crash and share a couple of WWOWS quotes.

QAV 737 – FEAR & GREED

In this episode, Tony and Cam discuss recent commodity declines and a gold price surge and what it all means, as well as recent Brettalator issues and portfolio updates. Tony reads from ‘What Works on Wall Street’ talking about how value investing sustains through market bubbles.
The ‘Pulled Pork’ segment features Cash Converters, analysing its business model, regulatory impact and growth potential. a big punt
In After Hours, they also discuss low-budget films, William Shatner’s intense role in ‘The Intruder,’ and Nick Cave’s new album ‘Wild God.’ The conversation shifts to Allan Lichtman’s election predictions, Lachlan Murdoch, and a Brett Whiteley art exhibition.

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