QAV 818 — Buffett’s Last Dance

In this episode of QAV Club, record­ed on 6 May 2025, Cameron and Tony unpack the Aus­tralian fed­er­al elec­tion result with the kind of sharp polit­i­cal analy­sis and irrev­er­ent ban­ter you expect. They explore the col­lapse of sup­port for the Lib­er­al Par­ty, the impli­ca­tions for Peter Dut­ton, and the broad­er shifts in Aus­tralian vot­er demo­graph­ics. Then, they piv­ot to War­ren Buffett’s final Berk­shire Hath­away AGM, reflect­ing on his lega­cy, invest­ing phi­los­o­phy, and the future of the com­pa­ny post-Buf­fett. The episode also includes due dili­gence on NRW Hold­ings (NWH), QPM Ener­gy (QPM), and a deep dive pulled pork seg­ment on Motor­cy­cle Hold­ings (MTO). Plus, there’s a lis­ten­er ques­tion on Heal­ius (HLS), and Cameron fields the peren­ni­al para­dox of being a Marx­ist val­ue investor. Oh, and there are motor­cy­cles, AI, and some point­ed shots at Don­ald Trump. Clas­sic QAV.