by Cameron Reilly | Jun 17, 2026 | Australia, Blog, Investing Podcast, Podcast Episodes
On this week’s show, we wade through a big news cycle: the US-Iran peace deal that forced us to dump our oil stocks, the SpaceX IPO trading at a jaw-dropping 1,750 times PROPCAF while losing money, and the brief Korean stock market circuit breaker that felt a little too dotcom-era for comfort. Tony does a Pulled Pork on Suncorp Group, freshly returned to the buy list after divesting its banking arm to ANZ, and I run the numbers on the Dogs of the Dow versus QAV over five years.
by Cameron Reilly | Jun 15, 2026 | Blog, Light, Light Portfolio Results
Happy Monday, Light Brigade! And a big welcome to our new members. Well it’s going to be a bit of a crazy week — with the news that Hormuz might be opening up, crude oil has just become a sell and that’s triggering sells in our portfolio. But there’s not a...
by Cameron Reilly | Jun 14, 2026 | Blog, Weekly Scorecards
Happy Stockmarket. Here is our Australian buy list for this week based on our value investing system. As always, please check our work, DYOR, consult a financial advisor before making any investing decisions. AU LIST: QAV Australia Buy List...
by Cameron Reilly | Jun 9, 2026 | Australia, Blog, Investing Podcast, Podcast Episodes
Episode Overview This week we catch up with Tobias Carlisle, who joins us to talk about his new book, Soldier of Fortune: Warren Buffett, Sun Tzu, and the Ancient Art of Risk-Taking. Tony and Cam quiz Toby on the three big Berkshire deals the book...
by Cameron Reilly | Jun 8, 2026 | Blog, Light, Light Portfolio Results
Happy Monday, Light Brigade! And a big welcome to new members. My weekend was pretty lazy compared to our usual standard. Only two hours of kung fu on Saturday as both Fox and Chrissy were sporting minor injuries and didn’t want to over-do it. Chrissy...
