Beds, Banks and Bionic Men: WEB Travel in the AI Age: QAV AU #922

by Cameron Reilly | Jun 3, 2026 | Australia, Blog, Investing Podcast, Podcast Episodes

This week Tony’s back from the horse sales and dives straight into a Pulled Pork on WEB Trav­el Group, the B2B hotel bed-bank­ing busi­ness spun out of the old Web­jet. We also cov­er neg­a­tive gear­ing changes and how they com­pare to what Paul Keat­ing tried in the late 1980s, plus a lis­ten­er ques­tion on Serv­cor­p’s recent price wob­ble, port­fo­lio com­par­i­son notes from lis­ten­er Toby, and the usu­al after-hours chat cov­er­ing Top­golf, Bugo­nia, Spi­der Noir, and the eter­nal genius of Steve Austin run­ning in slow motion.