QAV AU 846 — Fortune Favours the Patient

by | Nov 19, 2025 | Australia, Blog, Investing Podcast, Podcast Episodes

This episode we dig through a packed week in mar­kets, port­fo­lios, com­modi­ties, gold trends, sov­er­eign risk, Michael Burry’s fund clo­sure, War­ren Buffett’s farewell let­ter, QAV Light’s mon­ster per­for­mance, the ASX cor­rec­tion, and a full pulled-pork deep dive on SYL (Symal Group). We also cov­er ANZ’s result, gold’s de-dol­lar­i­sa­tion tail­winds, Karoon’s chang­ing lead­er­ship, MTO’s reg­is­tra­tion-duty mis­step, and three recent rock­et-ships on the buy list. The episode ends with film and TV talk: Tarkovsky, Guin­ness, and Slow Hors­es.

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