QAV AU 843 — Disclaimer of Opinion
Tony and Cam dissect markets, laugh at political theatre, and surf through a wave of portfolio updates. They cover the CSL slump, the First Guardian super fund mess, gold mania on TikTok, capital raising at Cash Converters, a pulled pork on Euroz Hartleys, and the messy suspension of DGL. Plus: mining booms, crypto scams, kung-fu bruises, and an unexpected love letter to Jerry Lewis.
QAV Light Weekly Update #194
Here’s what we’re trading today.
QAV Value Investing Buy List (AU) 2025-10-27
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 AU Buy List 2025-10-27 ...QAV AU 842 — Fresh Meat By Candlelight
In this episode of QAV Australia, Cameron and Tony dive into a lively mix of market chaos, corporate drama, and a little Fight Club philosophy. They unpack recent hits and misses across the QAV portfolios — from EROAD’s (ERD) 34% crash and CFO resignations, to SRG Global’s (SRG) impressive surge after acquiring TAMS. There’s plenty of red-flag talk too, including Santos’ (STO) CFO departure, Findi’s (FND) public troubles, and ongoing merger tension with Southern Cross Media (SXL). Tony celebrates a “win” on the government’s super tax backflip, while Cameron pokes holes in the gold rush frenzy currently gripping Martin Place. The episode closes with a classic Pulled Pork deep dive on Dusk Group (DSK) — a surprisingly resilient retailer of candles, diffusers, and home fragrances with an intriguing turnaround story. There’s banter, there’s balance, and there’s even a little Scorsese film talk at the end.