QAV AU 834 — From Chickens to CSL: A Reporting Season Reality Check

by Cameron Reilly | Aug 27, 2025 | Australia, Blog, Investing Podcast, Podcast Episodes

In this week’s episode of **QAV Aus­tralia (Ep. 834)**, Tony is back from his week off on the Mur­ray, and he and Cameron dive into a wide-rang­ing dis­cus­sion of report­ing sea­son results, port­fo­lio per­for­mance, and lessons from both win­ners and losers on the ASX. They cov­er every­thing from Super Retail Group’s recent surge to the ongo­ing woes of Ingham’s, and ask whether CSL is still the “great Aussie stock” it’s made out to be. Cameron revis­its the so-called “Pulled Pork curse,” reveal­ing the true track record of Tony’s stock deep-dives. They also debate whether new met­rics like gross prof­itabil­i­ty or com­pa­ny buy­backs should be added to the QAV check­list, and trou­bleshoot the dread­ed Excel “out of resources” error. Final­ly, Tony presents a Pulled Pork on MA Finan­cial (MAF), a fast-grow­ing diver­si­fied finan­cial group, before the con­ver­sa­tion drifts into music leg­ends, AI research, and whether Kei­th Moon was the most enter­tain­ing drum­mer of all time.