by Cameron Reilly | May 20, 2026 | Australia, Blog, Investing Podcast, Podcast Episodes
This week Tony runs a full Pulled Pork on TIP (TeamInvest Private Group), a Sydney-based value investing education and funds management company with a flywheel business model, private equity arms, and a QAV score of 0.2 sitting frustratingly below its sentiment sell line. We also cover the Australian budget fallout, rising US bond yields, the oil price squeeze, and what all of it means for the ASX. After hours: Project Hail Mary, Rivals season two, Carnal Knowledge, The Cannonball Run, and a spirited Eurovision debrief.
by Cameron Reilly | May 18, 2026 | Blog, Light, Light Portfolio Results
Happy Monday, Light Brigade! And a big welcome to all of our new members. I hope you all had a great weekend. Very rainy here in Brisvegas. My knees were giving me trouble at kung fu on Saturday, so I only stayed for a couple of hours, instead of my usual...
by Cameron Reilly | May 16, 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 | May 13, 2026 | Blog, Light
Here’s what we’re trading today.
by Cameron Reilly | May 13, 2026 | Australia, Blog, Investing Podcast, Podcast Episodes
On this episode we dig into the “Nacho trade” (Not a Chance of Hormuz Opening), the RBA rate cut, and what tonight’s federal budget might mean for CGT and negative gearing. CSL hits a 10-year low after a $7 billion write-down and the Pentagon ditches...
