by Cameron Reilly | Apr 29, 2026 | Australia, Blog, Investing Podcast, Podcast Episodes
On this episode we check in on the dummy portfolio (running at double the market over the last year), chat about the Trump assassination attempt security shambles, and Tony does a full Pulled Pork on AMA Group — Australia’s largest listed smash repairer, a turnaround story that’s clawing its way back to profitability after a brutal post-COVID debt hangover. We also cover the Joe Longo ASIC farewell, the SDI acquisition update, MMI’s share consolidation, and Greg Abel’s first Berkshire Hathaway letter.
by Cameron Reilly | Apr 27, 2026 | Blog, Light, Light Portfolio Results
Happy Monday, Light Brigade! And a big welcome to all of our new members. Market This Week (All Ordinaries) Markets had a pretty ordinary week, dropping about 1.8% as we can see from that steady downward slide. “A horror week in defensive stocks and a...
by Cameron Reilly | Apr 25, 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 | Apr 23, 2026 | Blog, Light
Here’s what we’re trading today.
by Cameron Reilly | Apr 22, 2026 | Australia, Blog, Investing Podcast, Podcast Episodes
This week we kick things off with the Iran war’s knock-on effects for oil markets, the Australian economy, and why the banks are quietly raising their bad debt buffers while the stock market ignores all of it. Plus Tony does a full Pulled Pork on Cuscal (CCL), the payments infrastructure company that’s been flying under the radar because of a dodgy GICS code, and we chat Duratec’s massive defence contract win, the Hamish Douglass tell-all, and News Corp’s dodgy share count data.
