QAV AU 906 — It’s What You Do With It

by | Feb 11, 2026 | Australia, Blog, Investing Podcast, Podcast Episodes

In this episode of QAV Aus­tralia, Cameron and Tony nav­i­gate a par­tic­u­lar­ly tur­bu­lent peri­od for the ASX, not­ing a buy list that recent­ly shrank to just three stocks amidst a broad­er mar­ket cor­rec­tion. The duo dis­cuss­es the fall­out for soft­ware com­pa­nies like **Reck­on (RKN)** and **Xero (XRO)** as the “AI pen­ny drops,” the impact of the RBA’s unex­pect­ed rate hike, and the dra­mat­ic 24% jump for **Pep­per Mon­ey (PPM)** fol­low­ing a takeover bid from Chal­lenger. The episode fea­tures a deep dive into **Atlas Pearls (ATP)**, exam­in­ing the unique (and labor-inten­sive) world of Indone­sian pearl farm­ing, before wrap­ping up with a “grit­ty” after-hours seg­ment cov­er­ing every­thing from *Game of Thrones* pre­quels to Baz Luhrmann’s new Elvis doc­u­men­tary.

QAV AU 905 — Watering the Flowers

by | Feb 4, 2026 | Australia, Blog, Investing Podcast, Podcast Episodes

In this episode, Cameron and Tony nav­i­gate a com­plex week of mar­ket shifts, polit­i­cal manoeu­vres, and a “Sell Amer­i­ca” sen­ti­ment that con­tin­ues to gain trac­tion. The duo cel­e­brates the mas­sive suc­cess of **Duratec (DUR)**, which has tripled in val­ue, and cov­er announce­ments from a range of buy list stocks. Tony pro­vides a deep-dive “Pulled Pork” analy­sis of **CTI Logis­tics (CLX)**, high­light­ing its strong WA-based assets and unique prop­er­ty man­age­ment strat­e­gy. The con­ver­sa­tion also touch­es on the “dis­in­ter­me­di­a­tion” of banks via Coin­base, the dra­ma sur­round­ing **HUMM Group’s** takeover pan­el objec­tions, and a look at the poten­tial eco­nom­ic impact of AI on wages.

Secret Link