QAV AU 848 — ASX Meltdown, Bauxite Boom, and the Case of the Vanishing CEO

by | Dec 3, 2025 | Australia, Blog, Investing Podcast, Podcast Episodes

Tony and Cam roll into the final month of 2025 with a wide-rang­ing episode that swings from the ASX’s lat­est tech­nol­o­gy break­down to fund-man­ag­er out­per­for­mance, com­mod­i­ty whiplash, and a fresh pulled-pork on Metro Min­ing. Along the way they dig into Tower’s results, the ongo­ing Eroad saga, Fleetwood’s abrupt CEO exit, Finbar’s expo­sure to esca­lat­ing WA con­struc­tion costs, and the sud­den return of cop­per, plat­inum, zinc, and steel to the buy list. Tony breaks down why boehmite and baux­ite are shap­ing up as the next big strate­gic com­mod­i­ty sto­ry with a pulled pork on MMI (Metro Min­ing), while Cam wraps with a reflec­tion on longevi­ty, friend­ship, and a centenarian’s hard-won life lessons.

QAV AU 847 (v2) — The Reilly Sentiment Ratio

by | Nov 27, 2025 | Australia, Blog, Investing Podcast, Podcast Episodes

Tony recounts how he lit­er­al­ly smashed his golf dri­ver and then the show ric­o­chets into AI invest­ing, hon­esty met­rics for man­age­ment, huge port­fo­lio out­per­for­mance, and the sur­pris­ing returns of recent pulled porks. Cameron tests Google’s Gem­i­ni for a new way to score “able and hon­est” man­age­ment and the boys debate whether Buffet’s phi­los­o­phy can be quan­ti­fied. They explore whether sen­ti­ment-dri­ven mar­ket con­trac­tion is actu­al­ly a bull­ish sig­nal (the new “Reil­ly Sen­ti­ment Ratio”), check a string of pulled pork mega-per­form­ers, and mar­vel at how stealth busi­ness­es like hold-my-beer tool retail­er Stealth Group and fash­ion drop-ship­per Cettire have explod­ed. There’s also a Bit­coin con­spir­a­cy: is cryp­to actu­al­ly a hon­ey trap built by West­ern intel­li­gence? Tony digs into takeover mechan­ics using Cash Con­vert­ers, and deliv­ers a new pulled pork on Aur­i­zon Hold­ings (AZJ), with takeover and infra­struc­ture-spin­off impli­ca­tions. It’s val­ue invest­ing, gam­ma waves of AI hype, and bil­lion­aire bunkers… all in one clas­sic QAV episode.

QAV AU 846 — Fortune Favours the Patient

by | Nov 19, 2025 | Australia, Blog, Investing Podcast, Podcast Episodes

This episode we dig through a packed week in mar­kets, port­fo­lios, com­modi­ties, gold trends, sov­er­eign risk, Michael Burry’s fund clo­sure, War­ren Buffett’s farewell let­ter, QAV Light’s mon­ster per­for­mance, the ASX cor­rec­tion, and a full pulled-pork deep dive on SYL (Symal Group). We also cov­er ANZ’s result, gold’s de-dol­lar­i­sa­tion tail­winds, Karoon’s chang­ing lead­er­ship, MTO’s reg­is­tra­tion-duty mis­step, and three recent rock­et-ships on the buy list. The episode ends with film and TV talk: Tarkovsky, Guin­ness, and Slow Hors­es.

Secret Link