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.

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