QAV AU 839 — Breaking Nose

by | Oct 1, 2025 | Australia, Blog, Investing Podcast, Podcast Episodes

In this episode of QAV, Cameron and Tony kick things off with bruis­es and bro­ken noses before div­ing into the real dra­ma: merg­ers, port­fo­lio per­for­mance, and the state of val­ue invest­ing in the age of AI. They unpack the announced merg­er of South­ern Cross Media (SXL) and Sev­en West Media (SWM), run through recent buy list updates, and debate whether Guy Spi­er is right that AI has killed the edge in val­ue invest­ing. Tony pulls pork on MLG Oz Lim­it­ed (MLG), while oth­er stock news cov­ers Karoon Ener­gy (KAR), Myer (MYR), and the col­lapsed San­tos (STO) takeover. Cameron reports wins from QAV Light port­fo­lios, shares lis­ten­er Brendan’s 61% return, and digs into news on Wood­side (WDS), Duratec (DUR), Clover (CLV), and White­haven Coal (WHC). They also cov­er broad­er lessons from invest­ing wis­dom columns, RBA spec­u­la­tion, and the quirks of pas­sive invest­ing ver­sus deep val­ue hunt­ing. After hours, it’s golf brawls, Snoop Dogg at the AFL, Sopra­nos nos­tal­gia, and stream­ing frus­tra­tions.

QAV America Value Investing Buy List 2025-08-26

by | Sep 26, 2025 | Uncategorised

Hap­py Stock­mar­ket. Here is our U.S. 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. This list is avail­able only to QAV Club mem­bers. AU...

QAV AU 837 — Buybacks, Breakthroughs & Boardroom Bombshells

by | Sep 17, 2025 | Australia, Blog, Investing Podcast, Podcast Episodes

This week Cameron and Tony cov­er a wide sweep of mar­ket news, gov­er­nance antics, and stock analy­sis. Cameron demos his new auto­mat­ed audit and buy­back check­er, and Tony weighs in on how to score buy­backs in the QAV sys­tem. They debate Goodhart’s Law, Trump’s strug­gling econ­o­my, tar­iffs, stagfla­tion, and the fall­out from Aus­tralia Post halt­ing US par­cel ship­ments. On the stock front, they dive into Cettire’s unex­pect­ed share price pop, con­tin­u­ous dis­clo­sure issues at James Hardie, NRW’s acqui­si­tion, Perseus Gold’s strong results, and IVE Group’s new “star stock” sta­tus. Lat­er, they flag red-alert gov­er­nance sig­nals at Cash Con­vert­ers, review Karoon Energy’s div­i­dend-dri­ven slide, and fin­ish with a Pulled Pork deep dive on Fin­bar (FRI), the Perth-based apart­ment devel­op­er that’s now top­ping the QAV buy list.

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