QAV AU 836 — Making Audits Sexy Again

by | Sep 10, 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.

QAV AU 835 — Rule 34 Of ETFs

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

In this episode, Cameron and Tony dive into what’s being called the most volatile report­ing sea­son on record. They explore out­sized mar­ket reac­tions, con­tin­u­ous dis­clo­sure fail­ures, and whether sell trig­gers should be han­dled dif­fer­ent­ly dur­ing earn­ings sea­son. The duo com­pare the strong per­for­mance of their Aus­tralian and US dum­my port­fo­lios, both up around 12% in 30 days—far ahead of their respec­tive index­es. They also weigh in on Trump’s tar­iffs being struck down in US courts, the Shang­hai Coop­er­a­tion Organ­i­sa­tion sum­mit, and whether Amer­i­ca is slid­ing towards author­i­tar­i­an­ism. On the invest­ing front, they cov­er results for Qan­tas and Motor­cy­cle Hold­ings, Tony does a pulled pork on Tyro Pay­ments as a sur­pris­ing new fin­tech on the buy list, and answer lis­ten­er ques­tions about strange trad­ing behav­iour, class action law­suits, and the risks of gold min­ers in West Africa.

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