QAV AU 839 — Breaking Nose

by Cameron Reilly | 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.