by Cameron Reilly | Aug 5, 2025 | Australia, Blog, Investing Podcast, Podcast Episodes
In episode 831 of QAV Australia, Cameron and Tony go into detailed discussions on Beach Energy (BPT), Plenti Group (PLT), Motorcycle Holdings (MTO). They explore the state of gold and commodity sell rules, and whether young people are truly worse off than boomers. Tony wraps up with a deep dive Pulled Pork on Vault Minerals (VAU), while Cam gets philosophical about AI and Epicurean physics with a touch of Lucretius. It’s a jam-packed episode full of insights, laughs, and sharp investing commentary.
by Cameron Reilly | Aug 4, 2025 | Blog, Light, Light Portfolio Results
Here’s what we’re trading today.
by Cameron Reilly | Aug 4, 2025 | Blog, Weekly Scorecards
Happy Stockmarket. Here is our 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. AU LIST: QAV AU Buy List 2025-08-04 ...
by Cameron Reilly | Jul 31, 2025 | Blog, Light
Here’s what we’re trading today.
by Cameron Reilly | Jul 30, 2025 | Blog
Hello QAVvers Here’s my weekly update. cheers Cam Stock Analysis I did an analysis of BWN on Monday, so you can read my analysis of it here. Tony also covered it as his pulled pork on episode 830, too. BUY LIST Each week we produce a buy list based on our...
by Cameron Reilly | Jul 30, 2025 | Australia, Blog, Investing Podcast, Podcast Episodes
In this episode of QAV Australia, Tony and Cam dive into the unexpected resignation of Macquarie Group’s CFO, the performance of Fortescue Metals Group, and delve into the speculations about cost-cutting measures in the ASX 200. In the ‘Pulled Pork’ section, they highlight a new addition to the buy list, Bhagwan Marine, discussing its operational history, growth potential, and QAV metrics. The after-hours segment features a lively debate on Triple J’s Top 100 Australian tracks of all time.
by Cameron Reilly | Jul 28, 2025 | Blog, Light, Light Portfolio Results
Here’s what we’re trading today.
by Cameron Reilly | Jul 28, 2025 | Blog, Weekly Scorecards
Happy Stockmarket. Here is our 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. AU LIST: QAV AU Buy List 2025-07-28 US LIST: QAV America...
by Cameron Reilly | Jul 23, 2025 | Australia, Blog, Investing Podcast, Podcast Episodes
In this episode of QAV, Cameron and Tony dig into market optimism as the All Ords hits record highs, despite questionable fundamentals. They explore how QAV typically outperforms post-crash, backed by data from the dummy and light portfolios. Cam reviews the new AI tools in Navexa and previews ChatGPT’s autonomous agent features. Tony reflects on investor psychology, especially the prioritization of low volatility over outperformance, and delivers a detailed pulled pork on Beach Energy (BPT). They also weigh in on free cash flow vs. operating cash flow, lament the lack of media transparency, and wrap with cultural musings on The Godfather, Robert Maxwell, and John Wick’s bulletproof belly.
by Cameron Reilly | Jul 21, 2025 | Blog, Light, Light Portfolio Results
Here’s what we’re trading today.
