QAV Blog

Invest­ing insights, pod­cast episodes, and mar­ket analy­sis.

QAV AU 907 — Mass vs Gas

QAV AU 907 — Mass vs Gas

Feb 18, 2026 | , , ,

In this episode, record­ed on Feb­ru­ary 17, 2026, Tony and Cameron reflect on the lega­cy of actor Robert Duvall before div­ing into a deep cri­tique of “gas giant” stocks and the lack of vis­i­ble depre­ci­a­tion on the income state­ments of US tech titans. The pair dis­cuss the cur­rent “josephine” state of the mar­ket, where high-qual­i­­ty stocks are com­ing off their highs, lead­ing to a bar­ren buy list and sev­er­al trend­line sells includ­ing Rice Grow­ers (SGLLV), Plen­ty Group (PLT), and Myer (MYR). The episode fea­tures a detailed analy­sis of the Aeris Resources (AIS) acqui­si­tion of Peel Min­ing, a deep dive into ANZ’s recent per­for­mance boost under its “ANZ 2030” strat­e­gy, and a “Pulled Pork” seg­ment on the Glob­al Val­ue Fund (GVF), where Tony explores the influ­ence of invest­ing leg­ends Chris Cuffe and Miles Staude.

QAV AU 906 — It’s What You Do With It

QAV AU 906 — It’s What You Do With It

Feb 11, 2026 | , , ,

In this episode of QAV Aus­tralia, Cameron and Tony nav­i­gate a par­tic­u­lar­ly tur­bu­lent peri­od for the ASX, not­ing a buy list that recent­ly shrank to just three stocks amidst a broad­er mar­ket cor­rec­tion. The duo dis­cuss­es the fall­out for soft­ware com­pa­nies like **Reck­on (RKN)** and **Xero (XRO)** as the “AI pen­ny drops,” the impact of the RBA’s unex­pect­ed rate hike, and the dra­mat­ic 24% jump for **Pep­per Mon­ey (PPM)** fol­low­ing a takeover bid from Chal­lenger. The episode fea­tures a deep dive into **Atlas Pearls (ATP)**, exam­in­ing the unique (and labor-inten­­sive) world of Indone­sian pearl farm­ing, before wrap­ping up with a “grit­ty” after-hours seg­ment cov­er­ing every­thing from *Game of Thrones* pre­quels to Baz Luhrmann’s new Elvis doc­u­men­tary.

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