QAV Blog

Invest­ing insights, pod­cast episodes, and mar­ket analy­sis.

QAV AU 846 — Fortune Favours the Patient

QAV AU 846 — Fortune Favours the Patient

Nov 19, 2025 | , , ,

This episode we dig through a packed week in mar­kets, port­fo­lios, com­modi­ties, gold trends, sov­er­eign risk, Michael Burry’s fund clo­sure, War­ren Buffett’s farewell let­ter, QAV Light’s mon­ster per­for­mance, the ASX cor­rec­tion, and a full pulled-pork deep dive on SYL (Symal Group). We also cov­er ANZ’s result, gold’s de-dol­lar­i­sa­­tion tail­winds, Karoon’s chang­ing lead­er­ship, MTO’s reg­is­­tra­­tion-duty mis­step, and three recent rock­­et-ships on the buy list. The episode ends with film and TV talk: Tarkovsky, Guin­ness, and Slow Hors­es.

QAV AU 845 – Michael Goldberg Returns: Gold, AI, and Value Investing in 2025

QAV AU 845 – Michael Goldberg Returns: Gold, AI, and Value Investing in 2025

Nov 11, 2025 | , , ,

Michael Gold­berg from Collins Street Asset Man­age­ment returns to the show after three years. We dive deep into how val­ue invest­ing has fared through the tur­bu­lence of recent years — from post-COVID strug­gles to the renewed upswing of 2025. Michael dis­cuss­es his firm’s 14%+ annu­al returns, the long-term patience required for under­val­ued stocks, and the sur­pris­ing per­sis­tence of “cheap” com­pa­nies that stayed cheap for years. We explore Astron Lim­it­ed (ATR) and its rare earths project in Vic­to­ria, delve into min­er­al sands, gold funds, and the life­cy­cle of com­modi­ties, and tack­le the hot top­ic of AI’s eco­nom­ic impact, from effi­cien­cy gains to work­force dis­rup­tion. They fin­ish with thoughts on Sev­en West Media’s merg­er, the AI-dri­ven hype around the Mag­nif­i­cent Sev­en in the US, and how val­ue investors can nav­i­gate an over­heat­ed tech mar­ket with­out los­ing their cool.

QAV AU 844 — AI Freeze, Buffett’s Billions

QAV AU 844 — AI Freeze, Buffett’s Billions

Nov 4, 2025 | , , ,

In this episode of QAV Aus­tralia, Cameron and Tony dive into the lat­est mar­ket tur­bu­lence, with infla­tion data rat­tling investors and the RBA expect­ed to hold rates steady. They explore Jerome Powell’s com­ments about a hir­ing freeze tied to AI—prompting a dis­cus­sion about automation’s impact on jobs, uni­ver­si­ties, and long-term mar­ket dynam­ics. Cameron updates lis­ten­ers on com­modi­ties (near­ly all in buy ter­ri­to­ry), port­fo­lio per­for­mance (the dum­my up 31% YTD and the Light port­fo­lios up 35%), and the sale of Lind­say Aus­tralia after a long run-up. Tony pro­vides a deep pulled pork on Con­nec­tion Mobil­i­ty (CXZ), analysing its high depen­dence on a sin­gle GM con­tract and the risks around its renew­al. They also talk Berk­shire Hathaway’s $584 bil­lion cash hoard, poten­tial breakup risk post-Buf­fett, KKR’s his­to­ry, and retail woes at Wool­worths, Bun­nings, and beyond. The episode wraps with Mel­bourne Cup tips, Tony’s horse update, and the duo swap­ping music and book recommendations—from Mor­phine to Hein­lein.

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