QAV Blog

Invest­ing insights, pod­cast episodes, and mar­ket analy­sis.

QAV AU 833 — Clime: A Masterclass with John Abernethy

QAV AU 833 — Clime: A Masterclass with John Abernethy

Aug 19, 2025 | , , ,

In this episode, Tony and Cameron sit down with John Aber­nethy, vet­er­an investor and founder of Clime Invest­ment Man­age­ment, for an in-depth con­ver­sa­tion about val­ue invest­ing, funds man­age­ment, and the evo­lu­tion of Australia’s finan­cial indus­try. John shares sto­ries from his ear­ly days at NRMA in the 1980s, the influ­ence of War­ren Buffett’s phi­los­o­phy, and the cre­ative use of con­vert­ible notes to bridge val­ue gaps. He explains how Clime evolved into a $1.6 bil­lion mul­ti-asset man­ag­er, why self-fund­ing com­pa­nies like Nick Scali are rare gems, and the chal­lenges of today’s funds man­age­ment envi­ron­ment. The dis­cus­sion also cov­ers the rise of man­aged invest­ment accounts, the impor­tance of div­i­dends, macro­eco­nom­ic forces, and Clime’s cur­rent offer­ings on the ASX.

QAV AU 832 — The Business of Barnyard Medicine

QAV AU 832 — The Business of Barnyard Medicine

Aug 13, 2025 | , , ,

In this episode, Cameron and Tony dig into a big week of mar­ket news and com­pa­ny updates. They kick off with the ASX’s lat­est blunder—confusing TPG Cap­i­tal with TPG Telecom—sparking a dive into the stock exchange’s oper­a­tional woes and com­pet­i­tive threats. The con­ver­sa­tion shifts to the broad­er market’s strong per­for­mance and a fiery Tik­Tok rebut­tal on neg­a­tive gear­ing, lead­ing to a deep dive into hous­ing pol­i­cy, rental mar­kets, and gen­er­a­tional wealth-build­ing. Report­ing sea­son high­lights include strong moves from Cred­it Corp, Austal, Vault, Per­en­ti, Eroad, and Kor­vest, plus an exam­i­na­tion of Ingham’s ongo­ing R&D tax dis­pute with the ATO. Lis­ten­er ques­tions cov­er IDA’s sharp price drop, QBE’s results reac­tion, and a 60 Min­utes seg­ment on Ener­gy Tran­si­tion Min­er­als. Tony’s “Pulled Pork” focus­es on Api­am Ani­mal Health (AHX), a rur­al vet busi­ness roll-up with M&A poten­tial. The after-hours seg­ment touch­es on Bowie’s The Man Who Fell to Earth, the Trump biopic The Appren­tice, and Ali vs. Foreman’s “Rum­ble in the Jun­gle.”

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