QAV Blog

Invest­ing insights, pod­cast episodes, and mar­ket analy­sis.

Five Juicy Years: Gold, Oil, and the Art of Saying No – QAV AU #918

Five Juicy Years: Gold, Oil, and the Art of Saying No – QAV AU #918

May 6, 2026 | , , ,

On this episode, Cam and Tony work through a busy news week — the ASX’s longest los­ing streak since 2018, oil prices going nuts, the UAE ditch­ing OPEC, and Greg Abel’s first real run at the Berk­shire AGM with­out War­ren hold­ing the mic. Tony does a Pulled Pork on Kaiser Reef (KAU), a small Aussie gold min­er that went from explor­er to prof­itable pro­duc­er after snap­ping up the Hen­ty Gold Mine in Tas­ma­nia — worth a look but it’s a Josephine right now. After hours: Wuther­ing Heights gets a sur­prise thumbs up from Tony, Cam can’t stop rav­ing about the 1967 Lee Mar­vin noir Point Blank, and Nick Cave’s first nov­el gets a sec­ond read.

QAV Light Weekly Update — 04 May 2026

QAV Light Weekly Update — 04 May 2026

May 4, 2026 | , ,

Hap­py Mon­day, Light Brigade! And a big wel­come to all of our new mem­bers. It’s a pub­lic hol­i­day in QLD today (Labour Day) but I’m work­ing any­way, because pod­cast­ers don’t deserve any days off. Mar­ket This Week (All Ordi­nar­ies) Mar­ket had a pret­ty aver­age week, up…

Crash and Bash — QAV AU 917

Crash and Bash — QAV AU 917

Apr 29, 2026 | , , ,

On this episode we check in on the dum­my port­fo­lio (run­ning at dou­ble the mar­ket over the last year), chat about the Trump assas­si­na­tion attempt secu­ri­ty sham­bles, and Tony does a full Pulled Pork on AMA Group — Aus­trali­a’s largest list­ed smash repair­er, a turn­around sto­ry that’s claw­ing its way back to prof­itabil­i­ty after a bru­tal post-COVID debt hang­over. We also cov­er the Joe Lon­go ASIC farewell, the SDI acqui­si­tion update, MMI’s share con­sol­i­da­tion, and Greg Abel’s first Berk­shire Hath­away let­ter.

QAV Light Weekly Update — 27 April 2026

QAV Light Weekly Update — 27 April 2026

Apr 27, 2026 | , ,

Hap­py Mon­day, Light Brigade! And a big wel­come to all of our new mem­bers. Mar­ket This Week (All Ordi­nar­ies) Mar­kets had a pret­ty ordi­nary week, drop­ping about 1.8% as we can see from that steady down­ward slide. “A hor­ror week in defen­sive stocks and a fresh round of…

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