QAV Blog

In this episode, Tony and Cam dis­cuss recent com­mod­i­ty declines and a gold price surge and what it all means, as well as recent Bret­ta­la­tor issues and port­fo­lio updates. Tony reads from ‘What Works on Wall Street’ talk­ing about how val­ue invest­ing sus­tains through mar­ket bub­bles.
The ‘Pulled Pork’ seg­ment fea­tures Cash Con­vert­ers, analysing its busi­ness mod­el, reg­u­la­to­ry impact and growth poten­tial. a big punt
In After Hours, they also dis­cuss low-bud­get films, William Shat­ner’s intense role in ‘The Intrud­er,’ and Nick Cave’s new album ‘Wild God.’ The con­ver­sa­tion shifts to Allan Licht­man’s elec­tion pre­dic­tions, Lach­lan Mur­doch, and a Brett White­ley art exhi­bi­tion.

In this episode of the QAV val­ue invest­ing pod­cast, Tony and Cam review the impres­sive US port­fo­lio per­for­mance with a rise of 44%, com­pared to the S&P’s 27%, and com­pare with the Aus­tralian port­fo­lios. They dis­cuss the recent per­for­mance of big caps ver­sus small caps, MMS set­backs. Behav­ioral eco­nom­ics insights from ‘What Works on Wall Street’ by Shaugh­nessy are explored, focus­ing on recen­cy bias and over­con­fi­dence. They cov­er Res­i­mac (RMC) CEO’s sud­den res­ig­na­tion, finan­cial impli­ca­tions for Aus­tralian Clin­i­cal Labs (ACL), Stock Doc­tor data integri­ty issues with SCL, and delve into Judo Hold­ings’ (JDO) mar­ket posi­tion in the ‘Pulled Pork’ seg­ment. Lis­ten­er ques­tions about SMSF strate­gies are addressed. The episode clos­es with After Hours, emo­tion­al updates on Tony’s horse rac­ing ven­tures, tales of Cape Schanck, Dave Grohl’s auto­bi­og­ra­phy, The Room, Brahms Inter­mezzi, and the joys of old Jack­ie Chan and Don­nie Yen films.