QAV AU 908 — Blowing the Doors Off

by Cameron Reilly | Feb 25, 2026 | Australia, Blog, Investing Podcast, Podcast Episodes

In this episode of QAV Aus­tralia, Cameron and Tony dive into the Feb­ru­ary report­ing sea­son. They pro­vide an update on the QAV port­fo­lios, take a dive into Par­en­ti (PRN) and its recent price drop, as well as a com­pre­hen­sive “Pulled Pork” analy­sis of Chal­lenger (CGF) amidst poten­tial Japan­ese takeover inter­est and reg­u­la­to­ry changes. Between tech­ni­cal chats about wheat com­mod­i­ty sell lines and the “mon­strous” growth of pas­sive invest­ing, the hosts find time for Michael Caine impres­sions, and a look at the lat­est glob­al geopo­lit­i­cal and AI-dri­ven absur­di­ties.