QAV AU 907 — Mass vs Gas

by Cameron Reilly | Feb 18, 2026 | Australia, Blog, Investing Podcast, Podcast Episodes

In this episode, record­ed on Feb­ru­ary 17, 2026, Tony and Cameron reflect on the lega­cy of actor Robert Duvall before div­ing into a deep cri­tique of “gas giant” stocks and the lack of vis­i­ble depre­ci­a­tion on the income state­ments of US tech titans. The pair dis­cuss the cur­rent “josephine” state of the mar­ket, where high-qual­i­ty stocks are com­ing off their highs, lead­ing to a bar­ren buy list and sev­er­al trend­line sells includ­ing Rice Grow­ers (SGLLV), Plen­ty Group (PLT), and Myer (MYR). The episode fea­tures a detailed analy­sis of the Aeris Resources (AIS) acqui­si­tion of Peel Min­ing, a deep dive into ANZ’s recent per­for­mance boost under its “ANZ 2030” strat­e­gy, and a “Pulled Pork” seg­ment on the Glob­al Val­ue Fund (GVF), where Tony explores the influ­ence of invest­ing leg­ends Chris Cuffe and Miles Staude.