QAV AU 905 — Watering the Flowers

by Cameron Reilly | Feb 4, 2026 | Australia, Blog, Investing Podcast, Podcast Episodes

In this episode, Cameron and Tony nav­i­gate a com­plex week of mar­ket shifts, polit­i­cal manoeu­vres, and a “Sell Amer­i­ca” sen­ti­ment that con­tin­ues to gain trac­tion. The duo cel­e­brates the mas­sive suc­cess of **Duratec (DUR)**, which has tripled in val­ue, and cov­er announce­ments from a range of buy list stocks. Tony pro­vides a deep-dive “Pulled Pork” analy­sis of **CTI Logis­tics (CLX)**, high­light­ing its strong WA-based assets and unique prop­er­ty man­age­ment strat­e­gy. The con­ver­sa­tion also touch­es on the “dis­in­ter­me­di­a­tion” of banks via Coin­base, the dra­ma sur­round­ing **HUMM Group’s** takeover pan­el objec­tions, and a look at the poten­tial eco­nom­ic impact of AI on wages.