Crash and Bash — QAV AU 917

by Cameron Reilly | Apr 29, 2026 | Australia, Blog, Investing Podcast, Podcast Episodes

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.