QAV AU 904 — Humm-ing a Different Tune

by Cameron Reilly | Jan 28, 2026 | Australia, Blog, Investing Podcast, Podcast Episodes

In this episode of QAV Aus­tralia, Cameron and Tony brave the Aus­tralian heat to dis­cuss a mix of music his­to­ry and high-stakes val­ue invest­ing. The duo pays trib­ute to the late Mid­night Oil drum­mer Rob Hirst, reflect­ing on his icon­ic sound and the band’s cul­tur­al impact. Turn­ing to the mar­kets, they ana­lyze the record-break­ing suc­cess of hedge fund man­ag­er Chris Hohn, whose old-school val­ue approach net­ted $28 bil­lion in a sin­gle year. The episode fea­tures a deep dive into the com­plex takeover saga sur­round­ing Humm Group (HUM), weigh­ing the com­pa­ny’s strong com­mer­cial leas­ing prof­its against its con­tro­ver­sial buy-now-pay-lat­er (BNPL) piv­ot and ongo­ing gov­er­nance bat­tles involv­ing founder Andrew Aber­crom­bie and Cred­it Corp. Final­ly, they wrap up with port­fo­lio updates show­ing sig­nif­i­cant out­per­for­mance in both Aus­tralian and US dum­my port­fo­lios.