QAV Light Weekly Update #197
Here’s what we’re trading today.
QAV Value Investing Buy List (AU) 2025-11-17
Happy Stockmarket. Here is our Australian buy list for this week based on our value investing system. As always, please check our work, DYOR, consult a financial advisor before making any investing decisions. AU LIST: QAV AU Buy List 2025-11-17 ...QAV AU 845 – Michael Goldberg Returns: Gold, AI, and Value Investing in 2025
Michael Goldberg from Collins Street Asset Management returns to the show after three years. We dive deep into how value investing has fared through the turbulence of recent years — from post-COVID struggles to the renewed upswing of 2025. Michael discusses his firm’s 14%+ annual returns, the long-term patience required for undervalued stocks, and the surprising persistence of “cheap” companies that stayed cheap for years. We explore Astron Limited (ATR) and its rare earths project in Victoria, delve into mineral sands, gold funds, and the lifecycle of commodities, and tackle the hot topic of AI’s economic impact, from efficiency gains to workforce disruption. They finish with thoughts on Seven West Media’s merger, the AI-driven hype around the Magnificent Seven in the US, and how value investors can navigate an overheated tech market without losing their cool.
QAV Value Investing Buy List (AU) 2025-11-10
Happy Stockmarket. Here is our Australian buy list for this week based on our value investing system. As always, please check our work, DYOR, consult a financial advisor before making any investing decisions. AU LIST: QAV AU Buy List 2025-11-10 ...QAV Light Weekly Update #196
Here’s what we’re trading today.
QAV AU 844 — AI Freeze, Buffett’s Billions
In this episode of QAV Australia, Cameron and Tony dive into the latest market turbulence, with inflation data rattling investors and the RBA expected to hold rates steady. They explore Jerome Powell’s comments about a hiring freeze tied to AI—prompting a discussion about automation’s impact on jobs, universities, and long-term market dynamics. Cameron updates listeners on commodities (nearly all in buy territory), portfolio performance (the dummy up 31% YTD and the Light portfolios up 35%), and the sale of Lindsay Australia after a long run-up. Tony provides a deep pulled pork on Connection Mobility (CXZ), analysing its high dependence on a single GM contract and the risks around its renewal. They also talk Berkshire Hathaway’s $584 billion cash hoard, potential breakup risk post-Buffett, KKR’s history, and retail woes at Woolworths, Bunnings, and beyond. The episode wraps with Melbourne Cup tips, Tony’s horse update, and the duo swapping music and book recommendations—from Morphine to Heinlein.