QAV AU 832 — The Business of Barnyard Medicine

by Cameron Reilly | Aug 13, 2025 | Australia, Blog, Investing Podcast, Podcast Episodes

In this episode, Cameron and Tony dig into a big week of mar­ket news and com­pa­ny updates. They kick off with the ASX’s lat­est blunder—confusing TPG Cap­i­tal with TPG Telecom—sparking a dive into the stock exchange’s oper­a­tional woes and com­pet­i­tive threats. The con­ver­sa­tion shifts to the broad­er market’s strong per­for­mance and a fiery Tik­Tok rebut­tal on neg­a­tive gear­ing, lead­ing to a deep dive into hous­ing pol­i­cy, rental mar­kets, and gen­er­a­tional wealth-build­ing. Report­ing sea­son high­lights include strong moves from Cred­it Corp, Austal, Vault, Per­en­ti, Eroad, and Kor­vest, plus an exam­i­na­tion of Ingham’s ongo­ing R&D tax dis­pute with the ATO. Lis­ten­er ques­tions cov­er IDA’s sharp price drop, QBE’s results reac­tion, and a 60 Min­utes seg­ment on Ener­gy Tran­si­tion Min­er­als. Tony’s “Pulled Pork” focus­es on Api­am Ani­mal Health (AHX), a rur­al vet busi­ness roll-up with M&A poten­tial. The after-hours seg­ment touch­es on Bowie’s The Man Who Fell to Earth, the Trump biopic The Appren­tice, and Ali vs. Foreman’s “Rum­ble in the Jun­gle.”