QAV AU 827 — Plenty of Value in Plenti

by Cameron Reilly | Jul 9, 2025 | Australia, Blog, Investing Podcast, Podcast Episodes

In Episode AU 827 of the QAV Invest­ing Pod­cast, Cameron and Tony kick off with Trump’s lat­est tar­iff threats, pre­dict (incor­rect­ly) the RBA’s inter­est rate deci­sion, and analyse the ASX’s reac­tion to overnight Wall Street moves. They dis­cuss the impact of crim­i­nal alle­ga­tions on G8 Edu­ca­tion (GEM) staff, the 30% surge in Motor­cy­cle Hold­ings (MTO), and acqui­si­tion news about Silk Logis­tics (SLH). Tony deliv­ers a com­pre­hen­sive pulled pork on Plen­ti Group (PLT), a fin­tech P2P lender with strong met­rics and a high QAV score. The show clos­es with riffs on Black Sab­bath, AC/DC con­certs, and French phi­los­o­phy, includ­ing Mon­taigne and The Lit­tle Prince.