QAV AU 826 — Soundtrack Legends to Stock Spreadsheets

by Cameron Reilly | Jul 2, 2025 | Australia, Blog, Investing Podcast, Podcast Episodes

In this episode of QAV, Cameron and Tony kick off the new finan­cial year with trib­utes to Lalo Schiffrin and Bill Moy­ers before div­ing into end-of-year port­fo­lio roundups. They com­pare the dum­my portfolio’s 19.87% gain against the STW’s 13.61%, dis­sect U.S. port­fo­lio returns ver­sus the S&P 500, and unpack Tony’s con­cen­trat­ed sev­en-stock strat­e­gy. Lis­ten­er Trent shares his 21% return con­fes­sion, there’s a debate on ditch­ing the Alt­man Z‑score in favour of the Piotros­ki F‑score. They then explore com­mod­i­ty dynam­ics and deep-dive into GR Engi­neer­ing Ser­vices (GNG) as their Pulled Pork pick, before wrap­ping up with cul­ture picks—from Nick Cage flops to Nina Simone grooves.