JUST THE TIP: QAV AU #920

by Cameron Reilly | May 20, 2026 | Australia, Blog, Investing Podcast, Podcast Episodes

This week Tony runs a full Pulled Pork on TIP (Team­In­vest Pri­vate Group), a Syd­ney-based val­ue invest­ing edu­ca­tion and funds man­age­ment com­pa­ny with a fly­wheel busi­ness mod­el, pri­vate equi­ty arms, and a QAV score of 0.2 sit­ting frus­trat­ing­ly below its sen­ti­ment sell line. We also cov­er the Aus­tralian bud­get fall­out, ris­ing US bond yields, the oil price squeeze, and what all of it means for the ASX. After hours: Project Hail Mary, Rivals sea­son two, Car­nal Knowl­edge, The Can­non­ball Run, and a spir­it­ed Euro­vi­sion debrief.