QAV 821 — Roombas, Regulators & Rogue Traders

by | May 28, 2025 | Australia, Blog, Investing Podcast, Podcast Episodes

In episode 821 of the QAV Pod­cast, Cameron and Tony kick things off with tales of gas out­ages and cold show­ers before div­ing into the mar­kets. They review the port­fo­lio per­for­mance, explain the HLS sell-off, and unpack the lat­est antics of Don­ald Trump’s tar­iff diplo­ma­cy. Stocks under the spot­light include VVA (Viva Leisure) with their eye­brow-rais­ing stake in Goril­la X Labs, NRW’s legal wran­gle over the Whyal­la port, and a deep-dive pulled pork on ANZ. The ANZ seg­ment touch­es every­thing from exec­u­tive turnover, the bloat­ed One Plat­form app, sub­stance abuse alle­ga­tions, and the Sun­corp acqui­si­tion, to Cameron’s pre­dic­tion that the whole thing will be scrapped in favour of an AI-dri­ven rebuild. Sprin­kle in some talk about robot secu­ri­ty Room­bas, the lega­cy of Damien Brod­er­ick, Sparks’ new album, and Japan­ese punk, and you’ve got anoth­er vin­tage QAV ses­sion.

QAV AMERICA 006 — Blood on the Balance Sheet

by | May 21, 2025 | America, Blog, Investing Podcast, Podcast Episodes, QAVUS, US Episode

In this episode of **QAV Amer­i­ca**, Cameron and Tony dive into the volatile world of com­modi­ties, clas­sic val­ue invest­ing strate­gies, and a sur­pris­ing val­ue oppor­tu­ni­ty in **Ford Motor Com­pa­ny (F)**. They unpack how iron ore and wheat com­modi­ties are back in a buy state, dig into Rich Pzena’s invest­ing phi­los­o­phy from a **Tobias Carlisle** inter­view, and debate whether Ford is a deep val­ue play or a trap. With his­tor­i­cal nods to **Cis­co (CSCO)**, **GE (GE)**, and **U.S. Steel (X)**, the episode blends macro insights, per­son­al invest­ing war sto­ries, and a no-BS break­down of Ford’s finan­cials and risks.

QAV 820 — Wet Lettuce Watchdogs

by | May 20, 2025 | Australia, Blog, Investing Podcast, Podcast Episodes

In this episode, Cameron and Tony tack­le the polit­i­cal earth­quake caused by the breakup of Australia’s Fed­er­al Coali­tion, dig into the impli­ca­tions of the RBA’s lat­est rate cut, and explore how the U.S. cred­it down­grade might rip­ple through mar­kets. We hit hot top­ics from tax­ing unre­al­ized gains to a les­son in val­ue invest­ing resilience through the lens of a Tobias Carlisle inter­view with Rich Pzena. We close with a deep pulled pork on Cettire Ltd (CTT), the con­tro­ver­sial drop-ship­ping retail­er that’s either mis­un­der­stood genius or spec­u­la­tive flame­out. Plus: the ASX plays dumb, and Helen Mir­ren gets name-dropped twice.

QAV AMERICA 005 — Cayman Schemes and Chilean Dreams

by | May 19, 2025 | America, Blog, Investing Podcast, Podcast Episodes, QAVUS, US Episode

In this episode of QAV Amer­i­ca, Cameron and Tony wres­tle with mar­ket chaos as the US–China trade war hits pause. Cameron shares the chal­lenges he faced cre­at­ing a US buy list, dig­ging into sev­er­al inter­est­ing (and occa­sion­al­ly sus­pi­cious) tick­ers: a mort­gage REIT, a Chi­nese fin­tech with a Cay­man shell, and an impres­sive­ly renew­able-heavy Chilean util­i­ty. They debate gov­er­nance red flags, explore deep val­ue bets ver­sus gut instinct, and exam­ine why Enel Chile (ENIC) might be qui­et­ly pow­er­ing the future.

QAV 819 — The Roll Back

by | May 14, 2025 | Australia, Blog, Investing Podcast, Podcast Episodes

In this episode of QAV Aus­tralia, Cam and Tony nav­i­gate a tur­bu­lent mar­ket buoyed by a tem­po­rary roll­back in US-Chi­na tar­iffs and a curi­ous ral­ly in Bit­coin. They break down the move­ments in gold stocks like Perseus (PRU), Ramelius (RMS), and West African Resources (WAF), unpack ANZ’s (ANZ) CEO han­dover and the impact of its Sun­corp acqui­si­tion, and look into Super Retail Group’s (SUL) Q3 results. The episode also fea­tures deep dives into the gov­er­nance con­cerns at Mac­quar­ie (MQG), a bizarrely mas­sive div­i­dend from Heal­ius (HLS), a skep­ti­cal look at lux­u­ry drop ship­per Cettire (CTT), and a pulled pork seg­ment on out­door adver­tis­ing play­er oOh!media (OML). Cam also shares a per­son­al health win, and the duo wraps up with some rec­om­men­da­tions, ban­ter, and a lit­tle Van Halen nos­tal­gia.

QAV AMERICA 004 — Buffett’s Last Dance

by | May 8, 2025 | America, Blog, Investing Podcast, Podcast Episodes, QAVUS, US Episode

In episode 4 of QAV Amer­i­ca, Cameron and Tony dive into War­ren Buffett’s retire­ment announce­ment, cel­e­brat­ing his mon­u­men­tal impact on val­ue invest­ing. They dis­cuss his lega­cy, Berk­shire Hathaway’s per­for­mance under his lead­er­ship, and his thoughts on the future of the U.S. and glob­al mar­kets. The episode includes per­son­al reflec­tions on Buffett’s influ­ence, anec­dotes from his annu­al meet­ings, and com­men­tary on Berkshire’s strate­gic moves, like the recent reduc­tion of its stake in Apple. Addi­tion­al­ly, Tony pro­vides a detailed analy­sis of the Cana­di­an Impe­r­i­al Bank of Com­merce (CIBC, stock code CM), eval­u­at­ing its recent per­for­mance and poten­tial invest­ment oppor­tu­ni­ties amidst glob­al trade uncer­tain­ties.

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