QAV AU 840 — Buffett’s Last Big Deal (And Why It Probably Isn’t)

by | Oct 8, 2025 | Australia, Blog, Investing Podcast, Podcast Episodes

In this episode, Cameron and Tony open with a cel­e­bra­to­ry mood as both the QAV dum­my and Light port­fo­lios out­per­form the ASX by wide mar­gins, with the Light port­fo­lio up over 32% year-to-date. They reflect on faith in the sys­tem — buy­ing under­val­ued, well-run com­pa­nies and let­ting “physics do the work.” The con­ver­sa­tion moves through val­ue-invest­ing phi­los­o­phy, a recap of recent mar­ket and RBA news, War­ren Buffett’s lat­est Berk­shire Hath­away move, and stand­out per­form­ers like EDU Hold­ings. They pre­view next week’s guest, activist investor Gabriel Radzymin­s­ki, before div­ing into Tony’s Pulled Pork on Har­mo­ny Corp (HMY), an online lender show­ing strong growth and prof­itabil­i­ty. After the invest­ing talk, the con­ver­sa­tion detours into film, music, and phi­los­o­phy — with Cameron prais­ing Tarkovsky’s Stalk­er and Asimov’s I, Robot, and the pair mus­ing on AI, fas­cism, and the dan­gers of short-term think­ing in cap­i­tal­ism and democ­ra­cy. The episode clos­es with their trade­mark mix of mar­ket insight and cul­ture chat — from Peter Lynch’s anti-AI stance to Lyle Lovett and Sparks’ new EP.

QAV AU 839 — Breaking Nose

by | Oct 1, 2025 | Australia, Blog, Investing Podcast, Podcast Episodes

In this episode of QAV, Cameron and Tony kick things off with bruis­es and bro­ken noses before div­ing into the real dra­ma: merg­ers, port­fo­lio per­for­mance, and the state of val­ue invest­ing in the age of AI. They unpack the announced merg­er of South­ern Cross Media (SXL) and Sev­en West Media (SWM), run through recent buy list updates, and debate whether Guy Spi­er is right that AI has killed the edge in val­ue invest­ing. Tony pulls pork on MLG Oz Lim­it­ed (MLG), while oth­er stock news cov­ers Karoon Ener­gy (KAR), Myer (MYR), and the col­lapsed San­tos (STO) takeover. Cameron reports wins from QAV Light port­fo­lios, shares lis­ten­er Brendan’s 61% return, and digs into news on Wood­side (WDS), Duratec (DUR), Clover (CLV), and White­haven Coal (WHC). They also cov­er broad­er lessons from invest­ing wis­dom columns, RBA spec­u­la­tion, and the quirks of pas­sive invest­ing ver­sus deep val­ue hunt­ing. After hours, it’s golf brawls, Snoop Dogg at the AFL, Sopra­nos nos­tal­gia, and stream­ing frus­tra­tions.

QAV AU 837 — Buybacks, Breakthroughs & Boardroom Bombshells

by | Sep 17, 2025 | Australia, Blog, Investing Podcast, Podcast Episodes

This week Cameron and Tony cov­er a wide sweep of mar­ket news, gov­er­nance antics, and stock analy­sis. Cameron demos his new auto­mat­ed audit and buy­back check­er, and Tony weighs in on how to score buy­backs in the QAV sys­tem. They debate Goodhart’s Law, Trump’s strug­gling econ­o­my, tar­iffs, stagfla­tion, and the fall­out from Aus­tralia Post halt­ing US par­cel ship­ments. On the stock front, they dive into Cettire’s unex­pect­ed share price pop, con­tin­u­ous dis­clo­sure issues at James Hardie, NRW’s acqui­si­tion, Perseus Gold’s strong results, and IVE Group’s new “star stock” sta­tus. Lat­er, they flag red-alert gov­er­nance sig­nals at Cash Con­vert­ers, review Karoon Energy’s div­i­dend-dri­ven slide, and fin­ish with a Pulled Pork deep dive on Fin­bar (FRI), the Perth-based apart­ment devel­op­er that’s now top­ping the QAV buy list.

QAV AU 836 — Making Audits Sexy Again

by | Sep 10, 2025 | Australia, Blog, Investing Podcast, Podcast Episodes

This week Cameron and Tony cov­er a wide sweep of mar­ket news, gov­er­nance antics, and stock analy­sis. Cameron demos his new auto­mat­ed audit and buy­back check­er, and Tony weighs in on how to score buy­backs in the QAV sys­tem. They debate Goodhart’s Law, Trump’s strug­gling econ­o­my, tar­iffs, stagfla­tion, and the fall­out from Aus­tralia Post halt­ing US par­cel ship­ments. On the stock front, they dive into Cettire’s unex­pect­ed share price pop, con­tin­u­ous dis­clo­sure issues at James Hardie, NRW’s acqui­si­tion, Perseus Gold’s strong results, and IVE Group’s new “star stock” sta­tus. Lat­er, they flag red-alert gov­er­nance sig­nals at Cash Con­vert­ers, review Karoon Energy’s div­i­dend-dri­ven slide, and fin­ish with a Pulled Pork deep dive on Fin­bar (FRI), the Perth-based apart­ment devel­op­er that’s now top­ping the QAV buy list.

QAV AU 835 — Rule 34 Of ETFs

by | Sep 3, 2025 | Australia, Blog, Investing Podcast, Podcast Episodes

In this episode, Cameron and Tony dive into what’s being called the most volatile report­ing sea­son on record. They explore out­sized mar­ket reac­tions, con­tin­u­ous dis­clo­sure fail­ures, and whether sell trig­gers should be han­dled dif­fer­ent­ly dur­ing earn­ings sea­son. The duo com­pare the strong per­for­mance of their Aus­tralian and US dum­my port­fo­lios, both up around 12% in 30 days—far ahead of their respec­tive index­es. They also weigh in on Trump’s tar­iffs being struck down in US courts, the Shang­hai Coop­er­a­tion Organ­i­sa­tion sum­mit, and whether Amer­i­ca is slid­ing towards author­i­tar­i­an­ism. On the invest­ing front, they cov­er results for Qan­tas and Motor­cy­cle Hold­ings, Tony does a pulled pork on Tyro Pay­ments as a sur­pris­ing new fin­tech on the buy list, and answer lis­ten­er ques­tions about strange trad­ing behav­iour, class action law­suits, and the risks of gold min­ers in West Africa.

QAV AU 834 — From Chickens to CSL: A Reporting Season Reality Check

by | Aug 27, 2025 | Australia, Blog, Investing Podcast, Podcast Episodes

In this week’s episode of **QAV Aus­tralia (Ep. 834)**, Tony is back from his week off on the Mur­ray, and he and Cameron dive into a wide-rang­ing dis­cus­sion of report­ing sea­son results, port­fo­lio per­for­mance, and lessons from both win­ners and losers on the ASX. They cov­er every­thing from Super Retail Group’s recent surge to the ongo­ing woes of Ingham’s, and ask whether CSL is still the “great Aussie stock” it’s made out to be. Cameron revis­its the so-called “Pulled Pork curse,” reveal­ing the true track record of Tony’s stock deep-dives. They also debate whether new met­rics like gross prof­itabil­i­ty or com­pa­ny buy­backs should be added to the QAV check­list, and trou­bleshoot the dread­ed Excel “out of resources” error. Final­ly, Tony presents a Pulled Pork on MA Finan­cial (MAF), a fast-grow­ing diver­si­fied finan­cial group, before the con­ver­sa­tion drifts into music leg­ends, AI research, and whether Kei­th Moon was the most enter­tain­ing drum­mer of all time.

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