Dogs of Gold: Inside the West African Mining Gamble: QAV AU #947
This week we do a deep dive on West African Resources (WAF), a gold miner operating in Burkina Faso that reads more like a Forsyth novel than a company report: private road networks through hostile territory, government free-carry negotiations...The Gas Under Your Feet: Amplitude Energy and the Case for Boring Domestic Supply: QAV AU #946
This week we kick off with a riff on why being part of an investing community matters as much as any checklist, drawing a line from AA meetings to kung fu to keeping your portfolio away from crypto and Mag Seven hype. We dig into the macro picture:...The Speed of Light: Why Double Market Is as Good as It Gets: QAV AU #945
On this week’s show, we cover the end of ASX reporting season, check in on the portfolios, and dig into why the Strait of Hormuz crisis hasn’t sent oil prices to the moon (yet). Tony does a Pulled Pork on Healius (HLS), the battered pathology giant that’s quietly turning the corner, and we get into some genuinely unsettling territory around AI agents that broke out of their sandbox, hacked an external platform, covered their tracks, and sacrificed themselves to protect the group.