Beds, Banks and Bionic Men: WEB Travel in the AI Age: QAV AU #922
This week Tony’s back from the horse sales and dives straight into a Pulled Pork on WEB Travel Group, the B2B hotel bed-banking business spun out of the old Webjet. We also cover negative gearing changes and how they compare to what Paul Keating tried in the late 1980s, plus a listener question on Servcorp’s recent price wobble, portfolio comparison notes from listener Toby, and the usual after-hours chat covering Topgolf, Bugonia, Spider Noir, and the eternal genius of Steve Austin running in slow motion.
Big River, Big Comeback (BRI): QAV AU #921
On this episode Cameron flies solo while Tony is down the Gold Coast doing something involving horses. He covers the market fallout from Trump’s surprise bombing of Iran, explains why he’s hitting pause on new buys through confession season, and does a Pulled Pork on Big River Industries (BRI), a 120-year-old timber and building materials company that is quietly turning itself around. There’s also a defence of value investing as an all-weather strategy, prompted by a VanEck opinion piece in the AFR.
JUST THE TIP: QAV AU #920
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.
QAV AU 919 — THE NACHO TRADE
On this episode we dig into the “Nacho trade” (Not a Chance of Hormuz Opening), the RBA rate cut, and what tonight’s federal budget might mean for CGT and negative gearing. CSL hits a 10-year low after a $7 billion write-down and the Pentagon ditches...Five Juicy Years: Gold, Oil, and the Art of Saying No – QAV AU #918
On this episode, Cam and Tony work through a busy news week — the ASX’s longest losing streak since 2018, oil prices going nuts, the UAE ditching OPEC, and Greg Abel’s first real run at the Berkshire AGM without Warren holding the mic. Tony does a Pulled Pork on Kaiser Reef (KAU), a small Aussie gold miner that went from explorer to profitable producer after snapping up the Henty Gold Mine in Tasmania — worth a look but it’s a Josephine right now. After hours: Wuthering Heights gets a surprise thumbs up from Tony, Cam can’t stop raving about the 1967 Lee Marvin noir Point Blank, and Nick Cave’s first novel gets a second read.