Major Feelgood: QAV AU #924

by | Jun 17, 2026 | Australia, Blog, Investing Podcast, Podcast Episodes

On this week’s show, we wade through a big news cycle: the US-Iran peace deal that forced us to dump our oil stocks, the SpaceX IPO trad­ing at a jaw-drop­ping 1,750 times PROPCAF while los­ing mon­ey, and the brief Kore­an stock mar­ket cir­cuit break­er that felt a lit­tle too dot­com-era for com­fort. Tony does a Pulled Pork on Sun­corp Group, fresh­ly returned to the buy list after divest­ing its bank­ing arm to ANZ, and I run the num­bers on the Dogs of the Dow ver­sus QAV over five years.

Beds, Banks and Bionic Men: WEB Travel in the AI Age: QAV AU #922

by | Jun 3, 2026 | Australia, Blog, Investing Podcast, Podcast Episodes

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

by | May 26, 2026 | Australia, Blog, Investing Podcast, Podcast Episodes

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

by | 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.

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