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.

Five Juicy Years: Gold, Oil, and the Art of Saying No – QAV AU #918

by | May 6, 2026 | Australia, Blog, Investing Podcast, Podcast Episodes

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.

Crash and Bash — QAV AU 917

by | Apr 29, 2026 | Australia, Blog, Investing Podcast, Podcast Episodes

On this episode we check in on the dum­my port­fo­lio (run­ning at dou­ble the mar­ket over the last year), chat about the Trump assas­si­na­tion attempt secu­ri­ty sham­bles, and Tony does a full Pulled Pork on AMA Group — Aus­trali­a’s largest list­ed smash repair­er, a turn­around sto­ry that’s claw­ing its way back to prof­itabil­i­ty after a bru­tal post-COVID debt hang­over. We also cov­er the Joe Lon­go ASIC farewell, the SDI acqui­si­tion update, MMI’s share con­sol­i­da­tion, and Greg Abel’s first Berk­shire Hath­away let­ter.

The Happy Zone – QAV AU #916

by | Apr 22, 2026 | Australia, Blog, Investing Podcast, Podcast Episodes

This week we kick things off with the Iran war’s knock-on effects for oil mar­kets, the Aus­tralian econ­o­my, and why the banks are qui­et­ly rais­ing their bad debt buffers while the stock mar­ket ignores all of it. Plus Tony does a full Pulled Pork on Cus­cal (CCL), the pay­ments infra­struc­ture com­pa­ny that’s been fly­ing under the radar because of a dodgy GICS code, and we chat Durate­c’s mas­sive defence con­tract win, the Hamish Dou­glass tell-all, and News Cor­p’s dodgy share count data.

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