QAV AU 909 — WWIII Investing

by | Mar 4, 2026 | Australia, Blog, Investing Podcast, Podcast Episodes

In this episode of QAV Aus­tralia, Cameron and Tony nav­i­gate the sud­den mar­ket volatil­i­ty trig­gered by the out­break of con­flict between the US, Israel, and Iran. The duo explores the “biggest threat in 50 years” to glob­al oil sup­plies, specif­i­cal­ly the dis­rup­tion of the Strait of Hor­muz and its inevitable impact on ener­gy prices and ship­ping. Amidst the glob­al ten­sion, they find sil­ver lin­ings in a mas­sive 45% takeover jump for den­tal man­u­fac­tur­er SDI Lim­it­ed and a scheme imple­men­ta­tion deed for Cue Ener­gy Resources by Hori­zon Oil. The episode also fea­tures a deep dive into the “mate­r­i­al uncer­tain­ty” sur­round­ing retail com­pa­ny Cettire, a five-year mile­stone review from a ded­i­cat­ed mem­ber, and a “Pulled Pork” analy­sis of Cen­tral Petro­le­um (CTP).

QAV AU 908 — Blowing the Doors Off

by | Feb 25, 2026 | Australia, Blog, Investing Podcast, Podcast Episodes

In this episode of QAV Aus­tralia, Cameron and Tony dive into the Feb­ru­ary report­ing sea­son. They pro­vide an update on the QAV port­fo­lios, take a dive into Par­en­ti (PRN) and its recent price drop, as well as a com­pre­hen­sive “Pulled Pork” analy­sis of Chal­lenger (CGF) amidst poten­tial Japan­ese takeover inter­est and reg­u­la­to­ry changes. Between tech­ni­cal chats about wheat com­mod­i­ty sell lines and the “mon­strous” growth of pas­sive invest­ing, the hosts find time for Michael Caine impres­sions, and a look at the lat­est glob­al geopo­lit­i­cal and AI-dri­ven absur­di­ties.

QAV AU 907 — Mass vs Gas

by | Feb 18, 2026 | Australia, Blog, Investing Podcast, Podcast Episodes

In this episode, record­ed on Feb­ru­ary 17, 2026, Tony and Cameron reflect on the lega­cy of actor Robert Duvall before div­ing into a deep cri­tique of “gas giant” stocks and the lack of vis­i­ble depre­ci­a­tion on the income state­ments of US tech titans. The pair dis­cuss the cur­rent “josephine” state of the mar­ket, where high-qual­i­ty stocks are com­ing off their highs, lead­ing to a bar­ren buy list and sev­er­al trend­line sells includ­ing Rice Grow­ers (SGLLV), Plen­ty Group (PLT), and Myer (MYR). The episode fea­tures a detailed analy­sis of the Aeris Resources (AIS) acqui­si­tion of Peel Min­ing, a deep dive into ANZ’s recent per­for­mance boost under its “ANZ 2030” strat­e­gy, and a “Pulled Pork” seg­ment on the Glob­al Val­ue Fund (GVF), where Tony explores the influ­ence of invest­ing leg­ends Chris Cuffe and Miles Staude.

QAV AU 906 — It’s What You Do With It

by | Feb 11, 2026 | Australia, Blog, Investing Podcast, Podcast Episodes

In this episode of QAV Aus­tralia, Cameron and Tony nav­i­gate a par­tic­u­lar­ly tur­bu­lent peri­od for the ASX, not­ing a buy list that recent­ly shrank to just three stocks amidst a broad­er mar­ket cor­rec­tion. The duo dis­cuss­es the fall­out for soft­ware com­pa­nies like **Reck­on (RKN)** and **Xero (XRO)** as the “AI pen­ny drops,” the impact of the RBA’s unex­pect­ed rate hike, and the dra­mat­ic 24% jump for **Pep­per Mon­ey (PPM)** fol­low­ing a takeover bid from Chal­lenger. The episode fea­tures a deep dive into **Atlas Pearls (ATP)**, exam­in­ing the unique (and labor-inten­sive) world of Indone­sian pearl farm­ing, before wrap­ping up with a “grit­ty” after-hours seg­ment cov­er­ing every­thing from *Game of Thrones* pre­quels to Baz Luhrmann’s new Elvis doc­u­men­tary.

QAV AU 905 — Watering the Flowers

by | Feb 4, 2026 | Australia, Blog, Investing Podcast, Podcast Episodes

In this episode, Cameron and Tony nav­i­gate a com­plex week of mar­ket shifts, polit­i­cal manoeu­vres, and a “Sell Amer­i­ca” sen­ti­ment that con­tin­ues to gain trac­tion. The duo cel­e­brates the mas­sive suc­cess of **Duratec (DUR)**, which has tripled in val­ue, and cov­er announce­ments from a range of buy list stocks. Tony pro­vides a deep-dive “Pulled Pork” analy­sis of **CTI Logis­tics (CLX)**, high­light­ing its strong WA-based assets and unique prop­er­ty man­age­ment strat­e­gy. The con­ver­sa­tion also touch­es on the “dis­in­ter­me­di­a­tion” of banks via Coin­base, the dra­ma sur­round­ing **HUMM Group’s** takeover pan­el objec­tions, and a look at the poten­tial eco­nom­ic impact of AI on wages.

QAV AU 904 — Humm-ing a Different Tune

by | Jan 28, 2026 | Australia, Blog, Investing Podcast, Podcast Episodes

In this episode of QAV Aus­tralia, Cameron and Tony brave the Aus­tralian heat to dis­cuss a mix of music his­to­ry and high-stakes val­ue invest­ing. The duo pays trib­ute to the late Mid­night Oil drum­mer Rob Hirst, reflect­ing on his icon­ic sound and the band’s cul­tur­al impact. Turn­ing to the mar­kets, they ana­lyze the record-break­ing suc­cess of hedge fund man­ag­er Chris Hohn, whose old-school val­ue approach net­ted $28 bil­lion in a sin­gle year. The episode fea­tures a deep dive into the com­plex takeover saga sur­round­ing Humm Group (HUM), weigh­ing the com­pa­ny’s strong com­mer­cial leas­ing prof­its against its con­tro­ver­sial buy-now-pay-lat­er (BNPL) piv­ot and ongo­ing gov­er­nance bat­tles involv­ing founder Andrew Aber­crom­bie and Cred­it Corp. Final­ly, they wrap up with port­fo­lio updates show­ing sig­nif­i­cant out­per­for­mance in both Aus­tralian and US dum­my port­fo­lios.

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