Tony and Cam dissect markets, laugh at political theatre, and surf through a wave of portfolio updates. They cover the CSL slump, the First Guardian super fund mess, gold mania on TikTok, capital raising at Cash Converters, a pulled pork on Euroz Hartleys, and the messy suspension of DGL. Plus: mining booms, crypto scams, kung-fu bruises, and an unexpected love letter to Jerry Lewis.
In this episode of QAV Australia, Cameron and Tony dive into a lively mix of market chaos, corporate drama, and a little Fight Club philosophy. They unpack recent hits and misses across the QAV portfolios — from EROAD’s (ERD) 34% crash and CFO resignations, to SRG Global’s (SRG) impressive surge after acquiring TAMS. There’s plenty of red-flag talk too, including Santos’ (STO) CFO departure, Findi’s (FND) public troubles, and ongoing merger tension with Southern Cross Media (SXL). Tony celebrates a “win” on the government’s super tax backflip, while Cameron pokes holes in the gold rush frenzy currently gripping Martin Place. The episode closes with a classic Pulled Pork deep dive on Dusk Group (DSK) — a surprisingly resilient retailer of candles, diffusers, and home fragrances with an intriguing turnaround story. There’s banter, there’s balance, and there’s even a little Scorsese film talk at the end.
In this episode, Cameron and Tony sit down with activist investor Gabriel Radzyminski, founder of Sandon Capital, to dissect the art of activist value investing in Australia. Gabriel explains how he identifies mispriced assets, why value investing isn’t dead, and how activism can unlock value when management misalignment or agency conflicts keep companies from realising their potential. The discussion zeroes in on the brewing storm around Southern Cross Media (ASX:SXL) and its proposed merger with Seven West Media (ASX:SWM) — a deal Gabriel argues is a “nil-premium reverse takeover” that disenfranchises shareholders. The conversation dives deep into governance, board behaviour, passive investing, and the moral hazards of Australia’s listing rules. Expect sharp insights on capital allocation, corporate incentives, and the eternal tension between shareholders and boards.
In this episode, Cameron and Tony open with a celebratory mood as both the QAV dummy and Light portfolios outperform the ASX by wide margins, with the Light portfolio up over 32% year-to-date. They reflect on faith in the system — buying undervalued, well-run companies and letting “physics do the work.” The conversation moves through value-investing philosophy, a recap of recent market and RBA news, Warren Buffett’s latest Berkshire Hathaway move, and standout performers like EDU Holdings. They preview next week’s guest, activist investor Gabriel Radzyminski, before diving into Tony’s Pulled Pork on Harmony Corp (HMY), an online lender showing strong growth and profitability. After the investing talk, the conversation detours into film, music, and philosophy — with Cameron praising Tarkovsky’s Stalker and Asimov’s I, Robot, and the pair musing on AI, fascism, and the dangers of short-term thinking in capitalism and democracy. The episode closes with their trademark mix of market insight and culture chat — from Peter Lynch’s anti-AI stance to Lyle Lovett and Sparks’ new EP.
In this episode of QAV, Cameron and Tony kick things off with bruises and broken noses before diving into the real drama: mergers, portfolio performance, and the state of value investing in the age of AI. They unpack the announced merger of Southern Cross Media (SXL) and Seven West Media (SWM), run through recent buy list updates, and debate whether Guy Spier is right that AI has killed the edge in value investing. Tony pulls pork on MLG Oz Limited (MLG), while other stock news covers Karoon Energy (KAR), Myer (MYR), and the collapsed Santos (STO) takeover. Cameron reports wins from QAV Light portfolios, shares listener Brendan’s 61% return, and digs into news on Woodside (WDS), Duratec (DUR), Clover (CLV), and Whitehaven Coal (WHC). They also cover broader lessons from investing wisdom columns, RBA speculation, and the quirks of passive investing versus deep value hunting. After hours, it’s golf brawls, Snoop Dogg at the AFL, Sopranos nostalgia, and streaming frustrations.
This week Cameron and Tony cover a wide sweep of market news, governance antics, and stock analysis. Cameron demos his new automated audit and buyback checker, and Tony weighs in on how to score buybacks in the QAV system. They debate Goodhart’s Law, Trump’s struggling economy, tariffs, stagflation, and the fallout from Australia Post halting US parcel shipments. On the stock front, they dive into Cettire’s unexpected share price pop, continuous disclosure issues at James Hardie, NRW’s acquisition, Perseus Gold’s strong results, and IVE Group’s new “star stock” status. Later, they flag red-alert governance signals at Cash Converters, review Karoon Energy’s dividend-driven slide, and finish with a Pulled Pork deep dive on Finbar (FRI), the Perth-based apartment developer that’s now topping the QAV buy list.