by Cameron Reilly | Jul 30, 2025 | Australia, Blog, Investing Podcast, Podcast Episodes
In this episode of QAV Australia, Tony and Cam dive into the unexpected resignation of Macquarie Group’s CFO, the performance of Fortescue Metals Group, and delve into the speculations about cost-cutting measures in the ASX 200. In the ‘Pulled Pork’ section, they highlight a new addition to the buy list, Bhagwan Marine, discussing its operational history, growth potential, and QAV metrics. The after-hours segment features a lively debate on Triple J’s Top 100 Australian tracks of all time.
by Cameron Reilly | Jul 23, 2025 | Australia, Blog, Investing Podcast, Podcast Episodes
In this episode of QAV, Cameron and Tony dig into market optimism as the All Ords hits record highs, despite questionable fundamentals. They explore how QAV typically outperforms post-crash, backed by data from the dummy and light portfolios. Cam reviews the new AI tools in Navexa and previews ChatGPT’s autonomous agent features. Tony reflects on investor psychology, especially the prioritization of low volatility over outperformance, and delivers a detailed pulled pork on Beach Energy (BPT). They also weigh in on free cash flow vs. operating cash flow, lament the lack of media transparency, and wrap with cultural musings on The Godfather, Robert Maxwell, and John Wick’s bulletproof belly.
by Cameron Reilly | Jul 16, 2025 | Australia, Blog, Investing Podcast, Podcast Episodes
In this episode of QAV, Cameron and Tony dissect a week full of market contradictions, surging portfolios, and cautionary tales. They kick off with the Chinese economic “collapse” that somehow boosted markets, then riff on Trump, Epstein, and MAGA meltdown. Tony shares updates on commodities (nearly everything is a buy again) and portfolio performance (the dummy portfolio’s had a gangbuster month). They debate confession season and buying rules before deep-diving into the week’s pulled pork on EDU Holdings — a microcap education stock with a wild backstory and solid numbers. Other topics include the First Guardian super debacle, the RBA’s surprise rate decision, the grift of anti-woke ETFs, ASX’s idea to allow dual-class shares, and Superman’s surprising return to form.
by Cameron Reilly | Jul 9, 2025 | Australia, Blog, Investing Podcast, Podcast Episodes
In Episode AU 827 of the QAV Investing Podcast, Cameron and Tony kick off with Trump’s latest tariff threats, predict (incorrectly) the RBA’s interest rate decision, and analyse the ASX’s reaction to overnight Wall Street moves. They discuss the impact of criminal allegations on G8 Education (GEM) staff, the 30% surge in Motorcycle Holdings (MTO), and acquisition news about Silk Logistics (SLH). Tony delivers a comprehensive pulled pork on Plenti Group (PLT), a fintech P2P lender with strong metrics and a high QAV score. The show closes with riffs on Black Sabbath, AC/DC concerts, and French philosophy, including Montaigne and The Little Prince.
by Cameron Reilly | Jul 2, 2025 | Australia, Blog, Investing Podcast, Podcast Episodes
In this episode of QAV, Cameron and Tony kick off the new financial year with tributes to Lalo Schiffrin and Bill Moyers before diving into end-of-year portfolio roundups. They compare the dummy portfolio’s 19.87% gain against the STW’s 13.61%, dissect U.S. portfolio returns versus the S&P 500, and unpack Tony’s concentrated seven-stock strategy. Listener Trent shares his 21% return confession, there’s a debate on ditching the Altman Z‑score in favour of the Piotroski F‑score. They then explore commodity dynamics and deep-dive into GR Engineering Services (GNG) as their Pulled Pork pick, before wrapping up with culture picks—from Nick Cage flops to Nina Simone grooves.
by Cameron Reilly | Jun 25, 2025 | Australia, Blog, Investing Podcast, Podcast Episodes
It’s cold, the markets are weird, and the boys are back. Cameron and Tony kick things off with oil-patch whiplash, Iran–Israel theatre, and Trump’s “Mission Accomplished 2.0” tweet-storms. Portfolio numbers, confession-season land-mines, and sudden 30 % face-plants (looking at you, **AMI**) follow. Tony spotlights surprise winners (**OML**, **SHA**, **SRG**, **GNG**) and takeover bait (**STO**, **THL**), while ASX cops an ASIC probe for dropping the tech ball. Virgin’s second-shot IPO, Karoon’s Brazilian land-grab, and a pulled-pork deep dive on **COG** round out the finance. After hours: jazz-piano Goldblum, Kelly’s Heroes, and Peter Ellyard’s octogenarian optimism.
