QAV AU 835 — Rule 34 Of ETFs

by | Sep 3, 2025 | Australia, Blog, Investing Podcast, Podcast Episodes

In this episode, Cameron and Tony dive into what’s being called the most volatile report­ing sea­son on record. They explore out­sized mar­ket reac­tions, con­tin­u­ous dis­clo­sure fail­ures, and whether sell trig­gers should be han­dled dif­fer­ent­ly dur­ing earn­ings sea­son. The duo com­pare the strong per­for­mance of their Aus­tralian and US dum­my port­fo­lios, both up around 12% in 30 days—far ahead of their respec­tive index­es. They also weigh in on Trump’s tar­iffs being struck down in US courts, the Shang­hai Coop­er­a­tion Organ­i­sa­tion sum­mit, and whether Amer­i­ca is slid­ing towards author­i­tar­i­an­ism. On the invest­ing front, they cov­er results for Qan­tas and Motor­cy­cle Hold­ings, Tony does a pulled pork on Tyro Pay­ments as a sur­pris­ing new fin­tech on the buy list, and answer lis­ten­er ques­tions about strange trad­ing behav­iour, class action law­suits, and the risks of gold min­ers in West Africa.

QAV AU 834 — From Chickens to CSL: A Reporting Season Reality Check

by | Aug 27, 2025 | Australia, Blog, Investing Podcast, Podcast Episodes

In this week’s episode of **QAV Aus­tralia (Ep. 834)**, Tony is back from his week off on the Mur­ray, and he and Cameron dive into a wide-rang­ing dis­cus­sion of report­ing sea­son results, port­fo­lio per­for­mance, and lessons from both win­ners and losers on the ASX. They cov­er every­thing from Super Retail Group’s recent surge to the ongo­ing woes of Ingham’s, and ask whether CSL is still the “great Aussie stock” it’s made out to be. Cameron revis­its the so-called “Pulled Pork curse,” reveal­ing the true track record of Tony’s stock deep-dives. They also debate whether new met­rics like gross prof­itabil­i­ty or com­pa­ny buy­backs should be added to the QAV check­list, and trou­bleshoot the dread­ed Excel “out of resources” error. Final­ly, Tony presents a Pulled Pork on MA Finan­cial (MAF), a fast-grow­ing diver­si­fied finan­cial group, before the con­ver­sa­tion drifts into music leg­ends, AI research, and whether Kei­th Moon was the most enter­tain­ing drum­mer of all time.

QAV AU 833 — Clime: A Masterclass with John Abernethy

by | Aug 19, 2025 | Australia, Blog, Investing Podcast, Podcast Episodes

In this episode, Tony and Cameron sit down with John Aber­nethy, vet­er­an investor and founder of Clime Invest­ment Man­age­ment, for an in-depth con­ver­sa­tion about val­ue invest­ing, funds man­age­ment, and the evo­lu­tion of Australia’s finan­cial indus­try. John shares sto­ries from his ear­ly days at NRMA in the 1980s, the influ­ence of War­ren Buffett’s phi­los­o­phy, and the cre­ative use of con­vert­ible notes to bridge val­ue gaps. He explains how Clime evolved into a $1.6 bil­lion mul­ti-asset man­ag­er, why self-fund­ing com­pa­nies like Nick Scali are rare gems, and the chal­lenges of today’s funds man­age­ment envi­ron­ment. The dis­cus­sion also cov­ers the rise of man­aged invest­ment accounts, the impor­tance of div­i­dends, macro­eco­nom­ic forces, and Clime’s cur­rent offer­ings on the ASX.

QAV AU 832 — The Business of Barnyard Medicine

by | Aug 13, 2025 | Australia, Blog, Investing Podcast, Podcast Episodes

In this episode, Cameron and Tony dig into a big week of mar­ket news and com­pa­ny updates. They kick off with the ASX’s lat­est blunder—confusing TPG Cap­i­tal with TPG Telecom—sparking a dive into the stock exchange’s oper­a­tional woes and com­pet­i­tive threats. The con­ver­sa­tion shifts to the broad­er market’s strong per­for­mance and a fiery Tik­Tok rebut­tal on neg­a­tive gear­ing, lead­ing to a deep dive into hous­ing pol­i­cy, rental mar­kets, and gen­er­a­tional wealth-build­ing. Report­ing sea­son high­lights include strong moves from Cred­it Corp, Austal, Vault, Per­en­ti, Eroad, and Kor­vest, plus an exam­i­na­tion of Ingham’s ongo­ing R&D tax dis­pute with the ATO. Lis­ten­er ques­tions cov­er IDA’s sharp price drop, QBE’s results reac­tion, and a 60 Min­utes seg­ment on Ener­gy Tran­si­tion Min­er­als. Tony’s “Pulled Pork” focus­es on Api­am Ani­mal Health (AHX), a rur­al vet busi­ness roll-up with M&A poten­tial. The after-hours seg­ment touch­es on Bowie’s The Man Who Fell to Earth, the Trump biopic The Appren­tice, and Ali vs. Foreman’s “Rum­ble in the Jun­gle.”

QAV AU 831 — A‑Musing

by | Aug 5, 2025 | Australia, Blog, Investing Podcast, Podcast Episodes

In episode 831 of QAV Aus­tralia, Cameron and Tony go into detailed dis­cus­sions on Beach Ener­gy (BPT), Plen­ti Group (PLT), Motor­cy­cle Hold­ings (MTO). They explore the state of gold and com­mod­i­ty sell rules, and whether young peo­ple are tru­ly worse off than boomers. Tony wraps up with a deep dive Pulled Pork on Vault Min­er­als (VAU), while Cam gets philo­soph­i­cal about AI and Epi­cure­an physics with a touch of Lucretius. It’s a jam-packed episode full of insights, laughs, and sharp invest­ing com­men­tary.

QAV AU 830 — Bhagwan Kynaston

by | 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.

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