QAV AU 829 — Chat QAV

by | 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.

QAV AU 828 — Buy List Vacation

by | 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.

QAV AU 827 — Plenty of Value in Plenti

by | 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.

QAV AU 826 — Soundtrack Legends to Stock Spreadsheets

by | 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. 

QAV AU 825 — Bombs, Billboards & Bargain Buys

by | 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. 

QAV AU 824 — Charizards, Crypto & Capital Gains With Navarre Trousselot

by | Jun 18, 2025 | Australia, Blog, Investing Podcast, Podcast Episodes

In this spe­cial QAV episode, Cameron and Tony are joined by Navarre Trous­selot, founder and CEO of Navexa, Australia’s home­grown port­fo­lio track­ing and tax-report­ing plat­form. The episode kicks off with a charm­ing tale of how Navarre’s first entre­pre­neur­ial ven­ture was Poké­mon card arbi­trage as a 10-year-old, lay­ing the ground­work for his invest­ing instincts. The trio then explores the seri­ous end-of-finan­cial-year busi­ness: tax-loss har­vest­ing, the nuances of cap­i­tal gains strate­gies, and how Navexa’s AI-pow­ered tax tools are evolv­ing. Navarre shares exclu­sive insights from aggre­gat­ed Navexa user data—what the top-per­form­ing port­fo­lios look like, what they’re hold­ing (spoil­er: lots of Bit­coin), and how often they trade. The con­ver­sa­tion wraps with some exis­ten­tial mus­ing on cryp­to, AI, and investor psy­chol­o­gy.

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