QAV 819 — The Roll Back

by | May 14, 2025 | Australia, Blog, Investing Podcast, Podcast Episodes

In this episode of QAV Aus­tralia, Cam and Tony nav­i­gate a tur­bu­lent mar­ket buoyed by a tem­po­rary roll­back in US-Chi­na tar­iffs and a curi­ous ral­ly in Bit­coin. They break down the move­ments in gold stocks like Perseus (PRU), Ramelius (RMS), and West African Resources (WAF), unpack ANZ’s (ANZ) CEO han­dover and the impact of its Sun­corp acqui­si­tion, and look into Super Retail Group’s (SUL) Q3 results. The episode also fea­tures deep dives into the gov­er­nance con­cerns at Mac­quar­ie (MQG), a bizarrely mas­sive div­i­dend from Heal­ius (HLS), a skep­ti­cal look at lux­u­ry drop ship­per Cettire (CTT), and a pulled pork seg­ment on out­door adver­tis­ing play­er oOh!media (OML). Cam also shares a per­son­al health win, and the duo wraps up with some rec­om­men­da­tions, ban­ter, and a lit­tle Van Halen nos­tal­gia.

QAV AMERICA 004 — Buffett’s Last Dance

by | May 8, 2025 | America, Blog, Investing Podcast, Podcast Episodes, QAVUS, US Episode

In episode 4 of QAV Amer­i­ca, Cameron and Tony dive into War­ren Buffett’s retire­ment announce­ment, cel­e­brat­ing his mon­u­men­tal impact on val­ue invest­ing. They dis­cuss his lega­cy, Berk­shire Hathaway’s per­for­mance under his lead­er­ship, and his thoughts on the future of the U.S. and glob­al mar­kets. The episode includes per­son­al reflec­tions on Buffett’s influ­ence, anec­dotes from his annu­al meet­ings, and com­men­tary on Berkshire’s strate­gic moves, like the recent reduc­tion of its stake in Apple. Addi­tion­al­ly, Tony pro­vides a detailed analy­sis of the Cana­di­an Impe­r­i­al Bank of Com­merce (CIBC, stock code CM), eval­u­at­ing its recent per­for­mance and poten­tial invest­ment oppor­tu­ni­ties amidst glob­al trade uncer­tain­ties.

QAV 818 — Buffett’s Last Dance

by | May 7, 2025 | Australia, Blog, Investing Podcast, Podcast Episodes

In this episode of QAV Club, record­ed on 6 May 2025, Cameron and Tony unpack the Aus­tralian fed­er­al elec­tion result with the kind of sharp polit­i­cal analy­sis and irrev­er­ent ban­ter you expect. They explore the col­lapse of sup­port for the Lib­er­al Par­ty, the impli­ca­tions for Peter Dut­ton, and the broad­er shifts in Aus­tralian vot­er demo­graph­ics. Then, they piv­ot to War­ren Buffett’s final Berk­shire Hath­away AGM, reflect­ing on his lega­cy, invest­ing phi­los­o­phy, and the future of the com­pa­ny post-Buf­fett. The episode also includes due dili­gence on NRW Hold­ings (NWH), QPM Ener­gy (QPM), and a deep dive pulled pork seg­ment on Motor­cy­cle Hold­ings (MTO). Plus, there’s a lis­ten­er ques­tion on Heal­ius (HLS), and Cameron fields the peren­ni­al para­dox of being a Marx­ist val­ue investor. Oh, and there are motor­cy­cles, AI, and some point­ed shots at Don­ald Trump. Clas­sic QAV.

QAVUS 003 — Beware Greeks Bearing Ships

by | May 2, 2025 | America, Blog, Investing Podcast, Podcast Episodes, QAVUS, US Episode

In this episode of QAV US Edi­tion, Cameron and Tony dis­sect the chaos and oppor­tu­ni­ties in the US mar­kets. They kick off by com­par­ing the irra­tional opti­mism in the mar­kets to polit­i­cal the­ater, dig into key dif­fer­ences between US and Aus­tralian finan­cial reg­u­la­tions, and dis­cuss how these dif­fer­ences impact val­ue invest­ing with their check­list mod­el. Cameron shares the dra­ma of a near-instant buy-and-sell on SK Tele­com ($SKM) after a data breach, and deliv­ers a “pulled pork” deep dive on Danaos Cor­po­ra­tion ($DAC), a Greek-based con­tain­er ship own­er nav­i­gat­ing chop­py geopo­lit­i­cal waters and tar­iffs. The guys debate the impact of Trump’s trade war, share buy­backs, and whether free cash flow even mat­ters in val­ue invest­ing.

QAV 817 — Smart Metal and Dumb Markets

by | Apr 30, 2025 | Australia, Blog, Investing Podcast, Podcast Episodes

This week we deep-dive into BIS (Bisal­loy Steel Group), ques­tion­ing whether it’s tru­ly a steel com­mod­i­ty play giv­en its ris­ing price amid a falling steel mar­ket. Tony deliv­ers a pulled pork on BIS, explor­ing their niche in quenched and tem­pered steel, its use in defence indus­tries, and the company’s recent inclu­sion in the All Ords. W also tack­le dis­crep­an­cies in price-to-oper­at­ing-cash­flow (Pr/OpCaf) num­bers between Stock­o­pe­dia and man­u­al cal­cu­la­tions, and reflect on the sale of Stock Doc­tor. There’s a read­er ques­tion on oper­at­ing cash­flow cal­cu­la­tions and plen­ty of ban­ter about sobri­ety, diet, and what they’ve been watch­ing lately—from _Landman_ to _Face/Off_.

QAV 816 — Gold Diggers

by | Apr 23, 2025 | Australia, Blog, Investing Podcast, Podcast Episodes

In this post-East­er episode, Cam and Tony chew through the week’s mar­ket moves, explor­ing why the All Ords is up despite a gloomy glob­al out­look. They rip into Trump’s lat­est Fed-fir­ing fan­tasies, dis­sect the eco­nom­ics of tar­iffs, and won­der if AI will treat us like Yel­low­stone squir­rels. There’s a deep dive on Bank of Queensland’s lat­est results, plus a pulled pork on gold min­er Tri­bune Resources (ASX: TBR). They close with some exis­ten­tial mus­ings on eco­nom­ic stag­na­tion, robot-run sub­urbs, and whether humans are about to be the squir­rels of tomor­row.

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