QAV 751 — The Buffett Indicator

by | Dec 18, 2024 | Blog, Investing Podcast, Podcast Episodes

This week we’re talk­ing about SXE’s new con­tracts, The Buf­fett Indi­ca­tor, “The Mind of Wall Street”, the Mur­doch suc­ces­sion cri­sis, Pulled Porks on GTN and RM, and then in After Hours we dis­cuss Dune Part Two, S02 of Book­ie, Vivaldi’s Four Sea­sons, Skele­ton Crew, Wild Gods, Pink Moon and using the Aus­tralian gov­ern­ment to bail out fail­ing news organ­i­sa­tions.

QAV 750 — Hello World

by | Dec 11, 2024 | Blog, Investing Podcast, Podcast Episodes

In this episode of QAV: Tony’s recent golf­ing escapades and his upcom­ing move to Cape Schanck. We dis­cuss ANZ’s CEO change, review­ing the impact on the stock and the broad­er bank­ing land­scape, includ­ing con­cerns over mar­ket share and IT inte­gra­tion chal­lenges. ABA’s merg­er with MyS­tate is ana­lyzed for syn­er­gies and poten­tial risks. There’s an in-depth look at oper­at­ing cash flows from Fleet Part­ners and whether it remains a QAV stock. The ‘Pulled Pork’ seg­ment fea­tures Hel­lo World Trav­el Lim­it­ed, exam­in­ing its finan­cials and mar­ket posi­tion. Oth­er top­ics include Boom Logis­tics’ con­sol­i­da­tion, com­modi­ties recov­er­ing thanks to Chi­na’s state­ments, the RBA’s inter­est rates deci­sion, and Rule 1 sell strate­gies. The episode also includes reviews of recent media high­lights, from cin­e­ma clas­sics to new spy thrillers.

QAV 749 — Aqualung

by | Dec 4, 2024 | Blog, Investing Podcast, Podcast Episodes

In this episode, while Tony is play­ing golf, I am joined by guest co-host QAV club mem­ber Geoff Flem­ing. We dis­cuss Geoff’s invest­ing jour­ney, then get into Antho­ny Scaramucci’s book on Bit­coin “invest­ing”, recent updates from EHL and FND, ASIC’s warn­ings about cyber­se­cu­ri­ty threats to share hold­ings, the lat­est mar­ket news includ­ing gold stocks like West­Gold (WGX) and Res­olute Min­ing (RSG), and a deep dive on Auswide Bank (ABA), includ­ing its recent acqui­si­tion, merg­er talks with MyS­tate, and finan­cial chal­lenges. After hours chat includes Baby­lon, The Old Man, pump­kin pie, Pink Floyd / Roger Waters con­certs, Jethro Tull lyrics, Bauhaus move­ment, Cobra Kai and The Life of Apol­lo­nius of Tyana by Philo­stra­tus.

QAV 748 — The Trump Slump

by | Nov 27, 2024 | Blog, Investing Podcast, Podcast Episodes

In this episode, we dis­cuss the impact of Trump’s tar­iffs and sanc­tions on mar­kets, the con­sol­i­da­tion of Boom Logis­tics, Res­olute Min­ing Update, lis­ten­er feed­back about lithi­um invest­ments and accru­als, the Mooch on bit­coin and his Trump decoder ring, a pork on Wood­side Petro­le­um (WDS), Nick Scal­i’s Logis­tics Chal­lenges, the lat­est on the super tax pro­pos­al, EV vehi­cle sales in Aus­tralia, and a sec­ond pork on U.S. com­pa­ny Pool Cor­po­ra­tion (POOL), a recent Berk­shire Hath­away invest­ment. After Hours includes Tony’s recent expe­ri­ences with Rock­wiz, Stephen Fry, and a golf win, while Cameron talks about the 1963 Ital­ian hor­ror film BLACK SABBATH and a new doc­u­men­tary about Elvis’ 68 Come­back Spe­cial.

QAV 747 — Zombies, Accruals and Fascists

by | Nov 20, 2024 | Blog, Investing Podcast, Podcast Episodes

In a jam-packed two-hour long episode 747, we’re talk­ing about every­thing from the RSG kid­nap­ping to accru­als in the QAV check­list, the per­for­mance of ASG, why Cam did­n’t buy SWM when he read Ker­ry Stokes’ AGM speech, Zom­bie com­pa­nies on the ASX, the NAB being sued by ASIC, the retire­ment of Joyce Cor­po­ra­tion’s CEO, Grain­Corp prof­its, Bro­kers hype, Find­i’s Indi­an ATM / IPO play, before wrap­ping up with after-hours chat­ter about hors­es, box­ing, movies, fas­cism, and 20 years of pod­cast­ing.

QAV 746 — King Trump

by | Nov 13, 2024 | Blog, Investing Podcast, Podcast Episodes

In this mam­moth two-and-a-half-hour marathon episode #746, we cov­ered an exten­sive range of top­ics, from Trump’s 2024 elec­tion vic­to­ry and its impli­ca­tions, to detailed analy­sis of mul­ti­ple com­pa­nies and mar­ket sec­tors. Elon Musk’s new role as Min­is­ter for Gov­ern­ment Effi­cien­cy (DOGE), port­fo­lio per­for­mance updates show­ing sig­nif­i­cant out­per­for­mance of bench­marks, and sev­er­al min­ing com­pa­ny devel­op­ments includ­ing Res­olute Min­ing’s Mali cri­sis, Lion­town Resources’ lithi­um strug­gles, the delist­ing of Namoi Cot­ton and the chal­lenges of track­ing cor­po­rate actions in Light port­fo­lios, and iron ore mar­ket chal­lenges. Cam does a pulled pork on US ship­ping com­pa­ny TeeKay Cor­po­ra­tion’s his­to­ry and oper­a­tions, and Tony does a pulled pork on Qan­tas Air­ways’ busi­ness mod­el and fleet con­cerns. The After Hours sec­tion also includ­ed dis­cus­sions about horserac­ing updates, enter­tain­ment rec­om­men­da­tions includ­ing David Ten­nant shows, and con­clud­ed with an exten­sive debate about Trump’s poten­tial impact on democ­ra­cy and dif­fer­ent per­spec­tives on fas­cism in Amer­i­ca.

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