QAV 802 — SWEET FA

by | Jan 15, 2025 | Blog, Investing Podcast, Podcast Episodes

This week we’re talk­ing about com­modi­ties such as crude oil, cop­per, and lithi­um becom­ing buys again, Wall Street pre­dic­tions and the prac­ti­cal approach of focus­ing on qual­i­ty invest­ments and man­ag­ing risk. Tony shares analy­sis on sev­er­al stocks includ­ing NWH and MYR, dis­cussing red flags, and a pulled pork on HZN. Cameron dis­cussed his recent analy­sis on Rule 1 sell­ing and some news regard­ing FSF and GNP, plus an arti­cle from the AFR about Aus­trali­a’s pri­vate sec­tor being in reces­sion. After Hours fea­tures reviews of films like ‘Civ­il War’ and the ‘Plan­et of the Apes’ series, along with the show ‘Black Snow’, and NVIDIA’s ground­break­ing announce­ments at CES.

QAV 801 — CY24 Portfolio Analysis

by | Jan 8, 2025 | Blog, Investing Podcast, Podcast Episodes

In our first episode for 2025, we break down our mixed port­fo­lio results for 2024, talk about news relat­ed to MWY, ABA, ERD, RMS, play clips from a 1994 talk from Peter Lynch, review Geoff Wilson’s invest­ing check­list, dis­cuss Eugene Lama’s views on effi­cient mar­kets, quan­tum com­put­ing threats. And in the After Hours seg­ment we talk about the films, TV and music that’s kept us busy over the break.

QAV 752 — Time Capsule

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

A review of the stock mar­ket’s win­ners and losers for the year, updates on TLS, DTL and FPR, Planck­’s Prin­ci­ple in invest­ing, our pre­dic­tions for 2025, and a ‘Pulled Pork’ on Wag­n­er’s Hold­ing Com­pa­ny (WGN). In After Hours we talk about Leu­nig, say RIP to depart­ed friends, and dis­cuss ADHD.

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.

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