Crash and Bash — QAV AU 917

by | Apr 29, 2026 | Australia, Blog, Investing Podcast, Podcast Episodes

On this episode we check in on the dum­my port­fo­lio (run­ning at dou­ble the mar­ket over the last year), chat about the Trump assas­si­na­tion attempt secu­ri­ty sham­bles, and Tony does a full Pulled Pork on AMA Group — Aus­trali­a’s largest list­ed smash repair­er, a turn­around sto­ry that’s claw­ing its way back to prof­itabil­i­ty after a bru­tal post-COVID debt hang­over. We also cov­er the Joe Lon­go ASIC farewell, the SDI acqui­si­tion update, MMI’s share con­sol­i­da­tion, and Greg Abel’s first Berk­shire Hath­away let­ter.

The Happy Zone – QAV AU #916

by | Apr 22, 2026 | Australia, Blog, Investing Podcast, Podcast Episodes

This week we kick things off with the Iran war’s knock-on effects for oil mar­kets, the Aus­tralian econ­o­my, and why the banks are qui­et­ly rais­ing their bad debt buffers while the stock mar­ket ignores all of it. Plus Tony does a full Pulled Pork on Cus­cal (CCL), the pay­ments infra­struc­ture com­pa­ny that’s been fly­ing under the radar because of a dodgy GICS code, and we chat Durate­c’s mas­sive defence con­tract win, the Hamish Dou­glass tell-all, and News Cor­p’s dodgy share count data.

Lumpy Payback — QAV AU 915

by | Apr 15, 2026 | Australia, Blog, Investing Podcast, Podcast Episodes

This week we dig into the chaos of Trump’s Strait of Hor­muz oil block­ade, and why the ASX is shrug­ging off the end of the world. Tony does a Pulled Pork on Perth prop­er­ty devel­op­er Peet (PPC) — a 130-year-old land syn­di­ca­tor with a Gold­man Sachs-dri­ven strate­gic review swirling around it — and we get a Stock Doc­tor data alert affect­ing 100+ div­i­dend-pay­ing stocks that every QAV investor needs to know about. After hours: Rory McIl­roy at Augus­ta, John Can­dy, Otis Red­ding, and man­grove seeds.

Dead Cat or Dead Cert? Navigating the March Sell-Off – QAV AU #914

by | Apr 8, 2026 | Australia, Blog, Investing Podcast, Podcast Episodes

Every­thing fell off a cliff in March, and this week we spend a good chunk of the episode try­ing to fig­ure out which stocks have gen­uine­ly reestab­lished sen­ti­ment ver­sus which are just dead cat bounces. Plus we talk about ASIC want­i­ng more jail time for insid­er trad­ing, using Stock­o­pe­dia for buy­back met­rics, PNR’s hid­den annu­al report, Per­en­ti (PRN) CEO change, CGF (Chal­lenger Finan­cial) sell line check, and Tony does a Pulled Pork on Tow­er Lim­it­ed (TWR). After hours: horse rac­ing, Jeff Beck, Joni Mitchell, a Que­bec duo who speak in made-up space lan­guage, and Cameron built his own AI-pow­ered ebook read­er app.

Drilling for Dollars: BRK, the Strait of Hormuz, and America’s $41 Trillion Hole — QAV AU 913

by | Apr 1, 2026 | Australia, Blog, Investing Podcast, Podcast Episodes

Aus­tralian con­sumer con­fi­dence hits a 53-year low, the US Trea­sury’s own bal­ance sheet reveal­ing effec­tive insol­ven­cy (lia­bil­i­ties near­ly eight times assets), and the Iran war clos­ing the Strait of Hor­muz and send­ing alu­minum prices surg­ing 6%. A lis­ten­er ques­tion from Dar­ryl about buy­back scor­ing. Tony deliv­ers the episode’s Pulled Pork on **Brook­side Ener­gy (BRK)**, an ASX-list­ed, Okla­homa-based shale oil pro­duc­er drilling in the Anadarko Basin. After hours cov­ers Tony’s Chat­G­PT-pow­ered horse rac­ing scraper break­through, Cameron’s Nick Cave obses­sion, Apple TV’s *Friends & Neigh­bors*, and a rec­om­men­da­tion for Seth Rogen’s time-trav­el com­e­dy *Future Man*.

QAV AU #912 — Chicken Little

by | Mar 25, 2026 | Australia, Blog, Investing Podcast, Podcast Episodes

In episode 912 of QAV Aus­tralia (record­ed 24 March 2026), Cameron and Tony open with geopo­lit­i­cal com­men­tary on the Iran-US-Israel con­flict and its impact on oil prices, before reas­sur­ing pan­icked lis­ten­ers that mar­ket chaos is cycli­cal and the QAV rules — includ­ing the three-point trend line and Rule One sell sig­nals — are designed exact­ly for moments like these. Tony deliv­ers a deep-dive Pulled Pork on Karoon Ener­gy (KAR), the upstream oil pro­duc­er. Oth­er stocks touched on include Viva Ener­gy, San­tos, Cen­tral Petro­le­um, Pep­per Mon­ey (CGF’s revised low­ball takeover offer), Har­mo­ny (HMY hit­ting a Rule One sell), and the messy Humm/Credit Corp takeover sit­u­a­tion involv­ing the Takeovers Pan­el. After hours, Tony rec­om­mends jug­gling come­di­an Michael Rayn­er (“The Bro­ken Jug­gler”) and the polit­i­cal mem­oir *All’s Fair*, while Cameron raves about Jack­ie Chan’s *Police Sto­ry*, David Lynch’s obscure 1993 HBO minis­eries *Hotel Room*, and the 1944 film *Gaslight*.

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