QAV AU 905 — Watering the Flowers

by | Feb 4, 2026 | Australia, Blog, Investing Podcast, Podcast Episodes

In this episode, Cameron and Tony nav­i­gate a com­plex week of mar­ket shifts, polit­i­cal manoeu­vres, and a “Sell Amer­i­ca” sen­ti­ment that con­tin­ues to gain trac­tion. The duo cel­e­brates the mas­sive suc­cess of **Duratec (DUR)**, which has tripled in val­ue, and cov­er announce­ments from a range of buy list stocks. Tony pro­vides a deep-dive “Pulled Pork” analy­sis of **CTI Logis­tics (CLX)**, high­light­ing its strong WA-based assets and unique prop­er­ty man­age­ment strat­e­gy. The con­ver­sa­tion also touch­es on the “dis­in­ter­me­di­a­tion” of banks via Coin­base, the dra­ma sur­round­ing **HUMM Group’s** takeover pan­el objec­tions, and a look at the poten­tial eco­nom­ic impact of AI on wages.

QAV AU 904 — Humm-ing a Different Tune

by | Jan 28, 2026 | Australia, Blog, Investing Podcast, Podcast Episodes

In this episode of QAV Aus­tralia, Cameron and Tony brave the Aus­tralian heat to dis­cuss a mix of music his­to­ry and high-stakes val­ue invest­ing. The duo pays trib­ute to the late Mid­night Oil drum­mer Rob Hirst, reflect­ing on his icon­ic sound and the band’s cul­tur­al impact. Turn­ing to the mar­kets, they ana­lyze the record-break­ing suc­cess of hedge fund man­ag­er Chris Hohn, whose old-school val­ue approach net­ted $28 bil­lion in a sin­gle year. The episode fea­tures a deep dive into the com­plex takeover saga sur­round­ing Humm Group (HUM), weigh­ing the com­pa­ny’s strong com­mer­cial leas­ing prof­its against its con­tro­ver­sial buy-now-pay-lat­er (BNPL) piv­ot and ongo­ing gov­er­nance bat­tles involv­ing founder Andrew Aber­crom­bie and Cred­it Corp. Final­ly, they wrap up with port­fo­lio updates show­ing sig­nif­i­cant out­per­for­mance in both Aus­tralian and US dum­my port­fo­lios.

QAV AU 903 — Nobel Prizes and Negative Sentiment

by | Jan 21, 2026 | Australia, Blog, Investing Podcast, Podcast Episodes

In this episode, Cameron and Tony dive into the com­plex geopo­lit­i­cal and eco­nom­ic land­scape of ear­ly 2026, exam­in­ing China’s record trade sur­plus and the stalling impact of US tar­iffs on man­u­fac­tur­ing. They explore how the AI boom has act­ed as a pri­ma­ry dri­ver for US growth, poten­tial­ly mask­ing the drag cre­at­ed by trade restric­tions. Clos­er to home, the duo dis­cuss­es Australia’s man­u­fac­tur­ing depen­den­cies and the ris­ing influx of Chi­nese EVs and renew­able ener­gy assets. The heart of the episode fea­tures deep dives into lis­ten­er-dri­ven data, com­par­ing the QAV process against “buy and hold” strate­gies, and the Club edi­tion con­tains a “Pulled Pork” analy­sis of **Stan­more Resources (SMR)**. From man­ag­ing red flags in stocks like **Fleet­wood (FWD)** to the nuances of super­an­nu­a­tion-approved ASX 300 lists, this episode bal­ances high-lev­el macro the­o­ry with the prac­ti­cal, rules-based dis­ci­pline of val­ue invest­ing.

QAV AU 902 — Quintuple

by | Jan 14, 2026 | Australia, Blog, Investing Podcast, Podcast Episodes

In this wide-rang­ing QAV Aus­tralia episode, Cameron and Tony move from bush­fires dev­as­tat­ing Vic­to­ri­an horse studs into geopol­i­tics, cen­tral bank inde­pen­dence, and the increas­ing­ly overt polit­i­cal pres­sure being applied to the US Fed­er­al Reserve. From Kevin Rudd’s exit as ambas­sador and Trump’s cam­paign against Jerome Pow­ell, the con­ver­sa­tion piv­ots into mar­ket con­se­quences, port­fo­lio per­for­mance, and a remark­able year for QAV Light port­fo­lios, which have dra­mat­i­cal­ly out­per­formed the index. The sec­ond half dives deep into prac­ti­cal invest­ing ques­tions from lis­ten­ers, cov­er­ing port­fo­lio con­struc­tion, gear­ing, draw­downs, and frank­ing cred­its, before clos­ing with a detailed “pulled pork” analy­sis of Kip McGrath Edu­ca­tion. Along the way, they explore com­pe­ti­tion dynam­ics in retail, the lim­its of diver­si­fi­ca­tion, and why growth has qui­et­ly dom­i­nat­ed returns over the past year.

QAV AU 901 — Broccoli Investing

by | Jan 7, 2026 | Australia, Blog, Investing Podcast, Podcast Episodes

The first QAV episode of 2026 opens with a wide-rang­ing dis­cus­sion that blends val­ue invest­ing dis­ci­pline with geopol­i­tics, mar­ket psy­chol­o­gy, and one very detailed stock tear­down. Cameron and Tony debate the lim­its of guests who can’t tol­er­ate push­back, why val­ue invest­ing is the “broc­coli diet” of finance, and whether opti­mism in glob­al equi­ty mar­kets has reached dan­ger­ous lev­els. From US mil­i­tary actions in Venezuela and their impli­ca­tions for oil mar­kets, to Wall Street’s unan­i­mous bull­ish­ness for 2026, the episode cir­cles back to a core QAV prin­ci­ple: pre­dic­tion is frag­ile, process is durable. The sec­ond half dives deep into Fenix Resources, unpack­ing how ver­ti­cal inte­gra­tion can cre­ate a moat in iron ore, even at the small­er end of the pro­duc­tion scale.

QAV AU 852 — Growth Over PE: The Metric That Ate 2025

by | Dec 31, 2025 | Australia, Blog, Investing Podcast, Podcast Episodes

The final QAV episode of 2025 is a wide-rang­ing year-end wrap that blends port­fo­lio per­for­mance, mar­ket struc­ture, and deep­er sys­tem think­ing. Cameron and Tony review an excep­tion­al six-month run for QAV port­fo­lios, with mul­ti­ple stocks deliv­er­ing triple-dig­it returns, before drilling into what actu­al­ly drove those results. Tony presents a data-heavy “Pulled Pork” analy­sis that iso­lates growth over PE as a poten­tial explana­to­ry fac­tor behind this year’s out­per­for­mance, rais­ing the pos­si­bil­i­ty of a future refine­ment to the QAV scor­ing sys­tem. The con­ver­sa­tion then moves through glob­al mar­ket per­for­mance, lead­er­ship changes at Wood­side, takeover dra­ma at HUM, crowd psy­chol­o­gy, hous­ing con­straints, and the eco­nom­ics of mod­ern media, clos­ing with books, TV, and reflec­tions on how fast time now seems to move.

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