by Cameron Reilly | May 20, 2026 | Australia, Blog, Investing Podcast, Podcast Episodes
This week Tony runs a full Pulled Pork on TIP (TeamInvest Private Group), a Sydney-based value investing education and funds management company with a flywheel business model, private equity arms, and a QAV score of 0.2 sitting frustratingly below its sentiment sell line. We also cover the Australian budget fallout, rising US bond yields, the oil price squeeze, and what all of it means for the ASX. After hours: Project Hail Mary, Rivals season two, Carnal Knowledge, The Cannonball Run, and a spirited Eurovision debrief.
by Cameron Reilly | May 13, 2026 | Australia, Blog, Investing Podcast, Podcast Episodes
On this episode we dig into the “Nacho trade” (Not a Chance of Hormuz Opening), the RBA rate cut, and what tonight’s federal budget might mean for CGT and negative gearing. CSL hits a 10-year low after a $7 billion write-down and the Pentagon ditches...
by Cameron Reilly | May 6, 2026 | Australia, Blog, Investing Podcast, Podcast Episodes
On this episode, Cam and Tony work through a busy news week — the ASX’s longest losing streak since 2018, oil prices going nuts, the UAE ditching OPEC, and Greg Abel’s first real run at the Berkshire AGM without Warren holding the mic. Tony does a Pulled Pork on Kaiser Reef (KAU), a small Aussie gold miner that went from explorer to profitable producer after snapping up the Henty Gold Mine in Tasmania — worth a look but it’s a Josephine right now. After hours: Wuthering Heights gets a surprise thumbs up from Tony, Cam can’t stop raving about the 1967 Lee Marvin noir Point Blank, and Nick Cave’s first novel gets a second read.
by Cameron Reilly | 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.
by Cameron Reilly | 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.
by Cameron Reilly | 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.
