QAV AU 851 — From Zero to System: A First-Year QAV Journey

by | Dec 24, 2025 | Australia, Blog, Investing Podcast, Podcast Episodes

In this Christ­mas edi­tion of QAV Aus­tralia, Cameron is joined by QAV mem­ber Scott Mee­han for a wide-rang­ing, can­did con­ver­sa­tion about what it’s real­ly like to start invest­ing from scratch. Scott shares his jour­ney from com­plete begin­ner to dis­ci­plined sys­tem-based investor, explains why QAV appealed to him amid the noise and hype of finan­cial media, and reflects on the emo­tion­al shift from con­stant port­fo­lio-watch­ing to calm, rules-dri­ven deci­sion-mak­ing. The episode explores patience, tim­ing ver­sus luck, the psy­chol­o­gy of draw­downs, the temp­ta­tion of “10-bag­ger” nar­ra­tives, and why bor­ing, repeat­able process­es tend to win over time. It’s a ground­ed, human look at invest­ing as lived expe­ri­ence rather than the­o­ry, with insights into port­fo­lio man­age­ment, prof­it-tak­ing dilem­mas, and why ignor­ing sto­ries and focus­ing on num­bers is hard­er — and more valu­able — than it sounds. 

QAV AU 850 — Copper Fever

by | Dec 17, 2025 | Australia, Blog, Investing Podcast, Podcast Episodes

In this episode, Cameron and Tony sur­vey a mar­ket that’s los­ing some momen­tum in iron ore while rapid­ly piv­ot­ing toward cop­per as the next struc­tur­al com­mod­i­ty sto­ry. They unpack Fortescue’s move into Peru­vian cop­per, the impli­ca­tions of slow­ing Chi­nese infra­struc­ture invest­ment, and why AI data cen­tres are tur­bo-charg­ing cop­per demand glob­al­ly. The dis­cus­sion ranges from takeover bat­tles in West African gold, Buf­fett suc­ces­sion intrigue at Berk­shire Hath­away, and a sharp cri­tique of Australia’s com­pen­sa­tion schemes for failed invest­ment prod­ucts. The episode clos­es with a deep “pulled pork” analy­sis of Aeris Resources, explor­ing why cop­per-gold pro­duc­ers are back on the QAV buy list despite cap­i­tal-rais­ing risks.

QAV AU 849 — Shake the Tree and Let the Nuts Fall Out

by | Dec 10, 2025 | Australia, Blog, Investing Podcast, Podcast Episodes

This week Tony and I wan­der through a very QAV-ish mix of mar­ket weird­ness, port­fo­lio updates, almond con­spir­a­cies, and Bond-lev­el misog­y­ny. COG and ERD get the chop, AMA con­sol­i­dates, sev­er­al new stocks rotate in, and the dum­my and Light port­fo­lios con­tin­ue to absolute­ly embar­rass the index. Tony reveals his own mon­ster year, we unpack strange board moves at Aeris Resources, applaud EarlyPay’s buy­back, and then TK deliv­ers a beau­ti­ful­ly nerdy pulled pork on Select Har­vest (SHV)— com­plete with bee-logis­tics, frost-blow­ers, and almond geopol­i­tics. We fin­ish with digres­sions into Alien Earth, bac­carat, Tik­Tok nutri­tion fear-mon­ger­ing, and Tony’s race­horse win­ning at 26-to‑1. A nor­mal episode, in oth­er words.

QAV AU 848 — ASX Meltdown, Bauxite Boom, and the Case of the Vanishing CEO

by | Dec 3, 2025 | Australia, Blog, Investing Podcast, Podcast Episodes

Tony and Cam roll into the final month of 2025 with a wide-rang­ing episode that swings from the ASX’s lat­est tech­nol­o­gy break­down to fund-man­ag­er out­per­for­mance, com­mod­i­ty whiplash, and a fresh pulled-pork on Metro Min­ing. Along the way they dig into Tower’s results, the ongo­ing Eroad saga, Fleetwood’s abrupt CEO exit, Finbar’s expo­sure to esca­lat­ing WA con­struc­tion costs, and the sud­den return of cop­per, plat­inum, zinc, and steel to the buy list. Tony breaks down why boehmite and baux­ite are shap­ing up as the next big strate­gic com­mod­i­ty sto­ry with a pulled pork on MMI (Metro Min­ing), while Cam wraps with a reflec­tion on longevi­ty, friend­ship, and a centenarian’s hard-won life lessons.

QAV AU 847 (v2) — The Reilly Sentiment Ratio

by | Nov 27, 2025 | Australia, Blog, Investing Podcast, Podcast Episodes

Tony recounts how he lit­er­al­ly smashed his golf dri­ver and then the show ric­o­chets into AI invest­ing, hon­esty met­rics for man­age­ment, huge port­fo­lio out­per­for­mance, and the sur­pris­ing returns of recent pulled porks. Cameron tests Google’s Gem­i­ni for a new way to score “able and hon­est” man­age­ment and the boys debate whether Buffet’s phi­los­o­phy can be quan­ti­fied. They explore whether sen­ti­ment-dri­ven mar­ket con­trac­tion is actu­al­ly a bull­ish sig­nal (the new “Reil­ly Sen­ti­ment Ratio”), check a string of pulled pork mega-per­form­ers, and mar­vel at how stealth busi­ness­es like hold-my-beer tool retail­er Stealth Group and fash­ion drop-ship­per Cettire have explod­ed. There’s also a Bit­coin con­spir­a­cy: is cryp­to actu­al­ly a hon­ey trap built by West­ern intel­li­gence? Tony digs into takeover mechan­ics using Cash Con­vert­ers, and deliv­ers a new pulled pork on Aur­i­zon Hold­ings (AZJ), with takeover and infra­struc­ture-spin­off impli­ca­tions. It’s val­ue invest­ing, gam­ma waves of AI hype, and bil­lion­aire bunkers… all in one clas­sic QAV episode.

QAV AU 846 — Fortune Favours the Patient

by | Nov 19, 2025 | Australia, Blog, Investing Podcast, Podcast Episodes

This episode we dig through a packed week in mar­kets, port­fo­lios, com­modi­ties, gold trends, sov­er­eign risk, Michael Burry’s fund clo­sure, War­ren Buffett’s farewell let­ter, QAV Light’s mon­ster per­for­mance, the ASX cor­rec­tion, and a full pulled-pork deep dive on SYL (Symal Group). We also cov­er ANZ’s result, gold’s de-dol­lar­i­sa­tion tail­winds, Karoon’s chang­ing lead­er­ship, MTO’s reg­is­tra­tion-duty mis­step, and three recent rock­et-ships on the buy list. The episode ends with film and TV talk: Tarkovsky, Guin­ness, and Slow Hors­es.

Secret Link