QAV AU 826 — Soundtrack Legends to Stock Spreadsheets

by | Jul 2, 2025 | Australia, Blog, Investing Podcast, Podcast Episodes

In this episode of QAV, Cameron and Tony kick off the new finan­cial year with trib­utes to Lalo Schiffrin and Bill Moy­ers before div­ing into end-of-year port­fo­lio roundups. They com­pare the dum­my portfolio’s 19.87% gain against the STW’s 13.61%, dis­sect U.S. port­fo­lio returns ver­sus the S&P 500, and unpack Tony’s con­cen­trat­ed sev­en-stock strat­e­gy. Lis­ten­er Trent shares his 21% return con­fes­sion, there’s a debate on ditch­ing the Alt­man Z‑score in favour of the Piotros­ki F‑score. They then explore com­mod­i­ty dynam­ics and deep-dive into GR Engi­neer­ing Ser­vices (GNG) as their Pulled Pork pick, before wrap­ping up with cul­ture picks—from Nick Cage flops to Nina Simone grooves. 

QAV AU 825 — Bombs, Billboards & Bargain Buys

by | Jun 25, 2025 | Australia, Blog, Investing Podcast, Podcast Episodes

It’s cold, the mar­kets are weird, and the boys are back. Cameron and Tony kick things off with oil-patch whiplash, Iran–Israel the­atre, and Trump’s “Mis­sion Accom­plished 2.0” tweet-storms. Port­fo­lio num­bers, con­fes­sion-sea­son land-mines, and sud­den 30 % face-plants (look­ing at you, **AMI**) fol­low. Tony spot­lights sur­prise win­ners (**OML**, **SHA**, **SRG**, **GNG**) and takeover bait (**STO**, **THL**), while ASX cops an ASIC probe for drop­ping the tech ball. Virgin’s sec­ond-shot IPO, Karoon’s Brazil­ian land-grab, and a pulled-pork deep dive on **COG** round out the finance. After hours: jazz-piano Gold­blum, Kelly’s Heroes, and Peter Ellyard’s octo­ge­nar­i­an opti­mism. 

QAV AU 824 — Charizards, Crypto & Capital Gains With Navarre Trousselot

by | Jun 18, 2025 | Australia, Blog, Investing Podcast, Podcast Episodes

In this spe­cial QAV episode, Cameron and Tony are joined by Navarre Trous­selot, founder and CEO of Navexa, Australia’s home­grown port­fo­lio track­ing and tax-report­ing plat­form. The episode kicks off with a charm­ing tale of how Navarre’s first entre­pre­neur­ial ven­ture was Poké­mon card arbi­trage as a 10-year-old, lay­ing the ground­work for his invest­ing instincts. The trio then explores the seri­ous end-of-finan­cial-year busi­ness: tax-loss har­vest­ing, the nuances of cap­i­tal gains strate­gies, and how Navexa’s AI-pow­ered tax tools are evolv­ing. Navarre shares exclu­sive insights from aggre­gat­ed Navexa user data—what the top-per­form­ing port­fo­lios look like, what they’re hold­ing (spoil­er: lots of Bit­coin), and how often they trade. The con­ver­sa­tion wraps with some exis­ten­tial mus­ing on cryp­to, AI, and investor psy­chol­o­gy.

QAV America 009 — Blame It on the Boogie

by | Jun 11, 2025 | America, Blog, Investing Podcast, Podcast Episodes, QAVUS, US Episode

In this episode of QAV Amer­i­ca, Cameron and Tony dis­sect the sur­pris­ing fun­da­men­tals of Jack­son Finan­cial (NYSE: JXN) — a life insur­ance and annu­ities com­pa­ny that’s qui­et­ly throw­ing off “truck­loads of cash” despite con­fus­ing account­ing quirks. Cameron explores the company’s back­sto­ry (strange­ly has noth­ing to do with the Jack­son 5), explains its spin-off from Pru­den­tial, and strug­gles to under­stand how inter­est rates and rein­sur­ance affect its bot­tom line. Tony weighs in on debt man­age­ment, actu­ar­i­al com­plex­i­ty, and where annu­ity prod­ucts fit in the spec­trum of retire­ment options. They also touch on the con­tro­ver­sial new U.S. tax on for­eign investors (with impli­ca­tions for Aussie super funds), and deliv­er a per­for­mance update on the QAV U.S. port­fo­lio — up a stag­ger­ing 54% since incep­tion. This episode is nerdy, weird, and fun­ny as hell.

QAV AU 823

by | Jun 11, 2025 | Australia, Blog, Investing Podcast, Podcast Episodes

In this episode of QAV, Cameron and Tony kick off with a dis­cus­sion on the polit­i­cal ten­sion in the U.S. and what Trump’s moves with the Nation­al Guard might fore­shad­ow, then slide into seri­ous invest­ing updates. There’s news on Per­en­ti (PRN), NRW (NWH), and Fin­di (FND), with a nod to con­fus­ing results and sov­er­eign risks. Judo (JDO), BOQ, and QBE get cov­er­age too, as does the SOL–Brickworks merg­er and what it means for index fund flows. Cameron pon­ders the shock­ing long-term flat­line of Tel­stra (TLS), while Qan­tas (QAN) and Perseus (PRU) get some love for out­per­form­ing. Tony wraps up with a pulled pork on Fleet­wood (FWD), high­light­ing mod­u­lar hous­ing, min­ing vil­lage prof­its, and cap­i­tal risk. There’s also a review of the film _Ballerina_ and some off-top­ic Doc­tor Who and Shake­speare­an riff­ing.

QAV America 008 — Huawei to Hell: Investing When the World’s Upside Down

by | Jun 4, 2025 | America, Blog, Investing Podcast, Podcast Episodes, QAVUS, US Episode

In this week’s QAV episode, we sit down with the ever-dash­ing Tobias Carlisle, founder of The Acquirer’s Fund (ZIG, DEEP), author of The Acquirer’s Mul­ti­ple, and deep val­ue mav­er­ick, to dis­sect the state of val­ue invest­ing in the era of AI-dri­ven hype. We cov­er the bru­tal cycles of deep val­ue, AI vs. human deci­sion-mak­ing in funds, the mad­ness of quan­tum com­put­ing val­u­a­tions, and how Toby’s trip to Chi­na left him uncon­vinced by the West’s col­lapse nar­ra­tive. We also drill into oil, Ford ($F), and the impli­ca­tions of pas­sive investing’s stran­gle­hold on mar­ket direc­tion. Plus, Buf­fett wor­ship, civ­il war exit strate­gies, and why Amer­i­cans don’t get Aussie piss-tak­ing.

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