QAV AU 908 — Blowing the Doors Off

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

In this episode of QAV Aus­tralia, Cameron and Tony dive into the Feb­ru­ary report­ing sea­son. They pro­vide an update on the QAV port­fo­lios, take a dive into Par­en­ti (PRN) and its recent price drop, as well as a com­pre­hen­sive “Pulled Pork” analy­sis of Chal­lenger (CGF) amidst poten­tial Japan­ese takeover inter­est and reg­u­la­to­ry changes. Between tech­ni­cal chats about wheat com­mod­i­ty sell lines and the “mon­strous” growth of pas­sive invest­ing, the hosts find time for Michael Caine impres­sions, and a look at the lat­est glob­al geopo­lit­i­cal and AI-dri­ven absur­di­ties.

QAV 808 — The Value Investor’s Lament

by | Feb 26, 2025 | Blog, Investing Podcast, Podcast Episodes

In this episode of QAV, Cameron and Tony nav­i­gate the car­nage of report­ing sea­son, where many QAV stocks have tak­en a beat­ing. They dis­cuss the bru­tal mar­ket reac­tions to earn­ings miss­es, the under­per­for­mance of val­ue stocks rel­a­tive to growth, and what the lat­est results say about the over­all mar­ket sen­ti­ment. Despite the doom and gloom, there are bright spots, includ­ing Berk­shire Hathaway’s lat­est results and a few stand­out earn­ings reports. Tony also revis­its the con­cept of mar­ket tops and how investors should be posi­tion­ing them­selves.

QAV S05E09 — Coat Lifters

by | Mar 9, 2022 | Blog, Investing Podcast, Podcast Episodes

War dri­ving demand for pre­cious met­als; how to gross up the sell price of a stock going ex-div­i­dend; tech pipe dreams; new con­sen­sus tar­get date fil­ter; Denis con­tri­bu­tions; MML rev­enue drop and bad news; rebuy­ing a stock you’ve just sold; using EMA and SMA or “price change 1 month” to cal­cu­late a Josephine; is per­for­mance bet­ter over report­ing sea­son?

QAV S05E07 — Overconfidence

by | Feb 23, 2022 | Blog, Investing Podcast, Podcast Episodes

This week we’re talk­ing about Navexa port­fo­lio issues, over­con­fi­dence in investors, Murph resigns from Berk­shire, Berk­shire invests in a cryp­to bank, Munger’s recent Q&A, BFG’s mon­ey laun­der­ing prob­lems, HUM’s acqui­si­tion by LFS, CGF back on the buy list, S32 is Tony’s pulled pork, Ares buy­ing into GMA, FMG is a Josephine, and then we answer your ques­tions about Grantham’s bub­ble warn­ings, using trend lines to know when to can­cel a Josephine, the iron ore sell price, buy­ing stocks close to the sell line, using com­pa­ny mar­ket cap fig­ure rel­a­tive to Index Funds to deter­mine whether a com­pa­ny’s share price could be at risk of a near future increase or decrease, kiss­ing a few frogs to get a prince, hold­ing on just for the takeover pre­mi­um and FEX’s very low sell line.

QAV S04E51 — In the Rough

by | Dec 22, 2021 | Blog, Investing Podcast, Podcast Episodes

In this episode we’re talk­ing about MYR and LAU warn­ings, replac­ing GAP with GWR, CAA upgrade to guid­ance, Trad­ing View com­mod­i­ty alerts, our stocks of the week (FEX, GMA), our best port­fo­lio stocks for the week, the world’s sec­ond tallest build­ing is a warn­ing sign, and CGF’s busi­ness mod­el.

In the Club edi­tion, we also talk about sell­ing and buy­ing back into FMG instead of just hold­ing it, MFG’s col­lapse and what their man­age­ment might be think­ing about right now, and more details on the sto­ry about Tony’s 20x return on MND back in the day.

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