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 S05E35 — QAVLENGTH

by | Sep 7, 2022 | Blog, Investing Podcast, Podcast Episodes

Iron Ore is a sell; Down days, up days… what about neu­tral days; Rule 1 and div­i­dends; Josephine but above its 2BL; Hap­py birth­day War­ren; Taylor’s arti­cle;
Pulled Pork: SMR; SGM less impact­ed by the iron ore price; GRR and Renko charts; ALO, a scal­able soft­ware play; mov­ing aver­age v 3PTL; WHC thoughts

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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