QAV 807 — Half Year Havoc

by | Feb 19, 2025 | Blog, Investing Podcast, Podcast Episodes

Half year reports are play­ing their usu­al hav­oc on some of our stocks, as results dis­ap­point the mar­ket. But is the mar­ket over-react­ing in some cas­es? Tony thinks so. We’re also talk­ing about the RBA’s deci­sion to cut inter­est rates and how that affects our invest­ing deci­sions. Stocks cov­ered today include FND, AMP, CVL, PPM, and Tony’s deep dive is on FSF. He also answers a lis­ten­er’s ques­tion about bor­row­ing to buy shares. After hours includes dis­cus­sions about Baby­lon, the ACO, rac­ing updates and fast­ing.

QAV 805 — Whack A Mole

by | Feb 5, 2025 | Blog, Investing Podcast, Podcast Episodes

In this episode record­ed on Feb­ru­ary 4, 2025, we dive into the impact of recent US tar­iff imple­men­ta­tions and their imme­di­ate retrac­tion. We also dis­cuss the res­ig­na­tion of Res­olute Min­ing’s CEO fol­low­ing his deten­tion in Mali and its effect on the company’s share price, TK explains the Ricar­do effect on nation­al eco­nom­ic strat­e­gy, the col­lapse of Mosa­ic Brands, reg­u­la­to­ry approval for FND, and a ‘Pulled Pork’ seg­ment on Aure­lia Met­als (AMI), cov­er­ing the com­pa­ny’s his­to­ry, cur­rent sta­tus, and future pro­jec­tions amid the boom­ing gold prices. In After Hours, they offer trib­utes to Mar­i­anne Faith­ful and dis­cuss pop cul­ture, includ­ing ‘Rogue Heroes’ and ‘Inland Empire’, Nazi pro­pa­gan­da and 20th-cen­tu­ry Russ­ian lit­er­a­ture.

QAV 749 — Aqualung

by | Dec 4, 2024 | Blog, Investing Podcast, Podcast Episodes

In this episode, while Tony is play­ing golf, I am joined by guest co-host QAV club mem­ber Geoff Flem­ing. We dis­cuss Geoff’s invest­ing jour­ney, then get into Antho­ny Scaramucci’s book on Bit­coin “invest­ing”, recent updates from EHL and FND, ASIC’s warn­ings about cyber­se­cu­ri­ty threats to share hold­ings, the lat­est mar­ket news includ­ing gold stocks like West­Gold (WGX) and Res­olute Min­ing (RSG), and a deep dive on Auswide Bank (ABA), includ­ing its recent acqui­si­tion, merg­er talks with MyS­tate, and finan­cial chal­lenges. After hours chat includes Baby­lon, The Old Man, pump­kin pie, Pink Floyd / Roger Waters con­certs, Jethro Tull lyrics, Bauhaus move­ment, Cobra Kai and The Life of Apol­lo­nius of Tyana by Philo­stra­tus.

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