QAV 819 — The Roll Back

by | May 14, 2025 | Australia, Blog, Investing Podcast, Podcast Episodes

In this episode of QAV Aus­tralia, Cam and Tony nav­i­gate a tur­bu­lent mar­ket buoyed by a tem­po­rary roll­back in US-Chi­na tar­iffs and a curi­ous ral­ly in Bit­coin. They break down the move­ments in gold stocks like Perseus (PRU), Ramelius (RMS), and West African Resources (WAF), unpack ANZ’s (ANZ) CEO han­dover and the impact of its Sun­corp acqui­si­tion, and look into Super Retail Group’s (SUL) Q3 results. The episode also fea­tures deep dives into the gov­er­nance con­cerns at Mac­quar­ie (MQG), a bizarrely mas­sive div­i­dend from Heal­ius (HLS), a skep­ti­cal look at lux­u­ry drop ship­per Cettire (CTT), and a pulled pork seg­ment on out­door adver­tis­ing play­er oOh!media (OML). Cam also shares a per­son­al health win, and the duo wraps up with some rec­om­men­da­tions, ban­ter, and a lit­tle Van Halen nos­tal­gia.

QAV #549 — Windy and Wet

by | Dec 14, 2022 | Blog, Investing Podcast, Podcast Episodes

RBA and rates, Coal, Iron Ore and Gold are all buys, Port­fo­lio update, bank div­i­dends, Clough col­lapse and BPT, Pulled pork AGG, trail­ing stop loss­es, infla­tion­ary pres­sures, how TK comes up with hur­dle rates, C6C sell­ing it’s Aus­tralian assets, IRR v CAGR, share buy­backs, how to get to Berkshire’s 2023 AGM. Black­stone to lim­it redemp­tion requests, the impact of the gas price cap.

QAV 543 — The Mounting Yard

by | Nov 3, 2022 | Blog, Investing Podcast, Podcast Episodes

Port­fo­lio bench­mark­ing, RBA inter­est rate rise, Ther­mal Coal sell line, JHG div­i­dend, what to do when you R1 a stock that’s on top of the buy list (IMA), Wheat price on the rise, new Berk­shire book, SUL trad­ing update, WHC — MOAB Away, The FAANG index, Oil and Cop­per are a buy, what about Alu­mini­um, MQG Results are in, Pulled Pork GNG, DRP vs DSSP

QAV S05E28 — Discipline

by | Jul 20, 2022 | Blog, Investing Podcast, Podcast Episodes

Dur­ing tur­bu­lent times, we have to have dis­ci­pline; Elon and Twit­ter; MHJ shares up on strong quar­ter­ly sales; Iron ore about $5/Ton above its fudge sell line; Pulled Pork — AMO; MQG’s cash flow; CFO of ASX Ltd has announced her depar­ture — a bad sign?

QAV S05E11 — Flogs

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

Hamish Dou­glass resigns from Mag­el­lan board; Rus­sia spi­ralling towards $210b default night­mare; “Asset Man­ag­er Cap­i­tal­ism”; Cop­per is a buy; GRR is now a Star Stock; MQG is back on the buy list; pulled pork on MQG; petrol and EVs; Buy Now or Lat­er; how quick­ly Tony sells; are we crazy to be sell­ing com­mod­i­ty stocks at all time highs?; IMA cor­po­rate action; under­stand­ing “right of use” assets; should we take indus­try sec­tor into account?; sell line for MAD.

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