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 811 — Thinking About It

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

Tony and Cameron explore the mar­ket’s recent volatil­i­ty and recov­ery, exam­in­ing key per­for­mances in both their Aus­tralian and US port­fo­lios. They dive deep into the curi­ous case of Ramelius Resources, dis­sect­ing the com­pa­ny’s recent series of announce­ments that puz­zled investors and raised ques­tions around trans­paren­cy and dis­clo­sure prac­tices. Oth­er high­lights include a robust dis­cus­sion on small caps ver­sus large caps in the con­text of pas­sive invest­ing impacts, strong results from Perseus Min­ing and Met­als X, and an analy­sis of Shape Aus­trali­a’s promis­ing finan­cial posi­tion and future out­look. The episode wraps up with lis­ten­er ques­tions about port­fo­lio hedg­ing strate­gies and impli­ca­tions of the Ramelius and Spar­tan Resources merg­er.

QAV 801 — CY24 Portfolio Analysis

by | Jan 8, 2025 | Blog, Investing Podcast, Podcast Episodes

In our first episode for 2025, we break down our mixed port­fo­lio results for 2024, talk about news relat­ed to MWY, ABA, ERD, RMS, play clips from a 1994 talk from Peter Lynch, review Geoff Wilson’s invest­ing check­list, dis­cuss Eugene Lama’s views on effi­cient mar­kets, quan­tum com­put­ing threats. And in the After Hours seg­ment we talk about the films, TV and music that’s kept us busy over the break.

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