Agro at TACO — QAV AU 910

by | Mar 11, 2026 | Australia, Blog, Investing Podcast, Podcast Episodes

In this episode of QAV, record­ed on March 10, 2026, Cameron and Tony nav­i­gate a week of absolute mar­ket chaos trig­gered by esca­lat­ing ten­sions in the Mid­dle East and the result­ing volatil­i­ty in ener­gy prices. The duo pays trib­ute to the leg­endary Bris­bane enter­tain­er Jamie Dunn (the man behind Agro) before div­ing into the “ready, fire, aim” nature of the cur­rent mar­ket, where a sin­gle Trump tweet can swing oil prices by 30% in a mat­ter of hours. In the Club episode, Tony pro­vides a com­pre­hen­sive deep dive into Viva Ener­gy (VEA), exam­in­ing its shift from Coles Express to the “On the Run” (OTR) brand­ing, the chal­lenges of domes­tic refin­ing, and the impact of ille­gal tobac­co sales on con­ve­nience mar­gins. They also touch on the “death of soft­ware” era, Cameron’s suc­cess in cod­ing a new com­mod­i­ty check­er using AI, and why hav­ing a mechan­i­cal invest­ing sys­tem is the only way to stay sane when the world feels like it’s in a “black and white” prize fight.

QAV S05E34 — The Qaverick

by | Aug 31, 2022 | Blog, Investing Podcast, Podcast Episodes

Time to check your 3PTL alerts; spare a thought for poor Andrew For­rest; NCK’s results; Ophir fund per­for­mance; Port­fo­lio updates; Rever­sal of for­tune for BPT, back on the buy list; Some old friends return to the buy list — SUL, BFG and WHC; SGM is a scrap met­al recy­cler tied to the iron ore price; TK mis­tak­en­ly bought KAR and VEA; he also bought NWS but prob­a­bly shouldn’t have; Pulled Pork is ABA; PTB enters into scheme imple­men­ta­tion deed; JHG price/op cash­flow; the out­look for REITs; banks and ‘Price to Op cash­flow ratio’; TK’s thoughts on a 2nd sell line; has Tony found he has had any bet­ter or worse luck on stocks he’s repur­chased after mak­ing a loss; sell line for EHL; who is our Qav­er­ick of the Week?

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