QAV 818 — Buffett’s Last Dance

by | May 7, 2025 | Australia, Blog, Investing Podcast, Podcast Episodes

In this episode of QAV Club, record­ed on 6 May 2025, Cameron and Tony unpack the Aus­tralian fed­er­al elec­tion result with the kind of sharp polit­i­cal analy­sis and irrev­er­ent ban­ter you expect. They explore the col­lapse of sup­port for the Lib­er­al Par­ty, the impli­ca­tions for Peter Dut­ton, and the broad­er shifts in Aus­tralian vot­er demo­graph­ics. Then, they piv­ot to War­ren Buffett’s final Berk­shire Hath­away AGM, reflect­ing on his lega­cy, invest­ing phi­los­o­phy, and the future of the com­pa­ny post-Buf­fett. The episode also includes due dili­gence on NRW Hold­ings (NWH), QPM Ener­gy (QPM), and a deep dive pulled pork seg­ment on Motor­cy­cle Hold­ings (MTO). Plus, there’s a lis­ten­er ques­tion on Heal­ius (HLS), and Cameron fields the peren­ni­al para­dox of being a Marx­ist val­ue investor. Oh, and there are motor­cy­cles, AI, and some point­ed shots at Don­ald Trump. Clas­sic QAV.

QAV 748 — The Trump Slump

by | Nov 27, 2024 | Blog, Investing Podcast, Podcast Episodes

In this episode, we dis­cuss the impact of Trump’s tar­iffs and sanc­tions on mar­kets, the con­sol­i­da­tion of Boom Logis­tics, Res­olute Min­ing Update, lis­ten­er feed­back about lithi­um invest­ments and accru­als, the Mooch on bit­coin and his Trump decoder ring, a pork on Wood­side Petro­le­um (WDS), Nick Scal­i’s Logis­tics Chal­lenges, the lat­est on the super tax pro­pos­al, EV vehi­cle sales in Aus­tralia, and a sec­ond pork on U.S. com­pa­ny Pool Cor­po­ra­tion (POOL), a recent Berk­shire Hath­away invest­ment. After Hours includes Tony’s recent expe­ri­ences with Rock­wiz, Stephen Fry, and a golf win, while Cameron talks about the 1963 Ital­ian hor­ror film BLACK SABBATH and a new doc­u­men­tary about Elvis’ 68 Come­back Spe­cial.

QAV S05E24 — White-knuckle

by | Jun 22, 2022 | Blog, Investing Podcast, Podcast Episodes

This is “the white-knuck­le part of the cycle”. Port­fo­lio update. Iron ore and gold charts. Stock­his­to­ry v Stock Doc­tor prices. GMA and mort­gage issuances. The milk stool legs. RBA and infla­tion. Small rods is WAY down. Wash-sell­ing. PE con­trac­tion. Pulled pork on WDS. Bench­ing Michael Jor­dan. UPST. Lots of Rule 1 ques­tions. Buy­ing a “won­der­ful com­pa­ny at a fair price” and ignor­ing sen­ti­ment.

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