QAV Investing Podcast (Free Edition)

On this week's show we wrap up the financial year and the numbers are, frankly, bonkers: the AU model portfolio is up nearly 29% for the year, the Light portfolios are up nearly 36% as a group, and the US model is up 44% against a 20% S&P. Tony then does a Pulled Pork on EVZ Limited, a small engineering fabricator that has gone from 16 cents to 65 cents in 12 months and just landed on the buy...

This week we cover the Iran oil sanctions waiver and what it means for the oil price, plus debrief on selling our oil stocks (Karoon, Viva Energy, Brookside) ahead of what turned out to be a nasty drop. Tony does a Pulled Pork on ASX-listed labour hire and training firm Ashley Services Group (ASH), a thinly traded turnaround story with a strong owner-founder and a QAV score of 0.24. We also note t...

On this week's show, we wade through a big news cycle: the US-Iran peace deal that forced us to dump our oil stocks, the SpaceX IPO trading at a jaw-dropping 1,750 times PROPCAF while losing money, and the brief Korean stock market circuit breaker that felt a little too dotcom-era for comfort. Tony does a Pulled Pork on Suncorp Group, freshly returned to the buy list after divesting its banking ar...

This week Tony's back from the horse sales and dives straight into a Pulled Pork on WEB Travel Group, the B2B hotel bed-banking business spun out of the old Webjet. We also cover negative gearing changes and how they compare to what Paul Keating tried in the late 1980s, plus a listener question on Servcorp's recent price wobble, portfolio comparison notes from listener Toby, and the usual after-ho...

On this episode Cameron flies solo while Tony is down the Gold Coast doing something involving horses. He covers the market fallout from Trump's surprise bombing of Iran, explains why he's hitting pause on new buys through confession season, and does a Pulled Pork on Big River Industries (BRI), a 120-year-old timber and building materials company that is quietly turning itself around. There's also...

This week Tony runs a full Pulled Pork on TIP (TeamInvest Private Group), a Sydney-based value investing education and funds management company with a flywheel business model, private equity arms, and a QAV score of 0.2 sitting frustratingly below its sentiment sell line. We also cover the Australian budget fallout, rising US bond yields, the oil price squeeze, and what all of it means for the ASX...

On this episode, Cam and Tony work through a busy news week — the ASX's longest losing streak since 2018, oil prices going nuts, the UAE ditching OPEC, and Greg Abel's first real run at the Berkshire AGM without Warren holding the mic. Tony does a Pulled Pork on Kaiser Reef (KAU), a small Aussie gold miner that went from explorer to profitable producer after snapping up the Henty Gold Mine in Tasm...

On this episode we check in on the dummy portfolio (running at double the market over the last year), chat about the Trump assassination attempt security shambles, and Tony does a full Pulled Pork on AMA Group — Australia's largest listed smash repairer, a turnaround story that's clawing its way back to profitability after a brutal post-COVID debt hangover. We also cover the Joe Longo ASIC farewel...

This week we kick things off with the Iran war's knock-on effects for oil markets, the Australian economy, and why the banks are quietly raising their bad debt buffers while the stock market ignores all of it. Plus Tony does a full Pulled Pork on Cuscal (CCL), the payments infrastructure company that's been flying under the radar because of a dodgy GICS code, and we chat Duratec's massive defence...

This week we dig into the chaos of Trump's Strait of Hormuz oil blockade, and why the ASX is shrugging off the end of the world. Tony does a Pulled Pork on Perth property developer Peet (PPC) — a 130-year-old land syndicator with a Goldman Sachs-driven strategic review swirling around it — and we get a Stock Doctor data alert affecting 100+ dividend-paying stocks that every QAV investor needs to k...

Everything fell off a cliff in March, and this week we spend a good chunk of the episode trying to figure out which stocks have genuinely reestablished sentiment versus which are just dead cat bounces. Plus we talk about ASIC wanting more jail time for insider trading, using Stockopedia for buyback metrics, PNR's hidden annual report, Perenti (PRN) CEO change, CGF (Challenger Financial) sell line...

Australian consumer confidence hits a 53-year low, the US Treasury's own balance sheet revealing effective insolvency (liabilities nearly eight times assets), and the Iran war closing the Strait of Hormuz and sending aluminum prices surging 6%. A listener question from Darryl about buyback scoring. Tony delivers the episode's Pulled Pork on **Brookside Energy (BRK)**, an ASX-listed, Oklahoma-based...

In episode 912 of QAV Australia (recorded 24 March 2026), Cameron and Tony open with geopolitical commentary on the Iran-US-Israel conflict and its impact on oil prices, before reassuring panicked listeners that market chaos is cyclical and the QAV rules — including the three-point trend line and Rule One sell signals — are designed exactly for moments like these. Tony delivers a deep-dive Pulled...

In this episode of QAV, Cameron Reilly and Tony Kyneston navigate a world of "prolonged conflict" and "supply disruptions," examining the ripple effects of Middle East tensions on global oil, fertilizer, and food security. They dive deep into Australia's precarious fuel security, noting the country holds significantly less than the internationally mandated 90-day buffer. The investment discussion...

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...

In this episode of QAV Australia, Cameron and Tony navigate the sudden market volatility triggered by the outbreak of conflict between the US, Israel, and Iran. The duo explores the "biggest threat in 50 years" to global oil supplies, specifically the disruption of the Strait of Hormuz and its inevitable impact on energy prices and shipping. Amidst the global tension, they find silver linings in a...

In this episode of QAV Australia, Cameron and Tony dive into the February reporting season. They provide an update on the QAV portfolios, take a dive into Parenti (PRN) and its recent price drop, as well as a comprehensive "Pulled Pork" analysis of Challenger (CGF) amidst potential Japanese takeover interest and regulatory changes. Between technical chats about wheat commodity sell lines and the "...

In this episode, recorded on February 17, 2026, Tony and Cameron reflect on the legacy of actor Robert Duvall before diving into a deep critique of "gas giant" stocks and the lack of visible depreciation on the income statements of US tech titans. The pair discuss the current "josephine" state of the market, where high-quality stocks are coming off their highs, leading to a barren buy list and sev...

In this episode of QAV Australia, Cameron and Tony navigate a particularly turbulent period for the ASX, noting a buy list that recently shrank to just three stocks amidst a broader market correction. The duo discusses the fallout for software companies like **Reckon (RKN)** and **Xero (XRO)** as the "AI penny drops," the impact of the RBA’s unexpected rate hike, and the dramatic 24% jump for **Pe...

In this episode, Cameron and Tony navigate a complex week of market shifts, political manoeuvres, and a "Sell America" sentiment that continues to gain traction. The duo celebrates the massive success of **Duratec (DUR)**, which has tripled in value, and cover announcements from a range of buy list stocks. Tony provides a deep-dive "Pulled Pork" analysis of **CTI Logistics (CLX)**, highlighting it...

In this episode of QAV Australia, Cameron and Tony brave the Australian heat to discuss a mix of music history and high-stakes value investing. The duo pays tribute to the late Midnight Oil drummer Rob Hirst, reflecting on his iconic sound and the band's cultural impact. Turning to the markets, they analyze the record-breaking success of hedge fund manager Chris Hohn, whose old-school value approa...

In this episode, Cameron and Tony dive into the complex geopolitical and economic landscape of early 2026, examining China’s record trade surplus and the stalling impact of US tariffs on manufacturing. They explore how the AI boom has acted as a primary driver for US growth, potentially masking the drag created by trade restrictions. Closer to home, the duo discusses Australia’s manufacturing depe...