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Each week we teach the basic principles of value investing, the only real way to have long-term success in share investing.
In episode 821 of the QAV Podcast, Cameron and Tony kick things off with tales of gas outages and cold showers before diving into the markets. They review the portfolio performance, explain the HLS sell-off, and unpack the latest antics of Donald Trump’s tariff diplomacy. Stocks under the spotlight include VVA (Viva Leisure) with their eyebrow-raising stake in Gorilla X Labs, NRW’s legal wrangle over the Whyalla port, and a deep-dive pulled pork on ANZ. The ANZ segment touches everything from executive turnover, the bloated One Platform app, substance abuse allegations, and the Suncorp acquisition, to Cameron’s prediction that the whole thing will be scrapped in favour of an AI-driven rebuild. Sprinkle in some talk about robot security Roombas, the legacy of Damien Broderick, Sparks’ new album, and Japanese punk, and you’ve got another vintage QAV session.
Quality At Value - Value Investing In Shares
Each week we teach the basic principles of value investing, the only real way to have long-term success in share investing.
