Quality At Value - Value Investing In Shares
Tony Kynaston & Cameron Reilly
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Tobias Carlisle Soldier of Fortune: QAV AU #923
Beds, Banks and Bionic Men: WEB Travel in the AI Age: QAV AU #922
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…
Big River, Big Comeback (BRI): QAV AU #921
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…
JUST THE TIP: QAV AU #920
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,…
QAV AU 919 — THE NACHO TRADE
Five Juicy Years: Gold, Oil, and the Art of Saying No – QAV AU #918
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…
Crash and Bash — QAV AU 917
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…
The Happy Zone – QAV AU #916
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…
Lumpy Payback — QAV AU 915
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…
Dead Cat or Dead Cert? Navigating the March Sell-Off – QAV AU #914
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…
Drilling for Dollars: BRK, the Strait of Hormuz, and America’s $41 Trillion Hole — QAV AU 913
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…
QAV AU #912 — Chicken Little
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…
Entangled Interests — QAV AU 911
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,…
Agro at TACO — QAV AU 910
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…
QAV AU 909 — WWIII Investing
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…
QAV AU 908 — Blowing the Doors Off
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…
QAV AU 907 — Mass vs Gas
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…
QAV AU 906 — It’s What You Do With It
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…
QAV AU 905 — Watering the Flowers
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…
QAV AU 904 — Humm-ing a Different Tune
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…
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Quality At Value - Value Investing In Shares has published 448 episodes since February 2019, covering topics in Business, Entrepreneurship.
Quality At Value - Value Investing In Shares is currently highly active with new episodes weekly. Average episode length is 35m.
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