Big River, Big Comeback (BRI): QAV AU #921

from QAV Investing Podcast · host Cameron Reilly

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 a defence of value investing as an all-weather strategy, prompted by a VanEck opinion piece in the AFR.

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This episode is 19 minutes long.

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This episode was published on May 26, 2026.

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