EPISODE · Jun 24, 2026 · 22 MIN

OIL THAT: QAV AU #925

from QAV Investing Podcast (Free Edition) · host Cameron Reilly

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 the passing of Alan Greenspan, the Credit Corp / Humm deal falling apart, and end-of-financial-year portfolio numbers that have the dummy portfolio well ahead of the index.

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This episode was published on June 24, 2026.

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