QAV 818 — Buffett’s Last Dance

In this episode of QAV Club, recorded on 6 May 2025, Cameron and Tony unpack the Australian federal election result with the kind of sharp political analysis and irreverent banter you expect. They explore the collapse of support for the Liberal Party, the implications for Peter Dutton, and the broader shifts in Australian voter demographics. Then, they pivot to Warren Buffett’s final Berkshire Hathaway AGM, reflecting on his legacy, investing philosophy, and the future of the company post-Buffett. The episode also includes due diligence on NRW Holdings (NWH), QPM Energy (QPM), and a deep dive pulled pork segment on Motorcycle Holdings (MTO). Plus, there’s a listener question on Healius (HLS), and Cameron fields the perennial paradox of being a Marxist value investor. Oh, and there are motorcycles, AI, and some pointed shots at Donald Trump. Classic QAV.