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QAV AU 908 — Blowing the Doors Off

EPISODE · Feb 25, 2026 · 41 MIN

QAV AU 908 — Blowing the Doors Off

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

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 well as a comprehensive "Pulled Pork" analysis of Challenger (CGF) amidst potential Japanese takeover interest and regulatory changes. Between technical chats about wheat commodity sell lines and the "monstrous" growth of passive investing, the hosts find time for Michael Caine impressions, and a look at the latest global geopolitical and AI-driven absurdities.

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QAV AU 908 — Blowing the Doors Off

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