Dead Cat or Dead Cert? Navigating the March Sell-Off – QAV AU #914

Dead Cat or Dead Cert? Navigating the March Sell-Off – QAV AU #914

April 7, 2026 · 38 min

About this episode

The episode discusses the March stock market sell-off, analyzing which stocks have truly recovered and which are merely experiencing temporary rebounds.

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 bounces. Plus we talk about ASIC wanting more jail time for insider trading, using Stockopedia for buyback metrics, PNR's hidden annual report, Perenti (PRN) CEO change, CGF (Challenger Financial) sell line check, and Tony does a Pulled Pork on Tower Limited (TWR). After hours: horse racing, Jeff Beck, Joni Mitchell, a Quebec duo who speak in made-up space language, and Cameron built his own AI-powered ebook reader app.

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