About this episode

Cameron and Tony discuss the February reporting season, portfolio updates, and analyze Parenti and Challenger amidst market changes.

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.

More episodes of QAV Investing Podcast (Free Edition)

• The Happy Zone – QAV AU #916 · April 21, 2026 · 34 min
• Lumpy Payback — QAV AU 915 · April 15, 2026 · 36 min
• Dead Cat or Dead Cert? Navigating the March Sell-Off – QAV AU #914 · April 7, 2026 · 38 min
• Drilling for Dollars: BRK, the Strait of Hormuz, and America’s $41 Trillion Hole — QAV AU 913 · March 31, 2026 · 34 min
• QAV AU #912 — Chicken Little · March 24, 2026 · 30 min
• Entangled Interests — QAV AU 911 · March 17, 2026 · 26 min

Explore listener stats, chart rankings, contacts and more on the QAV Investing Podcast (Free Edition) podcast page.