QAV AU 826 — Soundtrack Legends to Stock Spreadsheets
QAV Investing Podcast (Free Edition)
July 2, 202528m 38s
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Show Notes
In this episode of QAV, Cameron and Tony kick off the new financial year with tributes to Lalo Schiffrin and Bill Moyers before diving into end-of-year portfolio roundups. They compare the dummy portfolio’s 19.87% gain against the STW’s 13.61%, dissect U.S. portfolio returns versus the S&P 500, and unpack Tony’s concentrated seven-stock strategy. Listener Trent shares his 21% return confession, there's a debate on ditching the Altman Z-score in favour of the Piotroski F-score. They then explore commodity dynamics and deep-dive into GR Engineering Services (GNG) as their Pulled Pork pick, before wrapping up with culture picks—from Nick Cage flops to Nina Simone grooves.