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Quality At Value - Value Investing In SharesA Scientific Approach To Investing Author: Tony Kynaston & Cameron Reilly
Each week we teach the basic principles of value investing, the only real way to have long-term success in share investing. Language: en-au Genres: Business, Investing, Management Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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QAV AU 909 — WWIII Investing
Tuesday, 3 March, 2026
In this episode of QAV Australia, Cameron and Tony navigate the sudden market volatility triggered by the outbreak of conflict between the US, Israel, and Iran. The duo explores the "biggest threat in 50 years" to global oil supplies, specifically the disruption of the Strait of Hormuz and its inevitable impact on energy prices and shipping. Amidst the global tension, they find silver linings in a massive 45% takeover jump for dental manufacturer SDI Limited and a scheme implementation deed for Cue Energy Resources by Horizon Oil. The episode also features a deep dive into the "material uncertainty" surrounding retail company Cettire, a five-year milestone review from a dedicated member, and a "Pulled Pork" analysis of Central Petroleum (CTP).
