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Content provided by Tony Kynaston & Cameron Reilly, Tony Kynaston, and Cameron Reilly. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tony Kynaston & Cameron Reilly, Tony Kynaston, and Cameron Reilly or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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QAV AU 827 — Plenty of Value in Plenti
MP3•Episode home
Manage episode 493420061 series 2564461
Content provided by Tony Kynaston & Cameron Reilly, Tony Kynaston, and Cameron Reilly. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tony Kynaston & Cameron Reilly, Tony Kynaston, and Cameron Reilly or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
In Episode AU 827 of the QAV Investing Podcast, Cameron and Tony kick off with Trump’s latest tariff threats, predict (incorrectly) the RBA’s interest rate decision, and analyse the ASX’s reaction to overnight Wall Street moves. They discuss the impact of criminal allegations on G8 Education (GEM) staff, the 30% surge in Motorcycle Holdings (MTO), and acquisition news about Silk Logistics (SLH). Tony delivers a comprehensive pulled pork on Plenti Group (PLT), a fintech P2P lender with strong metrics and a high QAV score. The show closes with riffs on Black Sabbath, AC/DC concerts, and French philosophy, including Montaigne and The Little Prince.
…
continue reading
361 episodes
MP3•Episode home
Manage episode 493420061 series 2564461
Content provided by Tony Kynaston & Cameron Reilly, Tony Kynaston, and Cameron Reilly. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tony Kynaston & Cameron Reilly, Tony Kynaston, and Cameron Reilly or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
In Episode AU 827 of the QAV Investing Podcast, Cameron and Tony kick off with Trump’s latest tariff threats, predict (incorrectly) the RBA’s interest rate decision, and analyse the ASX’s reaction to overnight Wall Street moves. They discuss the impact of criminal allegations on G8 Education (GEM) staff, the 30% surge in Motorcycle Holdings (MTO), and acquisition news about Silk Logistics (SLH). Tony delivers a comprehensive pulled pork on Plenti Group (PLT), a fintech P2P lender with strong metrics and a high QAV score. The show closes with riffs on Black Sabbath, AC/DC concerts, and French philosophy, including Montaigne and The Little Prince.
…
continue reading
361 episodes
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