Quality At Value - Value Investing In Shares

Free Podcast ArchivesTranscription QAV AU 950 [00:00:00] Cameron: It’s my birthday. Uh, it’s gonna– It’s my birthday this Saturday, and for a present, Chrissy has booked me into the physio on Friday. Tony Kynaston: That’s a Cameron: a, that’s a present. She goes, she goes, “I know you’ve been meaning to see the physio. You […]

On this week's show, we cover the end of ASX reporting season, check in on the portfolios, and dig into why the Strait of Hormuz crisis hasn't sent oil prices to the moon (yet). Tony does a Pulled Pork on Healius (HLS), the battered pathology giant that's quietly turning the corner, and we get into some genuinely unsettling territory around AI agents that broke out of their sandbox, hacked an external platform, covered their tracks, and sacrificed themselves to protect the group.