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Konten disediakan oleh Tony Kynaston & Cameron Reilly, Tony Kynaston, and Cameron Reilly. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Tony Kynaston & Cameron Reilly, Tony Kynaston, and Cameron Reilly atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
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QAV 750 – Hello World

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Manage episode 454917919 series 3265303
Konten disediakan oleh Tony Kynaston & Cameron Reilly, Tony Kynaston, and Cameron Reilly. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Tony Kynaston & Cameron Reilly, Tony Kynaston, and Cameron Reilly atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
In this episode of QAV: Tony's recent golfing escapades and his upcoming move to Cape Schanck. We discuss ANZ's CEO change, reviewing the impact on the stock and the broader banking landscape, including concerns over market share and IT integration challenges. ABA's merger with MyState is analyzed for synergies and potential risks. There's an in-depth look at operating cash flows from Fleet Partners and whether it remains a QAV stock. The 'Pulled Pork' segment features Hello World Travel Limited, examining its financials and market position. Other topics include Boom Logistics' consolidation, commodities recovering thanks to China's statements, the RBA's interest rates decision, and Rule 1 sell strategies. The episode also includes reviews of recent media highlights, from cinema classics to new spy thrillers.
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Manage episode 454917919 series 3265303
Konten disediakan oleh Tony Kynaston & Cameron Reilly, Tony Kynaston, and Cameron Reilly. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Tony Kynaston & Cameron Reilly, Tony Kynaston, and Cameron Reilly atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
In this episode of QAV: Tony's recent golfing escapades and his upcoming move to Cape Schanck. We discuss ANZ's CEO change, reviewing the impact on the stock and the broader banking landscape, including concerns over market share and IT integration challenges. ABA's merger with MyState is analyzed for synergies and potential risks. There's an in-depth look at operating cash flows from Fleet Partners and whether it remains a QAV stock. The 'Pulled Pork' segment features Hello World Travel Limited, examining its financials and market position. Other topics include Boom Logistics' consolidation, commodities recovering thanks to China's statements, the RBA's interest rates decision, and Rule 1 sell strategies. The episode also includes reviews of recent media highlights, from cinema classics to new spy thrillers.
  continue reading

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