QAV AU 905 — Watering the Flowers
Wed Feb 04 2026
In this episode, Cameron and Tony navigate a complex week of market shifts, political manoeuvres, and a "Sell America" sentiment that continues to gain traction. The duo celebrates the massive success of **Duratec (DUR)**, which has tripled in value, and cover announcements from a range of buy list stocks. Tony provides a deep-dive "Pulled Pork" analysis of **CTI Logistics (CLX)**, highlighting its strong WA-based assets and unique property management strategy. The conversation also touches on the "disintermediation" of banks via Coinbase, the drama surrounding **HUMM Group’s** takeover panel objections, and a look at the potential economic impact of AI on wages.
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In this episode, Cameron and Tony navigate a complex week of market shifts, political manoeuvres, and a "Sell America" sentiment that continues to gain traction. The duo celebrates the massive success of **Duratec (DUR)**, which has tripled in value, and cover announcements from a range of buy list stocks. Tony provides a deep-dive "Pulled Pork" analysis of **CTI Logistics (CLX)**, highlighting its strong WA-based assets and unique property management strategy. The conversation also touches on the "disintermediation" of banks via Coinbase, the drama surrounding **HUMM Group’s** takeover panel objections, and a look at the potential economic impact of AI on wages.