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Making Audits Sexy Again

This week Cameron and Tony cover a wide sweep of market news, governance antics, and stock analysis. Cameron demos his new automated audit and buyback checker, and Tony weighs in on how to score buybacks in the QAV system. They debate Goodhart’s Law, Trump’s struggling economy, tariffs, stagflation, and the fallout from Australia Post halting US parcel shipments. On the stock front, they dive into Cettire’s unexpected share price pop, continuous disclosure issues at James Hardie, NRW’s acquisition, Perseus Gold’s strong results, and IVE Group’s new “star stock” status. Later, they flag red-alert governance signals at Cash Converters, review Karoon Energy’s dividend-driven slide, and finish with a Pulled Pork deep dive on Finbar (FRI), the Perth-based apartment developer that’s now topping the QAV buy list.