QAV Blog
Investing insights, podcast episodes, and market analysis.
Do The Opposite – QAV Weekly Update 2026-08-28
Portfolio updates, myth killer, buy lists, and this week’s episode notes.
Show Me the Incentive: KKR, Crescent Energy, and the Art of the Roll-Up: QAV America #67
Episode Overview This week we dive into a Pulled Pork on Crescent Energy (CRGY), a US onshore oil and gas roll-up play with KKR pulling the strings behind the scenes, and a compensation structure that...
QAV America Light Update — 24 August 2026
Happy Monday, QAV America. And welcome to all of our new members. Market Last Week (S&P 500) The S&P 500 posted its first weekly loss since late July, closing Friday at around 7,674, down roughly 1.5% for the week: Surging Treasury yields and inflation fears...
QAV Value Investing Buy List 2026-08-24
Happy Stockmarket. Here is our U.S. buy list for this week based on our value investing system. As always, please check our work, DYOR, consult a financial advisor before making any investing decisions. This list is available only to QAV Club members. US LIST:...
QAV America Light Update — 17 August 2026
Happy Friday, QAV America. We have something to sell. Details below. cheers Cameron SELLS...
Works Both Ways – QAV Weekly Update 2026-08-21
Portfolio updates, myth killer, buy lists, and this week’s episode notes.
The Florida Slide: How a Five-Year-Old Insurer Is Beating Everyone at Their Own Game: QAV America #66
Episode Overview This week we dig into Slide Insurance Holdings (SLDE), a Florida home insurer that went from zero customers to half a million policies in a few years, and is somehow posting combined...
QAV America Light Update — 17 August 2026
Happy Monday (Australian time), QAV America. And welcome to all of our new members. My weekend involved 4.5 hours of kung fu on Saturday, and I started reading "Pale Fire" by Nabokov. Really enjoying it so far. Been struggling to find a novel I can really get into...
QAV Value Investing Buy List 2026-08-18
Happy Stockmarket. Here is our U.S. buy list for this week based on our value investing system. As always, please check our work, DYOR, consult a financial advisor before making any investing decisions. This list is available only to QAV Club members. US LIST:...