by Cameron | May 8, 2025 | America, Blog, Investing Podcast, Podcast Episodes, QAVUS, US Episode
In episode 4 of QAV America, Cameron and Tony dive into Warren Buffett’s retirement announcement, celebrating his monumental impact on value investing. They discuss his legacy, Berkshire Hathaway’s performance under his leadership, and his thoughts on the future of the U.S. and global markets. The episode includes personal reflections on Buffett’s influence, anecdotes from his annual meetings, and commentary on Berkshire’s strategic moves, like the recent reduction of its stake in Apple. Additionally, Tony provides a detailed analysis of the Canadian Imperial Bank of Commerce (CIBC, stock code CM), evaluating its recent performance and potential investment opportunities amidst global trade uncertainties.
by Cameron | May 2, 2025 | America, Blog, Investing Podcast, Podcast Episodes, QAVUS, US Episode
In this episode of QAV US Edition, Cameron and Tony dissect the chaos and opportunities in the US markets. They kick off by comparing the irrational optimism in the markets to political theater, dig into key differences between US and Australian financial regulations, and discuss how these differences impact value investing with their checklist model. Cameron shares the drama of a near-instant buy-and-sell on SK Telecom ($SKM) after a data breach, and delivers a “pulled pork” deep dive on Danaos Corporation ($DAC), a Greek-based container ship owner navigating choppy geopolitical waters and tariffs. The guys debate the impact of Trump’s trade war, share buybacks, and whether free cash flow even matters in value investing.
by Cameron | Mar 28, 2025 | America, Blog, Investing Podcast, Podcast Episodes, QAVUS, US Episode
In this episode of the QAV US Edition, Cameron and Tony dive into the latest performance of the US portfolio, which continues to outpace the S&P 500 with a stunning 70% return. They break down the impact of Trump’s erratic trade policies on global markets, particularly the shipping industry, and reflect on how uncertainty is roiling investor sentiment. Cameron does a “Pulled Pork” deep dive into Mexican cement giant **Cemex (CX)** — a segment that unexpectedly transforms into a passionate, trivia-filled masterclass on the history, chemistry, and environmental impact of cement. They also touch on stock performance, issues with Stockopedia data accuracy, and the curious case of ethical awards for companies that belch CO₂.
by Cameron | Mar 13, 2025 | America, Blog, Investing Podcast, Podcast Episodes, US Episode
On our first U.S. episode, we talk about how the QAV (Quality At Value) investing system works, review our U.S. portfolio returns, and Tony does a deep dive on one of the stocks we own, Zim Integrated Shipping Services (NYSE:ZIM).
