by cjr_qavamerica | Feb 28, 2026 | America, Investing Podcast, Podcast Episodes, QAVUS, US Episode
In this episode of QAV America, Cameron and Tony navigate the “completely bonkers” landscape of 2026, where a Supreme Court reversal on Trump’s previous tariffs and the looming shadow of AI bubbles have left investors guessing. The duo breaks down the hidden “gotchas” of American Depository Receipts (ADRs), specifically examining the tax hurdles and custody fees associated with South Korean plays like Shinhan Financial Group (SHG) and Korea Electric Power (KEP). The centerpiece of the episode is a “Pulled Pork” deep dive into **Bread Financial (BFH)**—a high-yielding, unloved credit card “stub” that has spent years amputating its legacy loyalty businesses to emerge as a pure-play lender. Despite the “Trump Slump” threat of capped interest rates and a “stinky” past involving a bankrupt spin-off, BFH boasts a massive QAV quality score and looks dirt cheap on a price-to-cash-flow basis.
by cjr_qavamerica | Feb 25, 2026 | Blog, Weekly Scorecards
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...
by cjr_qavamerica | Feb 24, 2026 | Blog, Light
Happy Tuesday, QAV America. And welcome to all of our new members. This is week 10 of the American version of QAV Light. I was going to add the stock we profiled on this week’s podcast – BFH – until I double checked it yesterday and it was a...
by cjr_qavamerica | Feb 20, 2026 | America, Investing Podcast, Podcast Episodes, QAVUS, US Episode
In this episode of QAV America, Cameron and Tony navigate a volatile week in the US markets, lead by Ford’s staggering $8.2 billion loss for 2025 and their strategic retreat from full electrification. The duo reviews the impressive performance of their “deep dive” portfolio, noting that many previously analyzed stocks have seen triple-digit or high double-digit gains. The centerpiece of the episode is a “Pulled Pork” deep dive into **Shinhan Financial Group ($SHG)**, a South Korean banking giant. Despite a litany of scandals involving cartel-like collusion, fraud, and political instability in Korea, the hosts weigh the risks against the “Value Up” government catalyst that may finally unlock the company’s depressed valuation.
by cjr_qavamerica | Feb 17, 2026 | Blog, Light
Happy Monday, QAV America. And welcome to all of our new members. This is week 9 of the American version of QAV Light! I hesitated again this week before adding this stock to our portfolio, due to its many ongoing scandals. But I talked about it with TK today on the...
