by cjr_qavamerica | Oct 9, 2025 | America, Blog, Investing Podcast, Podcast Episodes, QAVUS, US Episode
In this episode of QAV America, Cameron and Tony review the US portfolio’s performance in 2025, which—despite lagging this year—is still well ahead of the S&P 500 since inception. They reflect on past stock picks, showing a mixed bag of winners and losers, before diving into this week’s “Pulled Pork”: Community Health Systems (NYSE: CYH). The discussion ranges from the messiness of America’s healthcare system to the company’s staggering debt load, CEO transition, scandals, and surprisingly strong cashflow. They weigh the risks (reimbursement uncertainty, capital raises, softening acuity mix) against the opportunities (deep undervaluation, strong operating cash generation, potential turnaround with new leadership). Along the way, they also touch on cultural differences in healthcare, Reddit debates about value investing, and how profit is often a “management decision,” while cashflow is the truer measure of resilience.
by cjr_qavamerica | Oct 3, 2025 | America, Blog, Investing Podcast, Podcast Episodes, QAVUS, US Episode
In this episode of QAV America, Cameron and Tony review the US portfolio’s performance in 2025, which—despite lagging this year—is still well ahead of the S&P 500 since inception. They reflect on past stock picks, showing a mixed bag of winners and losers, before diving into this week’s “Pulled Pork”: Community Health Systems (NYSE: CYH). The discussion ranges from the messiness of America’s healthcare system to the company’s staggering debt load, CEO transition, scandals, and surprisingly strong cashflow. They weigh the risks (reimbursement uncertainty, capital raises, softening acuity mix) against the opportunities (deep undervaluation, strong operating cash generation, potential turnaround with new leadership). Along the way, they also touch on cultural differences in healthcare, Reddit debates about value investing, and how profit is often a “management decision,” while cashflow is the truer measure of resilience.
by cjr_qavamerica | Oct 3, 2025 | Blog
In each episode of QAV we do a pulled pork (deep dive) on one stock. Here’s an up-to-date list of the stocks we’ve done and how they have performed since we talked about them on the...
by cjr_qavamerica | Sep 26, 2025 | 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 | Sep 15, 2025 | America, Blog, Investing Podcast, Podcast Episodes, QAVUS, US Episode
We discuss the latest U.S. economic slowdown, then pivot to a detailed portfolio update (US portfolio vs S&P 500). After a rapid recap of recent stock picks — from ZEPP to ZIM — we dive into a comprehensive analysis of Methanex (MEOH): its global footprint, methanol market dynamics, e-methanol shipping prospects, the Geismar 3 outage governance risk, and key valuation metrics.
