by cjr_qavamerica | Feb 6, 2026 | America, Investing Podcast, Podcast Episodes, QAVUS, US Episode
In this episode, Cameron and Tony navigate a turbulent week in the American markets, touching on the downturn of Bitcoin, gold, and the “Magnificent Seven” tech stocks. Despite the macro-volatility, they celebrate the continued outperformance of their US dummy portfolio, which has nearly doubled its value since September 2023. The conversation shifts to a critical look at “stores of value” like Bitcoin and gold, with Tony arguing that without an inherent way to calculate intrinsic value, these assets remain speculative “pump and dump” cycles. The centerpiece of the show is a deep dive into the Colombian oil giant, **Ecopetrol (EC)**. The duo explores its unique monopoly on Colombian pipelines and its strategic pivot into high-voltage electricity transmission, all while navigating the “magical realism” of Colombian politics, executive scandals involving “cost-plus” prostitution, and a president who hates the very oil industry his government owns.
by cjr_qavamerica | Feb 2, 2026 | Blog, Light
Happy Monday, QAV America. And welcome to all of our new members. This is week 7 of the American version of QAV Light! If you have any questions, shoot me an email. All the best,Cameron ——————- PORTFOLIO UPDATE Well...
by cjr_qavamerica | Feb 2, 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 | Jan 30, 2026 | America, Investing Podcast, Podcast Episodes, QAVUS, US Episode
In this episode of QAV America, Cameron and Tony navigate the extremes of global weather and market volatility. After discussing the impact of recent geopolitical “deals” on their US portfolios, they dive into a success story from the Bakken formation: **Chord Energy (CHRD)**. The conversation explores the “Shale 2.0” era, detailing how modern horizontal drilling and leaner capital structures have transformed former bankruptcy stories into cash-generating powerhouses. Tony provides a technical breakdown of Chord’s recent $11 billion acquisition of Enerplus and their shareholder-friendly policy of returning free cash flow through buybacks and dividends.
by cjr_qavamerica | Jan 28, 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...
