by cjr_qavamerica | Sep 7, 2025 | America, Blog, Investing Podcast, Podcast Episodes, QAVUS, US Episode
In this episode, Cameron and Tony dive into the turbulent world of tariffs, the performance of the QAV US portfolio, and Cameron’s “Pulled Pork” deep dive on Brazilian pulp and paper giant Suzano (SUZ). The discussion ranges from Trump’s tariffs being declared illegal, to the surprising success of companies like Zep (the smartwatch maker), Gray Media, and others. Cameron traces Suzano’s roots back to its immigrant founder, explores its dominance in eucalyptus pulp production, highlights both its financial strengths and ESG controversies, and weighs up risks like Brazil’s economic volatility and cyclical pulp prices. It’s a mix of global politics, investing fundamentals, and a surprising education in “fluff pulp.”
by cjr_qavamerica | Aug 29, 2025 | America, Blog, Investing Podcast, Podcast Episodes, QAVUS, US Episode
In this episode, Cameron and Tony dive deep into the US market’s latest moves following Jerome Powell’s comments at Jackson Hole, the surprising resilience of investor sentiment, and a look at how the QAV US portfolio continues to beat the S&P 500. They track the extraordinary rise of ZEPP (up 1,200% since Cameron’s July deep dive) and review other stocks they’ve covered, from Titan Machinery to Sasol. Cameron then takes us through a fascinating pulled pork on Kimball Electronics (KE), tracing its history from pianos and pipe organs to becoming a global contract electronics manufacturer. Along the way, Tony and Cameron unpack value investing lessons, the quirks of US versus Australian markets, and finish with a colourful chat about The Who, Leonard Cohen, Rip Torn, and China’s unique economic model.
by cjr_qavamerica | Aug 14, 2025 | America, Blog, Investing Podcast, Podcast Episodes, QAVUS, US Episode
In this episode of QAV America, Cam and Tony dig into the latest market moves, starting with the chaos in gold prices caused by unexpected US tariffs on Swiss gold imports. Cam reports on the strong performance of the QAV US portfolio—up nearly 64% since inception—highlighting big winners like ZEPP (+964% in a month), CX, IHS, and Orix. They cover portfolio changes, including selling OPHC and adding Jackson Financial (JXN), and discuss broader US economic news, including tariff extensions, inflation concerns, and Fed rate expectations. The centrepiece of the episode is Cam’s deep dive (“Pulled Pork”) on Titan Machinery (TITN), one of the largest US agricultural and construction equipment dealers. He breaks down the company’s history, revenue mix, recent financial challenges caused by the US farming downturn, and why it still scores well under the QAV system. After the investing talk, the “After Hours” segment touches on classic films, new TV shows, and even the Rumble in the Jungle.
by cjr_qavamerica | Aug 11, 2025 | Weekly Scorecards
Happy Stockmarket. Here is our U.S. market 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:...
by cjr_qavamerica | Aug 7, 2025 | America, Blog, Investing Podcast, Podcast Episodes, QAVUS, US Episode
In Episode 17 of QAV America, Cameron and Tony dive deep into the murky waters of the US media landscape with a pulled pork on Gray Television (GTN) — a classic “cigar butt” Berkshire-style stock that’s generating mountains of cash, trading at absurdly cheap levels, and doubling down on local television and film production while Wall Street yawns. They dissect Gray’s sprawling empire of local stations, film studios, and sports networks, and discuss how its political ad revenue, cash flow, and real estate assets might be wildly mispriced. It’s old media, new math, and some good old-fashioned cynicism.
