by cjr_qavamerica | May 7, 2026 | America, Investing Podcast, Podcast Episodes, QAVUS, US Episode
This week we run through a stack of Pulled Pork results that are absolutely cooking — Pitney Bowes up 40%, Eastman Kodak up 81%, and the US dummy portfolio now sitting at 110% since inception versus the S&P’s 62%. Then Cam does a deep dive on Deutsche Bank — 156 years old, scandal-ridden, and somehow posting their best year ever. Plus Spirit Airlines collapses, the Iran War drags into its ninth week, and Ford beats estimates by three times but still slides.
by cjr_qavamerica | May 4, 2026 | Blog, Light
Happy Monday (Australian time), QAV America. And welcome to all of our new members. Market This Week (S&P 500) Looks like the S&P 500 had another decent week, up just under 1% based on that green badge. Is the demise of Spirit Airlines a sign of things to...
by cjr_qavamerica | May 4, 2026 | Blog, Weekly Scorecards
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by cjr_qavamerica | Apr 30, 2026 | America, Investing Podcast, Podcast Episodes, QAVUS, US Episode
With our portfolio nearly double the S&P 500, we are diving deep into Millrose Properties (MRP) — a brand new REIT spun out of home builder Lennar that we decided did not pass the QAV sniff test. We dig into the weird world of land banking, shadow banking, private credit, and why a company can show $3.6 billion in operating cash flow while only pulling in $600 million in revenue.
by cjr_qavamerica | Apr 29, 2026 | Blog, Light
Happy Wednesday (Australian time), QAV America. And welcome to all of our new members. Sorry this edition is a little late – the stock I picked to review on the show this week turned out to be difficult to approve (listen to this week’s show) so I had to...
