by cjr_qavamerica | Jan 23, 2026 | America, Investing Podcast, Podcast Episodes, QAVUS, US Episode
In this episode of QAV America, Cameron and Tony navigate the complex intersections of the 2026 US economy, where the AI boom is currently offsetting the drag of ongoing tariffs. The duo explores the shifting AI landscape, notably Apple’s decision to build the next Siri on Google Gemini rather than homegrown technology, leaving significant questions about the future of OpenAI. The heart of the show is a “Pulled Pork” deep dive into **AMTD Idea Group (AMTD)**, a company with a fascinating Australian origin story involving the Commonwealth Bank. Despite trading at an unbelievable discount to book value (P/B 0.04), AMTD remains a polarizing prospect due to its controversial leadership under Calvin Choi, a bizarre “Spider Net” ecosystem, and a recent shift from Big Four auditors to a small regional firm in Singapore.
by cjr_qavamerica | Jan 20, 2026 | Blog, Light
Happy Monday, America (and non-Americans interested in the American stockmarket). And welcome to all of our new members. This is week 5 of the American version of QAV Light! We have something to sell this week – and something to replace it with. If you have...
by cjr_qavamerica | Jan 20, 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 16, 2026 | America, Investing Podcast, Podcast Episodes, QAVUS, US Episode
In this episode, Cameron and Tony range from bushfires in Australia to political pressure on the US Federal Reserve, before digging into portfolio performance and a detailed QAV-style teardown of Mexican ultra-low-cost airline Volaris (VLRS). They unpack why airlines keep showing up on the QAV America buy list, how VLRS built a Ryanair-style model aimed at converting long-haul bus travellers into flyers, and why the Pratt & Whitney GTF engine recall temporarily derailed the business. The discussion balances strong operating cash flow and a seasoned low-cost airline playbook against razor-thin margins, fuel price sensitivity, and the ever-present risks of airline investing.
by cjr_qavamerica | Jan 13, 2026 | Blog, Light
Happy Monday, America (and non-Americans interested in the American stockmarket). And welcome to all of our new members. This is week 4 of the American version of QAV Light! If you have any questions, shoot me an email. All the best,Cameron ...
