QAV America Light Update — 13 May 2026
Happy Wednesday (Australian time), QAV America. And welcome to all of our new members. A slight delay getting my Light update out this week, because I wasn’t convinced about the stock that the system through up on Monday and wanted to run it past Tony, which I...QAV Value Investing Buy List 2026-05-10
This section is for QAV Club Members only. Register for your 14-day free QAV Club trial here. If you're already a QAV Club member and seeing this message, please login via the top menu. If you're a QAV Light member who wants to upgrade to QAV Club, go to your Account...THE HAUSBANK THAT CAME IN FROM THE COLD (DB) – QAV America #51
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.