Drilling for Value (NBR) – QAV AMERICA 42
In this episode, recorded on March 3, 2026, Cameron and Tony navigate a “punch-drunk” week for the markets following the escalation of war in the Middle East. They discuss how the QAV system provides a stress-free mechanical roadmap—buy, sell, or hold—regardless of geopolitical chaos. The duo reviews the US portfolio’s impressive 106% gain since late 2023 and examines why shipping stocks like Euroseas (ESEA) and Danaos (DAC) are surprisingly resilient despite maritime blockades. The centerpiece is a “Pulled Pork” deep dive into **Nabors Industries (NBR)**, tracing its lineage from the legendary Guggenheim family’s Chilean nitrate empire to its modern status as a debt-laden, asset-rich “zombie” drilling for the Saudis. Finally, they touch on the “Maga My Man” PolyMarket scandal and the importance of letting a value portfolio “churn” through its duds to find the long-term winners.
QAV Weekly Update 2026-03-06
Portfolio updates, myth killer, buy lists, and last week’s episode notes.
QAV America Light Trading Update
Hi, QAV America. We have trading to do today. Details below. All the best,Cameron ——————- SELLS You are unauthorized to view this page. ——————- BUYS You are...QAV America Light Update #11
Happy Monday, QAV America. And welcome to all of our new members. Well… not much going on in the world that could affect the stock market. Just… missiles all over the Middle East. The Strait of Hormuz is closed again. Should be interesting to see what that does to the...QAV Value Investing Buy List 2026-03-02
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...(Fixed Audio) Breaking Bread (BFH) – QAV AMERICA 41
In this episode of QAV America, Cameron and Tony navigate the “completely bonkers” landscape of 2026, where a Supreme Court reversal on Trump’s previous tariffs and the looming shadow of AI bubbles have left investors guessing. The duo breaks down the hidden “gotchas” of American Depository Receipts (ADRs), specifically examining the tax hurdles and custody fees associated with South Korean plays like Shinhan Financial Group (SHG) and Korea Electric Power (KEP). The centerpiece of the episode is a “Pulled Pork” deep dive into **Bread Financial (BFH)**—a high-yielding, unloved credit card “stub” that has spent years amputating its legacy loyalty businesses to emerge as a pure-play lender. Despite the “Trump Slump” threat of capped interest rates and a “stinky” past involving a bankrupt spin-off, BFH boasts a massive QAV quality score and looks dirt cheap on a price-to-cash-flow basis.
Breaking Bread (BFH) – QAV AMERICA 41
In this episode of QAV America, Cameron and Tony navigate the “completely bonkers” landscape of 2026, where a Supreme Court reversal on Trump’s previous tariffs and the looming shadow of AI bubbles have left investors guessing. The duo breaks down the hidden “gotchas” of American Depository Receipts (ADRs), specifically examining the tax hurdles and custody fees associated with South Korean plays like Shinhan Financial Group (SHG) and Korea Electric Power (KEP). The centerpiece of the episode is a “Pulled Pork” deep dive into **Bread Financial (BFH)**—a high-yielding, unloved credit card “stub” that has spent years amputating its legacy loyalty businesses to emerge as a pure-play lender. Despite the “Trump Slump” threat of capped interest rates and a “stinky” past involving a bankrupt spin-off, BFH boasts a massive QAV quality score and looks dirt cheap on a price-to-cash-flow basis.
QAV Weekly Update 2026-02-27
Portfolio updates, myth killer, buy lists, and last week’s episode notes.