QAV Blog
Investing insights, podcast episodes, and market analysis.
The Oil Is Ours: Petrobras (PBR): QAV America #62
Episode Overview This week we do a full pulled pork on Petrobras (PBR), the Brazilian oil giant that scored a perfect 100% QAV score and promptly got added to the Lite portfolio. Cameron takes Tony on a...
QAV America Light Update — 20 July 2026
Happy Monday (Australian time), QAV America. And welcome to all of our new members. Market This Week (S&P 500) The S&P 500 dropped roughly 1.6% for the week ending July 17, closing at 7,457.69: The major benchmarks all finished lower for the week, with the...
QAV Value Investing Buy List 2026-07-20
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:...
Be Like Water – QAV Weekly Update 2026-07-17
Portfolio updates, myth killer, buy lists, and this week’s episode notes.
Conan the Barbarian (TEO): QAV America #61
Episode Overview This week we do a full Pulled Pork on Telecom Argentina (TEO), a near-monopoly telco that owes much of its shine to one of the most unhinged political stories on the planet right now....
QAV America Light Update — 13 July 2026
Happy Monday, QAV America. And welcome to all of our new members. Market This Week (S&P 500) The S&P 500 finished up 1.3% from last Friday, closing at 7,575.39, and now sits just 0.5% below its record close reached on June 2, 2026. The Dow, by contrast, fell...
QAV Value Investing Buy List 2026-07-12
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:...
Blackjack! – QAV Weekly Update 2026-07-10
Portfolio updates, myth killer, buy lists, and this week’s episode notes.
Guaranteed Returns (FG): QAV America #60
Episode Overview This week Cameron does a full Pulled Pork on F&G Annuities and Life (ticker: FG), a Des Moines-based annuities and retirement income company that's been through four owners in 25 years,...