QAV Blog
Investing insights, podcast episodes, and market analysis.
The Asymmetry of Ruin – QAV Weekly Update 2026-06-05
Portfolio updates, myth killer, buy lists, and this week’s episode notes.
Anchored Down in Anchorage: NRIM – QAV America #55
Episode Overview This week we dig into why our US portfolios have taken a hit over the past month, with oil and shipping stocks giving back their war-premium gains as Middle East ceasefire hopes bleed...
QAV Value Investing Buy List 2026-05-31
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 America Light Update — 01 June 2026
Happy Monday (Australian time), QAV America. And welcome to all of our new members. I hope you had a great weekend. We went to see SPARKS in Brisbane on Saturday night and it was amazing! Terrific live show. Can’t believe the guys are still pulling it off in their...
The Macro Myth – QAV Weekly Update 2026-05-29
Portfolio updates, myth killer, buy lists, and this week’s episode notes.
Straw Mattress to Steel Bumper (MGA): QAV America #54
This week Cameron (with guest co-host Phil Muscatello from [Shares For Beginners](https://www.sharesforbeginners.com/)) runs a full QAV deep dive on Magna International (MGA), the Canadian-born automotive giant that quietly makes everything from your car door to the entire vehicle itself. They cover the wild founder story of Frank “Straw Mattress” Stronach, the EV overreach that cost the company over a billion dollars in writedowns, the tariff headache courtesy of Trump, and why the numbers are now looking good enough to add to the portfolio. Plus a quick look back at how previous stock picks from the show have performed, with NBR up 31% leading the charge.
QAV America Light Update — 25 May 2026
Happy Wednesday (Australian time), QAV America. And welcome to all of our new members. Market This Week (S&P 500) Looking at last week's 5-day chart, the S&P 500 had a solid week, up 0.88%. The index climbed from around 7,350 to finish at 7,474 - basically a...
QAV Value Investing Buy List 2026-05-24
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:...
The $75 Million Cafe – QAV Weekly Update 2026-05-22
Portfolio updates, myth killer, buy lists, and this week’s episode notes.