QAV Blog
Investing insights, podcast episodes, and market analysis.
QAV America Light Update — 07 September 2026
Happy Monday (Australian time), QAV America. And welcome to all of our new members. More attacks in Hormuz, so expect the market to wobble this week. Let's see what we have to do. All the best,Cameron ------------------- PORTFOLIO UPDATE [qav_portfolio...
QAV Value Investing Buy List 2026-09-06
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:...
It Ain’t About Willpower – QAV Weekly Update 2026-09-04
Portfolio updates, myth killer, buy lists, and this week’s episode notes.
Sand Up Your Crack: The Last Frac Sand Company Standing: QAV America #68
This week we dig into Smart Sand (SND), the last frac sand company standing on the US exchanges, and try to figure out why a business that sells 500-million-year-old Wisconsin quartz to oil drillers has tripled its share price in under a year. Tony also shares some sharp thinking on why double market is basically the speed of light for investment returns, and we open with the usual chaos: Iran, oil prices, Venezuela, AI agents breaking out of sandboxes to hack each other, and Bill Gates ringing alarm bells that nobody wants to hear.
QAV America Light Update — 31 August 2026
Happy Monday, QAV America. And welcome to all of our new members. Market This Week (S&P 500) The S&P 500 notched a winning week, closing Friday at 7,711.76, up roughly 0.5% from the prior week's close of 7,674.37: Fed Chair Kevin Warsh used his Jackson Hole...
QAV Value Investing Buy List 2026-08-31
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:...
Do The Opposite – QAV Weekly Update 2026-08-28
Portfolio updates, myth killer, buy lists, and this week’s episode notes.
Show Me the Incentive: KKR, Crescent Energy, and the Art of the Roll-Up: QAV America #67
This week we dive into a Pulled Pork on Crescent Energy (CRGY), a US onshore oil and gas roll-up play with KKR pulling the strings behind the scenes, and a compensation structure that would make Charlie Munger raise an eyebrow. We also run through portfolio updates, the Jackson Hole Symposium, fresh US sanctions on Iran and Canada, and a quick scorecard on 65 stocks covered since March 2025, with a 74% win ratio to show for it.
QAV America Light Update — 24 August 2026
Happy Monday, QAV America. And welcome to all of our new members. Market Last Week (S&P 500) The S&P 500 posted its first weekly loss since late July, closing Friday at around 7,674, down roughly 1.5% for the week: Surging Treasury yields and inflation fears...