QAV Weekly Update 2026-02-05
Portfolio updates, myth killer, buy lists, and last week’s episode notes.
QAV America Light Update #7
Happy Monday, QAV America. And welcome to all of our new members. This is week 7 of the American version of QAV Light! If you have any questions, shoot me an email. All the best,Cameron ——————- PORTFOLIO UPDATE Well...QAV Value Investing Buy List 2026-02-02
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...CHRD: The Williston Whale – QAV AMERICA 37
In this episode of QAV America, Cameron and Tony navigate the extremes of global weather and market volatility. After discussing the impact of recent geopolitical “deals” on their US portfolios, they dive into a success story from the Bakken formation: **Chord Energy (CHRD)**. The conversation explores the “Shale 2.0” era, detailing how modern horizontal drilling and leaner capital structures have transformed former bankruptcy stories into cash-generating powerhouses. Tony provides a technical breakdown of Chord’s recent $11 billion acquisition of Enerplus and their shareholder-friendly policy of returning free cash flow through buybacks and dividends.
QAV Weekly Update 2026-01-30
Portfolio updates, myth killer, buy lists, and last week’s episode notes.
QAV Value Investing Buy List 2026-01-25
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...QAV America Light Update #6
Happy Monday, QAV America. And welcome to all of our new members. This is week 6 of the American version of QAV Light! We have something to sell this week – and something to replace it with. If you have any questions, shoot me an email. All the best,Cameron...AMTD: The Murky SpiderNet – QAV AMERICA 36
In this episode of QAV America, Cameron and Tony navigate the complex intersections of the 2026 US economy, where the AI boom is currently offsetting the drag of ongoing tariffs. The duo explores the shifting AI landscape, notably Apple’s decision to build the next Siri on Google Gemini rather than homegrown technology, leaving significant questions about the future of OpenAI. The heart of the show is a “Pulled Pork” deep dive into **AMTD Idea Group (AMTD)**, a company with a fascinating Australian origin story involving the Commonwealth Bank. Despite trading at an unbelievable discount to book value (P/B 0.04), AMTD remains a polarizing prospect due to its controversial leadership under Calvin Choi, a bizarre “Spider Net” ecosystem, and a recent shift from Big Four auditors to a small regional firm in Singapore.
QAV Weekly Update 2026-01-22
Portfolio updates, myth killer, buy lists, and last week’s episode notes.