QAV Blog

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.

This week we do a full deep dive on BWLPG (ticker: BWLP), one of the world’s biggest LPG shippers, and why the Strait of Hormuz closure is sending their spot charter rates into the stratosphere. We also cover the bond market’s grim verdict on Trump’s economic record, oil heading toward $140 a barrel, and the fascinating story of Y.K. Pao, the banking clerk who built the largest privately held shipping fleet in history.