QAV Blog
Investing insights, podcast episodes, and market analysis.
QAV America Light Update — 13 April 2026
Happy Monday (Australian time), QAV America. And welcome to all of our new members. Before we get into buys and sells for the week, let's catch up on the performance of the market and our portfolios. I'm writing this at 10:57 am Monday Australian Eastern time (Sunday...
QAV Value Investing Buy List 2026-04-12
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:...
QAV Weekly Update 2026-04-10
Portfolio updates, myth killer, buy lists, and last week’s episode notes.
QAV Value Investing Buy List 2026-04-03
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:...
Truck Sausage (CVGI) – QAV America #47
On this episode we do a deep dive on Commercial Vehicle Group (CVGI) — a boring-as-batsh*t truck cab outfitter that somehow jumped 20% the day after Cameron added it to the QAV Light portfolio. We also run through some big portfolio wins (Kodak up 47%, Zep up 326%, CEMEX up 100%), and Tony shares his takes on horse racing, Jeff Beck, and Moby’s new ambient record.
QAV America Light Update — 06 April 2026
Happy Monday, QAV America. And welcome to all of our new members. Market This Week (S&P 500) Despite all of the concerns about oil and Hormuz, the S&P 500 had a decent run, up about 1.6% over the five days. Started the week around 6,400, took a bit of a dive...
QAV Value Investing Buy List 2026-03-31
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 Weekly Update 2026-04-03
Portfolio updates, myth killer, buy lists, and last week’s episode notes.
Profiting from Chaos – QAV America 46
On this episode we dig into a week of market chaos, with our main US portfolio down 12% over 30 days but still up a healthy 83% since inception in September 2023 versus the S&P’s 42%. Then we get into a few stories, the US government insolvency (liabilities nearly 8x assets), the mysterious $500 million oil futures trade placed 15 minutes before Trump’s Iran announcement, and the aluminum supply chain crisis triggered by Iranian strikes on Middle East smelters. Then Cameron does a Pulled Pork deep dive on Pitney Bowes (PBI) — the century-old postage meter pioneer turned digital shipping play. After Hours wraps things up with Tony’s ChatGPT horse-racing automation breakthrough, Cameron’s AI-powered one-click podcast publishing workflow, and recommendations for Apple TV’s *Your Friends & Neighbors*, Seth Rogen’s *Future Man*, and Flea’s new jazz album featuring Nick Cave.