QAV Blog
Investing insights, podcast episodes, and market analysis.
QAVUS 002 – Markets Like Certainty
In this episode of the QAV US Edition, Cameron and Tony dive into the latest performance of the US portfolio, which continues to outpace the S&P 500 with a stunning 70% return. They break down the impact of Trump’s erratic trade policies on global markets, particularly the shipping industry, and reflect on how uncertainty is roiling investor sentiment. Cameron does a “Pulled Pork” deep dive into Mexican cement giant **Cemex (CX)** — a segment that unexpectedly transforms into a passionate, trivia-filled masterclass on the history, chemistry, and environmental impact of cement. They also touch on stock performance, issues with Stockopedia data accuracy, and the curious case of ethical awards for companies that belch CO₂.
QAVUS 001 – Rule-Based Investing
On our first U.S. episode, we talk about how the QAV (Quality At Value) investing system works, review our U.S. portfolio returns, and Tony does a deep dive on one of the stocks we own, Zim Integrated Shipping Services (NYSE:ZIM).