QAV Blog
Investing insights, podcast episodes, and market analysis.
QAV America – Portfolio Update
I had to sell our holding in ENIC today because it became a Rule 1 sell (ie dropped 20% below the price we bought it at). I replaced it with GTN, Gray Media. Gray Media, Inc., formerly Gray Television, Inc., is a multimedia company. The Company owns local television…
QAV AMERICA 004 – Buffett’s Last Dance
In episode 4 of QAV America, Cameron and Tony dive into Warren Buffett’s retirement announcement, celebrating his monumental impact on value investing. They discuss his legacy, Berkshire Hathaway’s performance under his leadership, and his thoughts on the future of the…
QAVUS 003 – Beware Greeks Bearing Ships
In this episode of QAV US Edition, Cameron and Tony dissect the chaos and opportunities in the US markets. They kick off by comparing the irrational optimism in the markets to political theater, dig into key differences between US and Australian financial regulations,…
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…
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).