QAV Blog
Investing insights, podcast episodes, and market analysis.
QAV Value Investing Buy List 2026-06-14
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 America Light Update — 15 June 2026
Happy Monday, QAV America. And welcome to our new members. Well it's a crazy day. The news of a deal over Hormuz has caused the oil price to drop and it has now become a three-point sell for us, which, for new members, means our rules trigger and we have to sell any...
The Fast and the Strong – QAV Weekly Update 2026-06-12
Portfolio updates, myth killer, buy lists, and this week’s episode notes.
Tobias Carlisle, Soldier Of Fortune: QAV America #56
Episode Overview This week we sit down with Tobias Carlisle to dig into his new book, "Soldier of Fortune: Warren Buffett, Sun Tzu, and the Ancient Art of Risk-Taking." Tobias walks us through three of Berkshire Hathaway's most misunderstood deals (General Re,...
QAV America Light Update — 08 June 2026
Happy Monday, QAV America. And welcome tour new members. Market This Week (S&P 500) The S&P 500 fell roughly 2-3% for the week, while the Nasdaq took a much harder hit, down almost 5%. Bit of a rough end to the week with tech stocks getting smashed and the war...
QAV Value Investing Buy List 2026-06-07
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:...
The Asymmetry of Ruin – QAV Weekly Update 2026-06-05
Portfolio updates, myth killer, buy lists, and this week’s episode notes.
Anchored Down in Anchorage: NRIM – QAV America #55
Episode Overview This week we dig into why our US portfolios have taken a hit over the past month, with oil and shipping stocks giving back their war-premium gains as Middle East ceasefire hopes bleed...
QAV Value Investing Buy List 2026-05-31
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:...