QAV Blog
Investing insights, podcast episodes, and market analysis.
Wild Lions and Zoo Animals: The Case for Skin in the Game: QAV America #63
Episode Overview This week we sit down with Haren Bhakta, founder of insideownership.com and creator of the Inside Ownership 100 index, to talk about why skin in the game matters more than almost any...
QAV America Light Update — 27 July 2026
Happy Monday (Australian time), QAV America. And welcome to all of our new members. Market This Week (S&P 500) The S&P 500 ended the week down 0.6%. Brent crude climbed above $100 a barrel for the first time since May, after Iran-backed Houthi forces attacked...
QAV Value Investing Buy List 2026-07-26
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:...
No One Ever Went Broke Taking A Profit – QAV Weekly Update 2026-07-24
Portfolio updates, myth killer, buy lists, and this week’s episode notes.
The Oil Is Ours: Petrobras (PBR): QAV America #62
Episode Overview This week we do a full pulled pork on Petrobras (PBR), the Brazilian oil giant that scored a perfect 100% QAV score and promptly got added to the Lite portfolio. Cameron takes Tony on a...
QAV America Light Update — 20 July 2026
Happy Monday (Australian time), QAV America. And welcome to all of our new members. Market This Week (S&P 500) The S&P 500 dropped roughly 1.6% for the week ending July 17, closing at 7,457.69: The major benchmarks all finished lower for the week, with the...
QAV Value Investing Buy List 2026-07-20
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:...
Be Like Water – QAV Weekly Update 2026-07-17
Portfolio updates, myth killer, buy lists, and this week’s episode notes.
Conan the Barbarian (TEO): QAV America #61
Episode Overview This week we do a full Pulled Pork on Telecom Argentina (TEO), a near-monopoly telco that owes much of its shine to one of the most unhinged political stories on the planet right now....