QAV Blog
Investing insights, podcast episodes, and market analysis.
QAV America Light Update #13
Happy Monday (Australian time), QAV America. And welcome to all of our new members. The market continues to be gassy, so we have to do some trading when the market opens on Monday. If you have any questions, shoot me an email. All the best,Cameron ...
QAV Weekly Update 2026-03-12
Portfolio updates, myth killer, buy lists, and last week’s episode notes.
Viagra for Value Investors (MUR) – QAV AMERICA 43
In this episode of QAV America, recorded on March 12, 2026, Cameron and Tony navigate a market defined by “Trump Chaos,” exploring how a rules-based system provides a psychological anchor during periods of high volatility. The duo discusses the fallout from trade tensions with Spain and the impact of attacks on Qatari LNG infrastructure on global energy prices. The “Pulled Pork” deep dive features **Murphy Oil (MUR)**, a 120-year-old company undergoing a radical transformation from a sprawling integrated petroleum giant into a streamlined, high-margin exploration and production play. Despite a “complexity discount” from the market, the hosts analyze Murphy’s aggressive shareholder return policy—dubbed “Viagra for Value Investors”—and its pivot toward deep-water assets in the “Gulf of Trump” and Vietnam.
QAV Value Investing Buy List 2026-03-08
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 #12
Happy Monday, QAV America. And welcome to all of our new members. As the chaos being caused by the United States is having geopolitical impacts around the world, it is, of course, also creating volatility in the stock market. Volatility isn't something that worries...
Drilling for Value (NBR) – QAV AMERICA 42
In this episode, recorded on March 3, 2026, Cameron and Tony navigate a “punch-drunk” week for the markets following the escalation of war in the Middle East. They discuss how the QAV system provides a stress-free mechanical roadmap—buy, sell, or hold—regardless of geopolitical chaos. The duo reviews the US portfolio’s impressive 106% gain since late 2023 and examines why shipping stocks like Euroseas (ESEA) and Danaos (DAC) are surprisingly resilient despite maritime blockades. The centerpiece is a “Pulled Pork” deep dive into **Nabors Industries (NBR)**, tracing its lineage from the legendary Guggenheim family’s Chilean nitrate empire to its modern status as a debt-laden, asset-rich “zombie” drilling for the Saudis. Finally, they touch on the “Maga My Man” PolyMarket scandal and the importance of letting a value portfolio “churn” through its duds to find the long-term winners.
QAV Weekly Update 2026-03-06
Portfolio updates, myth killer, buy lists, and last week’s episode notes.
QAV America Light Trading Update
Hi, QAV America. We have trading to do today. Details below. All the best,Cameron ------------------- SELLS VLRS VLRS (Volaris Aviation Holding Company) became a three point sell for us today after a...
QAV America Light Update #11
Happy Monday, QAV America. And welcome to all of our new members. Well… not much going on in the world that could affect the stock market. Just… missiles all over the Middle East. The Strait of Hormuz is closed again. Should be interesting to see what that does to the...