QAV Blog
Investing insights, podcast episodes, and market analysis.
The $3.6 Billion Illusion (MRP) – QAV America #50
With our portfolio nearly double the S&P 500, we are diving deep into Millrose Properties (MRP) — a brand new REIT spun out of home builder Lennar that we decided did not pass the QAV sniff test. We dig into the weird world of land banking, shadow banking, private credit, and why a company can show $3.6 billion in operating cash flow while only pulling in $600 million in revenue.
QAV America Light Update — 29 April 2026
Happy Wednesday (Australian time), QAV America. And welcome to all of our new members. Sorry this edition is a little late - the stock I picked to review on the show this week turned out to be difficult to approve (listen to this week's show) so I had to pick an...
QAV Value Investing Buy List 2026-04-26
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:...
QAV Weekly Update 2026-04-24
Portfolio updates, myth killer, buy lists, and this week’s episode notes.
Subprime Time: Lending to America’s Underbanked at 36% APR – QAV America #49
On this episode we run through our latest portfolio numbers — the QAV dummy portfolio is up 115% since inception versus the S&P’s 60%, and some individual picks like Kodak and Scripps are going absolutely bananas. We dig into the week’s big news including the Iran war’s economic ripple effects, the tariff refund mess, and the Cal-Maine antitrust saga. Then Cameron does a full Pulled Pork on Oportun Financial (OPRT) — a subprime FinTech lender to underserved Latino communities that’s dirt cheap, freshly activist-investor-cleaned, and either a turnaround gem or a cautionary tale.
QAV America Light Update — 20 April 2026
Happy Monday, QAV America. And welcome to all of our new members. Market This Week (S&P 500) The Market's had a solid week, despite all of the uncertainty around the U.S. economy. The optimism is bizarre. But we make hay while the sun shines. All the best, Cameron...
QAV Value Investing Buy List 2026-04-19
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 Weekly Update 2026-04-17
Portfolio updates, myth killer, buy lists, and this week’s episode notes.
Not Tom Selic (PAGS) – QAV America #48
On this episode we dig into Trump’s claim that America doesn’t need the Strait of Hormuz — and why it’s complete nonsense once you look at where US refineries actually get their oil. We also run through the QAV America portfolio, which is up 113% since inception and 30% year-to-date, before Cameron does a deep dive on PagSeguro Digital (PAGS) — a Brazilian FinTech that’s basically PayPal meets Square meets a full digital bank, navigating 14.75% interest rates and 34 million customers in the favelas of Brazil.