QAV Blog
Investing insights, podcast episodes, and market analysis.
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.
QAV America Light Update — 13 April 2026
Happy Monday (Australian time), QAV America. And welcome to all of our new members. Before we get into buys and sells for the week, let's catch up on the performance of the market and our portfolios. I'm writing this at 10:57 am Monday Australian Eastern time (Sunday...
QAV Value Investing Buy List 2026-04-12
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 2026-04-10
Portfolio updates, myth killer, buy lists, and last week’s episode notes.
QAV Value Investing Buy List 2026-04-03
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:...
Truck Sausage (CVGI) – QAV America #47
On this episode we do a deep dive on Commercial Vehicle Group (CVGI) — a boring-as-batsh*t truck cab outfitter that somehow jumped 20% the day after Cameron added it to the QAV Light portfolio. We also run through some big portfolio wins (Kodak up 47%, Zep up 326%, CEMEX up 100%), and Tony shares his takes on horse racing, Jeff Beck, and Moby’s new ambient record.
QAV America Light Update — 06 April 2026
Happy Monday, QAV America. And welcome to all of our new members. Market This Week (S&P 500) Despite all of the concerns about oil and Hormuz, the S&P 500 had a decent run, up about 1.6% over the five days. Started the week around 6,400, took a bit of a dive...
QAV Value Investing Buy List 2026-03-31
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:...
QAV Weekly Update 2026-04-03
Portfolio updates, myth killer, buy lists, and last week’s episode notes.