QAV America Pulled Pork Performance as of 2025-10-03
In each episode of QAV we do a pulled pork (deep dive) on one stock. Here’s an up-to-date list of the stocks we’ve done and how they have performed since we talked about them on the...QAV Value Investing Buy List 2025-08-26
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...QAV Value Investing Buy List 2025-08-11
Happy Stockmarket. Here is our U.S. market 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 – Portfolio Update
I had to sell our holding in ENIC today because it became a Rule 1 sell (ie dropped 20% below the price we bought it at). I replaced it with GTN, Gray Media. Gray Media, Inc., formerly Gray Television, Inc., is a multimedia company. The Company owns local television...QAV AMERICA 004 – Buffett’s Last Dance
In episode 4 of QAV America, Cameron and Tony dive into Warren Buffett’s retirement announcement, celebrating his monumental impact on value investing. They discuss his legacy, Berkshire Hathaway’s performance under his leadership, and his thoughts on the future of the U.S. and global markets. The episode includes personal reflections on Buffett’s influence, anecdotes from his annual meetings, and commentary on Berkshire’s strategic moves, like the recent reduction of its stake in Apple. Additionally, Tony provides a detailed analysis of the Canadian Imperial Bank of Commerce (CIBC, stock code CM), evaluating its recent performance and potential investment opportunities amidst global trade uncertainties.