by cjr_qavamerica | Jul 16, 2026 | America, Investing Podcast, Podcast Episodes, QAVUS, US Episode
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. Cameron walks through the Javier Milei backstory, dead dogs, clones, chainsaw...
by cjr_qavamerica | Jul 9, 2026 | America, Investing Podcast, Podcast Episodes, QAVUS, US Episode
This week Cameron does a full Pulled Pork on F&G Annuities and Life (ticker: FG), a Des Moines-based annuities and retirement income company that’s been through four owners in 25 years, had its share price smashed 44% from peak, and is now sitting at a QAV...
by cjr_qavamerica | Jul 2, 2026 | America, Investing Podcast, Podcast Episodes, QAVUS, US Episode
This week we dig into Kohl’s (KSS), the mid-range American department store chain that fired its CEO after just 15 weeks on the job for running a secret sweetheart deal with a former romantic partner. Tony and Cam work through the QAV scorecard, weigh up the...
by cjr_qavamerica | Jun 26, 2026 | America, Investing Podcast, Podcast Episodes, QAVUS, US Episode
This week we dig into Carter Bankshares (CARE), a tiny Virginia community bank that got itself tangled up with a billionaire US senator, a Cold War bunker resort, and nearly $800 million in dodgy loans, then somehow came out the other side with $80 million in cash and...
by cjr_qavamerica | Jun 18, 2026 | America, Investing Podcast, Podcast Episodes, QAVUS, US Episode
This week we dig into the SpaceX IPO numbers and they are genuinely terrifying: a Pr/OpCaf of 1,750 times, a $4.9 billion net loss, and a total addressable market pulled straight from a science fiction novel. We also cover the US-Iran deal tanking oil prices and...
by cjr_qavamerica | Jun 10, 2026 | America, Investing Podcast, Podcast Episodes, QAVUS, US Episode
Episode Overview This week we sit down with Tobias Carlisle to dig into his new book, “Soldier of Fortune: Warren Buffett, Sun Tzu, and the Ancient Art of Risk-Taking.” Tobias walks us through three of Berkshire Hathaway’s most misunderstood...
