Show Me the Incentive: KKR, Crescent Energy, and the Art of the Roll-Up: QAV America #67

by cjr_qavamerica | Aug 27, 2026 | America, Investing Podcast, Podcast Episodes, QAVUS, US Episode

This week we dive into a Pulled Pork on Crescent Energy (CRGY), a US onshore oil and gas roll-up play with KKR pulling the strings behind the scenes, and a compensation structure that would make Charlie Munger raise an eyebrow. We also run through portfolio updates,...

The Florida Slide: How a Five-Year-Old Insurer Is Beating Everyone at Their Own Game: QAV America #66

by cjr_qavamerica | Aug 20, 2026 | America, Investing Podcast, Podcast Episodes, QAVUS, US Episode

This week we dig into Slide Insurance Holdings (SLDE), a Florida home insurer that went from zero customers to half a million policies in a few years, and is somehow posting combined ratios that make every other insurer in the state look asleep at the wheel. We also...

Republic Airways (RJET): QAV America #65

by cjr_qavamerica | Aug 13, 2026 | America, Investing Podcast, Podcast Episodes, QAVUS, US Episode

This week we dig into Republic Airways Holdings (RJET), a regional airline contractor that flies for United, American, and Delta under their livery while keeping a remarkably low profile. Cameron runs through the full QAV numbers, which come out strong despite a...

Brazil’s Discount Bank – Banco Bradesco: QAV America #64

by cjr_qavamerica | Aug 6, 2026 | America, Investing Podcast, Podcast Episodes, QAVUS, US Episode

This week we dig into the colourful history of Banco Bradesco, the second-biggest private bank in Brazil and the top pick on our US buy list. Tony and Cameron run through the QAV numbers on BBDO, cover portfolio updates including a painful 23% drop in RM and a GASS...

Wild Lions and Zoo Animals: The Case for Skin in the Game: QAV America #63

by cjr_qavamerica | Jul 28, 2026 | America, Investing Podcast, Podcast Episodes, QAVUS, US Episode

This week we sit down with Haren Bhakta, founder of insideownership.com and creator of the Inside Ownership 100 index, to talk about why skin in the game matters more than almost any other factor in picking winning stocks. Haren walks us through the OWN ETF, his...

The Oil Is Ours: Petrobras (PBR): QAV America #62

by cjr_qavamerica | Jul 23, 2026 | America, Investing Podcast, Podcast Episodes, QAVUS, US Episode

This week we do a full pulled pork on Petrobras (PBR), the Brazilian oil giant that scored a perfect 100% QAV score and promptly got added to the Lite portfolio. Cameron takes Tony on a tour through Brazilian dictatorships, the “O Petróleo é Nosso” mass...