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...
by cjr_qavamerica | Jun 3, 2026 | America, Investing Podcast, Podcast Episodes, QAVUS, US Episode
This week we dig into why our US portfolios have taken a hit over the past month, with oil and shipping stocks giving back their war-premium gains as Middle East ceasefire hopes bleed the disruption out of the market. We also take a hard look at the US economy, the AI...
