QAV America 15 – BHC – Dirty Drugs, Deeper Discount
July 24, 2025
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QAV America 14 – Sasol: The Value of Dirty Money
July 17, 2025
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QAV America 13 – Smartwatches, Smart Valuation
July 11, 2025
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QAV America 12.2 – Self-Coups and Steel Stocks
July 10, 2025
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QAV America 11 – The Tesla of Oil Rigs
June 27, 2025
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QAV America 10 – ORIX & The Japanese Conglomerate Discount: Value or Value Trap?
June 19, 2025
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QAV America 009 – Blame It on the Boogie
June 11, 2025
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QAV America 008 – Huawei to Hell: Investing When the World’s Upside Down
June 4, 2025
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QAV America 007 – Tariffs, Towers, and the Telco Gamble in Africa
May 30, 2025
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QAV AMERICA 006 – Blood on the Balance Sheet
May 21, 2025
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