Happy Monday, America (and non-Americans interested in the American stockmarket). And welcome to all of our new members. This is week 4 of the American version of QAV Light! If you have any questions, shoot me an email. All the best,Cameron -------------------...
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:...
In the first QAV America episode of 2026, Cameron and Tony reset the framework for the year ahead. With geopolitical shocks rattling oil markets, bullish Wall Street forecasts predicting another US equity rally, and political noise everywhere, the hosts reiterate the core QAV philosophy: ignore predictions, stick to the rules, and let disciplined process do the work. The episode’s deep dive focuses on XPLR Infrastructure (XIFR), a former income darling left for dead after cutting its dividend. Cameron unpacks the wreckage, tracing XIFR’s origins as a NextEra Energy yieldco, the collapse of its “cheap capital forever” model when interest rates rose, and why the market may now be pricing the stock as if its long-dated contracted cash flows don’t exist. The discussion weighs political risk, debt complexity, asset quality, and valuation extremes, before explaining why XIFR sits at the top of the current US QAV buy list and is being added to the live QAV Light portfolio.
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Timestamps & Topics (QAV episode)
00:00 – 03:00
Geopolitics, crude oil volatility, and why QAV tracks commodities as signals rather than predictions.
03:00 – 06:30
Wall Street forecasts for a 2026 rally. Why QAV ignores predictions and doubles down on rules-based discipline.
06:30 – 09:00
“Year of sticking to the rules.” Behavioural discipline as the real edge in investing.
09:00 – 11:00
Introducing the deep dive stock: XPLR Infrastructure (XIFR) and why it tops the US buy list.
11:00 – 16:30
XIFR’s origin story as a NextEra Energy yieldco. The “infinite money glitch” and how cheap capital powered growth.
16:30 – 21:30
What broke: rising interest rates, dividend suspension, investor revolt, and the stock price collapse.
21:30 – 26:30
Business model breakdown. Long-dated power purchase agreements, wind and solar assets, and why the cash flows didn’t disappear.
26:30 – 30:30
Trump, renewables, and political risk. Why sentiment may be a headwind but revenues are largely locked in.
30:30 – 34:30
Balance sheet repair. Asset sales, debt reduction, and why no dividend can be good news for value investors.
34:30 – 39:30
Key valuation metrics: price to operating cash flow, book value discount, dilution history, and QAV checklist scores.
39:30 – 42:30
Red flags and risks: complex financing, management execution, and why the stock still qualifies under QAV rules.
42:30 – 45:00
Portfolio update, recent performance versus the S&P 500, and adding XIFR to the QAV Light portfolio.
Portfolio updates, myth killer, buy lists, and last week’s episode notes.
Happy Wednesday, America (and non-Americans interested in the American stockmarket). And welcome to all of our new members. This is week 3 of the American version of QAV Light! If you have any questions, shoot me an email. All the best,Cameron ...
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:...
Portfolio updates, myth killer, buy lists, and last week’s episode notes.
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:...
In the final QAV America episode of 2025, Cameron and Tony reflect on a turbulent but revealing year for markets, value investing, and the QAV system. The conversation opens with a recap of US market conditions and the launch of QAV Light US, designed to give American listeners a live, transparent way to learn the QAV process through real weekly trades. Cameron then reviews the long-term performance of the US dummy portfolio, highlighting strong multi-year outperformance despite a difficult 2025 relative to the S&P 500.
The episode’s deep dive focuses on AMC Networks (AMCX)—a former prestige-TV powerhouse now trading at distressed valuations. The discussion traces AMC’s origins in the Dolan family’s cable empire, its golden era producing Mad Men, Breaking Bad, and The Walking Dead, and the brutal impact of cord-cutting on its business model. Cameron and Tony unpack why AMC is bleeding on earnings but still generating real cash, why the market hates it, and why it nonetheless tops the QAV buy list.
The episode closes with a broader discussion of cycles in investing, the importance of selling discipline, Tony’s emerging “Growth over PE” insight from Australian markets, and why patience with a rules-based system matters more than short-term performance.
Happy Monday, America. This is week 2 of the American version of QAV Light! If you have any questions, shoot me an email. All the best,Cameron ------------------- PORTFOLIO UPDATE Well the first week of QAV AMERICA LIGHT was pretty uneventful as you'd...