Podcast Episodes

QAV Podcast Episodes

Just the episodes, mate.

Blog Podcast Episodes

Bloomin’ Horrible: QAV America #75

Qualitas Ad Valorem Principia Mathematica: QAV America #74

Rent-a-Bank: QAV America #73

Glow With Passion: QAV America #72

You Can’t Stop The Fruiterer: Village Supermarket: QAV America #71

OMFG: Lending to the Other 100 Million Americans: QAV America #70

The Only Hospital in Town: Ardent Health (ARDT) QAV America #69

Sand Up Your Crack: The Last Frac Sand Company Standing: QAV America #68

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

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

Republic Airways (RJET): QAV America #65

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

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

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

Conan the Barbarian (TEO): QAV America #61

Guaranteed Returns (FG): QAV America #60

KSS Me, Darling – QAV America #59

The Bunker, the Billionaire, and the Bank That Cared (CARE): QAV America #58

AERO: The Mexican Airline

Tobias Carlisle, Soldier Of Fortune: QAV America #56

Anchored Down in Anchorage: NRIM – QAV America #55

Straw Mattress to Steel Bumper (MGA): QAV America #54

The Gas That Moves the World: BWLP – QAV America #53

PUMP AND DUMP – QAV America #52

THE HAUSBANK THAT CAME IN FROM THE COLD (DB) – QAV America #51

The $3.6 Billion Illusion (MRP) – QAV America #50

Subprime Time: Lending to America’s Underbanked at 36% APR – QAV America #49

Not Tom Selic (PAGS) – QAV America #48

Truck Sausage (CVGI) – QAV America #47

Profiting from Chaos – QAV America 46

We Press the Button on KODK – QAV America #45

The Crude and the Ruthless (GPRK) – QAV AMERICA 44

Viagra for Value Investors (MUR) – QAV AMERICA 43

Drilling for Value (NBR) – QAV AMERICA 42

(Fixed Audio) Breaking Bread (BFH) – QAV AMERICA 41

Breaking Bread (BFH) – QAV AMERICA 41

SHG – The Seoul of Value: QAV AMERICA 40

TUSK – The Cobra’s Bite – QAV AMERICA 39

EC: Pump and Dump – QAV AMERICA 38

CHRD: The Williston Whale – QAV AMERICA 37

AMTD: The Murky SpiderNet – QAV AMERICA 36

Flying at Bus Prices: Volaris (VLRS) – QAV AMERICA 35

Picking Through the Wreckage of XPLR Infrastructure (XIFR) – QAV AMERICA 34

The Walking Dead Investment: AMC Networks – QAV AMERICA #33

Ziff Davis: The Internet’s Invisible Toll Booth – QAV America #32

Vale – The World’s Largest Iron Ore Producer – QAV America #31

Leasing the Sky: AER – QAV America #30 (fixed)

KEP: Korea’s Cash-Gushing Nuclear Giant – QAV America #29

PCG – PG&E: Leading With Love – QAV America #28

MODG (Topgolf Callaway Brands) – QAV America #27

Flying on Points: American Airlines (AAL) – QAV America #26

Keep CALM and Trade On – QAV America #25

QAV America 24 – The Beauty of Boring: American Axle (AXL)

QAV America 23 – For-Profit Healthcare: CYH

QAV America 21 – MEOH: Diving Deep into the Methanol Market

QAV America 20 – From Fluff Pulp to Fortune: SUZ

QAV America 19 – From Pianos to Profits (KE)

QAV America 18 – Tractors and Ten-Baggers (TITN)

QAV America 17 – Gray Gold: Finding Value in America’s Forgotten TV Empire (GTN)

QAV America 16 – Seneca Foods – A Classic Value Buy

QAV America 15 – BHC – Dirty Drugs, Deeper Discount

QAV America 14 – Sasol: The Value of Dirty Money

QAV America 13 – Smartwatches, Smart Valuation

QAV America 12.2 – Self-Coups and Steel Stocks

QAV America 11 – The Tesla of Oil Rigs

QAV America 10 – ORIX & The Japanese Conglomerate Discount: Value or Value Trap?

QAV America 009 – Blame It on the Boogie

QAV America 008 – Huawei to Hell: Investing When the World’s Upside Down

QAV America 007 – Tariffs, Towers, and the Telco Gamble in Africa

QAV AMERICA 006 – Blood on the Balance Sheet

QAV AMERICA 005 – Cayman Schemes and Chilean Dreams

QAV AMERICA 004 – Buffett’s Last Dance

QAVUS 003 – Beware Greeks Bearing Ships

QAVUS 002 – Markets Like Certainty

QAVUS 001 – Rule-Based Investing