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

by | Jun 4, 2025 | America, Investing Podcast, Podcast Episodes, QAVUS, US Episode

In this week’s QAV episode, we sit down with the ever-dashing Tobias Carlisle, founder of The Acquirer’s Fund (ZIG, DEEP), author of The Acquirer’s Multiple, and deep value maverick, to dissect the state of value investing in the era of AI-driven hype. We cover the brutal cycles of deep value, AI vs. human decision-making in funds, the madness of quantum computing valuations, and how Toby’s trip to China left him unconvinced by the West’s collapse narrative. We also drill into oil, Ford ($F), and the implications of passive investing’s stranglehold on market direction. Plus, Buffett worship, civil war exit strategies, and why Americans don’t get Aussie piss-taking.

QAV AMERICA 006 – Blood on the Balance Sheet

by | May 21, 2025 | America, Investing Podcast, Podcast Episodes, QAVUS, US Episode

In this episode of **QAV America**, Cameron and Tony dive into the volatile world of commodities, classic value investing strategies, and a surprising value opportunity in **Ford Motor Company (F)**. They unpack how iron ore and wheat commodities are back in a buy state, dig into Rich Pzena’s investing philosophy from a **Tobias Carlisle** interview, and debate whether Ford is a deep value play or a trap. With historical nods to **Cisco (CSCO)**, **GE (GE)**, and **U.S. Steel (X)**, the episode blends macro insights, personal investing war stories, and a no-BS breakdown of Ford’s financials and risks.

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