TUSK – The Cobra’s Bite – QAV AMERICA 39

TUSK – The Cobra’s Bite – QAV AMERICA 39

by | Feb 13, 2026 | , , , ,

In this high-stakes episode, Cameron and Tony celebrate a “bonkers” run for the QAV America portfolio, which is currently outperforming the S&P 500 by nearly double. After reviewing news on Seneca Foods (SENEA) and the curious 15% share price drop for Regional Management (RM) following record earnings, the duo dives into the murky waters of Mammoth Energy Services (TUSK). What begins as a look at an energy services “roll-up” quickly transforms into a true-crime corporate thriller involving a $1.8 billion contract, a FEMA bribery scandal, and a forfeited 40-foot luxury catamaran. They analyze whether TUSK is a “mammoth in the making” or a “wild pig,” weighing its current status as a cash-heavy “stub” with zero debt against its history of “dirty stories” and its new pivot into aviation rentals and fiber optics.

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Episode Timestamps

[00:00:00] Intro: Market “conniptions” and the US sneezing on Australia.
[00:00:50] Portfolio Performance: The dummy portfolio hits 103% since inception (Highlights: WLFC, BLX, ESCA, GASS).
[00:05:40] Stock News: SENEA (Seneca Foods) Q3 results show improving margins.
[00:06:20] Stock News: RM (Regional Management) beats expectations but the share price craters.
[00:07:50] Deep Dive: TUSK (Mammoth Energy Services) 

QAV America Light Update #8

QAV America Light Update #8

by | Feb 11, 2026 | ,

Happy Tuesday, QAV America. And welcome to all of our new members. This is week 8 of the American version of QAV Light! I'm a day later than usual this week because I wanted to ask TK about this before I committed to it.  If you have any questions, shoot me an email....

EC: Pump and Dump – QAV AMERICA 38

EC: Pump and Dump – QAV AMERICA 38

by | Feb 6, 2026 | , , , ,

In this episode, Cameron and Tony navigate a turbulent week in the American markets, touching on the downturn of Bitcoin, gold, and the “Magnificent Seven” tech stocks. Despite the macro-volatility, they celebrate the continued outperformance of their US dummy portfolio, which has nearly doubled its value since September 2023. The conversation shifts to a critical look at “stores of value” like Bitcoin and gold, with Tony arguing that without an inherent way to calculate intrinsic value, these assets remain speculative “pump and dump” cycles. The centerpiece of the show is a deep dive into the Colombian oil giant, **Ecopetrol (EC)**. The duo explores its unique monopoly on Colombian pipelines and its strategic pivot into high-voltage electricity transmission, all while navigating the “magical realism” of Colombian politics, executive scandals involving “cost-plus” prostitution, and a president who hates the very oil industry his government owns.

QAV America Light Update #7

QAV America Light Update #7

by | Feb 2, 2026 | ,

Happy Monday, QAV America. And welcome to all of our new members. This is week 7 of the American version of QAV Light! If you have any questions, shoot me an email. All the best,Cameron   -------------------  PORTFOLIO UPDATE Well we're six weeks in, and the...

CHRD: The Williston Whale – QAV AMERICA 37

CHRD: The Williston Whale – QAV AMERICA 37

by | Jan 30, 2026 | , , , ,

In this episode of QAV America, Cameron and Tony navigate the extremes of global weather and market volatility. After discussing the impact of recent geopolitical “deals” on their US portfolios, they dive into a success story from the Bakken formation: **Chord Energy (CHRD)**. The conversation explores the “Shale 2.0” era, detailing how modern horizontal drilling and leaner capital structures have transformed former bankruptcy stories into cash-generating powerhouses. Tony provides a technical breakdown of Chord’s recent $11 billion acquisition of Enerplus and their shareholder-friendly policy of returning free cash flow through buybacks and dividends.

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