Lucky Smart – QAV Weekly Update 2026-09-18
Portfolio updates, myth killer, buy lists, and this week’s episode notes.
OMFG: Lending to the Other 100 Million Americans: QAV America #70
Episode Overview This week we dig into One Main Financial (OMF), one of America's biggest lenders to people the banks won't touch: 100 million non-prime Americans, 22.7% interest rates, and $2 billion in...
QAV America Light Update — 14 September 2026
Happy Monday, QAV America. And welcome to all of our new members. Market This Week (S&P 500) The S&P 500 fell 0.8% for the week ending September 11, closing at roughly 7,657: Oil extended gains through the week after surging past $100 per barrel on Middle East...
QAV Value Investing Buy List 2026-09-14
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:...
INVESTING AT THE SPEED OF LIGHT – QAV Weekly Update 2026-09-11
Portfolio updates, myth killer, buy lists, and this week’s episode notes.
The Only Hospital in Town: Ardent Health (ARDT) QAV America #69
Episode Overview This week we dig into Ardent Health (ARDT), a regional hospital operator running about 30 facilities across six US states, currently cheap enough to earn a solid QAV score despite a...
QAV America Light Update — 07 September 2026
Happy Monday (Australian time), QAV America. And welcome to all of our new members. More attacks in Hormuz, so expect the market to wobble this week. Let's see what we have to do. All the best,Cameron ------------------- PORTFOLIO UPDATE [qav_portfolio...
QAV Value Investing Buy List 2026-09-06
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:...
It Ain’t About Willpower – QAV Weekly Update 2026-09-04
Portfolio updates, myth killer, buy lists, and this week’s episode notes.
Sand Up Your Crack: The Last Frac Sand Company Standing: QAV America #68
This week we dig into Smart Sand (SND), the last frac sand company standing on the US exchanges, and try to figure out why a business that sells 500-million-year-old Wisconsin quartz to oil drillers has tripled its share price in under a year. Tony also shares some sharp thinking on why double market is basically the speed of light for investment returns, and we open with the usual chaos: Iran, oil prices, Venezuela, AI agents breaking out of sandboxes to hack each other, and Bill Gates ringing alarm bells that nobody wants to hear.