QAV Blog
Investing insights, podcast episodes, and market analysis.
QAV Light Weekly Update — 24 August 2026
Happy Monday, Light Brigade! And a big welcome to all of our new members. My weekend was busy. The usual 4.5 hours of kung fu on Saturday. Watched a Mickey Rourke film from the late 90s I’d never seen (“Johnny Handsome”, directed by Walter Hill, “The Warriors”, “48…
QAV Value Investing Buy List (AU) 2026-08-22
Happy Stockmarket. Here is our Australian 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. AU LIST:
Works Both Ways — QAV Weekly Update 2026-08-21
Portfolio updates, myth killer, buy lists, and this week’s episode notes.
Alan Kohler Returns: Bubbles, Housing, and Why ETFs Won’t Save You — QAV AU #933
Episode Overview This week we sit down with Alan Kohler for his first return to the show since May 2019, covering everything from whether the ASX is in a bubble, to housing affordability, superannuation, and…
Why Aurizon (AZJ) fell 9.9%
AZJ became a three point sell for us today. Why? Aurizon reported a 24% jump in profit this morning and the stock fell 9.9%, $4.16 down to $3.75. The problem wasn’t last year. It was what they said about next year. They guided next year’s earnings to $1,725m to…
QAV Light Weekly Update — 17 August 2026
Happy Monday, Light Brigade! And a big welcome to all of our new members. My weekend involved 4.5 hours of kung fu on Saturday, and I started reading “Pale Fire” by Nabokov. Really enjoying it so far. Been struggling to find a novel I can really get into lately. Tried…
QAV Value Investing Buy List (AU) 2026-08-15
Happy Stockmarket. Here is our Australian 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. AU LIST:
The Cobra Effect — QAV Weekly Update 2026-08-14
Portfolio updates, myth killer, buy lists, and this week’s episode notes.
Flying Under the Radar: Alex Passmore, CEO, NMG — QAV AU #932
Episode Overview This week we sit down with Alex Passmore, CEO of New Murchison Gold (NMG), the only stock that made our buy list this week. Alex walks us through the Crown Prince open pit operation near Meekatharra, why NMG’s all-in sustaining costs look high…