QAV Blog
Investing insights, podcast episodes, and market analysis.
QAV Light Weekly Update — 10 August 2026
Happy Monday, Light Brigade! And a big welcome to all of our new members. Market This Week (All Ordinaries) The All Ordinaries rose approximately 2.9% for the week to close around 9,445, its highest level on record. Oil prices eased on reports Iran and Oman agreed to…
QAV Value Investing Buy List (AU) 2026-08-09
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:
Count The ANDS
Portfolio updates, myth killer, buy lists, and this week’s episode notes.
Meet the Fokkers: Value Trap or Bargain of the Year?: QAV AU #931
Episode Overview This week Tony’s back from the Murray River, and we dive straight into the chaos: oil sliding on yet another Trump-Iran “peace deal”, the Japanese yen rescue and what it might mean for US bond…
QAV Light Weekly Update — 03 August 2026
Happy Monday, Light Brigade! And a big welcome to all of our new members. As we are now in “Reporting Season”, I’m not going to be buying anything until their reports come out. This is a practice we started in the last couple of years as it became apparent that many…
Don’t Overthink The Form Guide — QAV Weekly Update 2026-07-31
Portfolio updates, myth killer, buy lists, and this week’s episode notes.
Wild Lions and Zoo Animals: The Case for Skin in the Game: QAV AU #930
Episode Overview This week we sit down with Haren Bhakta, founder of insideownership.com and the newly launched OWN ETF, to dig into why founder-led, skin-in-the-game companies consistently outperform the…
QAV Light Weekly Update — 27 July 2026
Happy Monday, Light Brigade! And a big welcome to all of our new members. Let me talk about something — “lumpiness”. Yes, our returns are “lumpy”. That’s how systemic investing works, folks. Someone emailed me over the weekend saying they weren’t comfortable with the…
QAV Value Investing Buy List (AU) 2026-07-26
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:


