QAV Blog

Invest­ing insights, pod­cast episodes, and mar­ket analy­sis.

Major Feelgood: QAV AU #924

Major Feelgood: QAV AU #924

On this week’s show, we wade through a big news cycle: the US-Iran peace deal that forced us to dump our oil stocks, the SpaceX IPO trad­ing at a jaw-drop­ping 1,750 times PROPCAF while los­ing mon­ey, and the brief Kore­an stock mar­ket cir­cuit break­er that felt a lit­tle too dot­­com-era for com­fort. Tony does a Pulled Pork on Sun­corp Group, fresh­ly returned to the buy list after divest­ing its bank­ing arm to ANZ, and I run the num­bers on the Dogs of the Dow ver­sus QAV over five years.

QAV Light Weekly Update — 15 June 2026

QAV Light Weekly Update — 15 June 2026

Hap­py Mon­day, Light Brigade! And a big wel­come to our new mem­bers. Well it’s going to be a bit of a crazy week — with the news that Hor­muz might be open­ing up, crude oil has just become a sell and that’s trig­ger­ing sells in our port­fo­lio. But there’s not a lot of…

QAV Light Weekly Update — 08 June 2026

QAV Light Weekly Update — 08 June 2026

Hap­py Mon­day, Light Brigade! And a big wel­come to new mem­bers. My week­end was pret­ty lazy com­pared to our usu­al stan­dard. Only two hours of kung fu on Sat­ur­day as both Fox and Chris­sy were sport­ing minor injuries and did­n’t want to over-do it. Chris­sy and I man­aged to…

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