QAV Blog

Invest­ing insights, pod­cast episodes, and mar­ket analy­sis.

Lumpy Payback — QAV AU 915

Lumpy Payback — QAV AU 915

This week we dig into the chaos of Trump’s Strait of Hor­muz oil block­ade, and why the ASX is shrug­ging off the end of the world. Tony does a Pulled Pork on Perth prop­er­ty devel­op­er Peet (PPC) — a 130-year-old land syn­di­ca­tor with a Gold­man Sachs-dri­ven strate­gic review swirling around it — and we get a Stock Doc­tor data alert affect­ing 100+ div­i­­dend-pay­ing stocks that every QAV investor needs to know about. After hours: Rory McIl­roy at Augus­ta, John Can­dy, Otis Red­ding, and man­grove seeds.

QAV Light Weekly Update — 13 April 2026

QAV Light Weekly Update — 13 April 2026

Hap­py Mon­day, Light Brigade! And a big wel­come to all of our new mem­bers. Before we get into the buys and sells for this week, let’s catch up on the mar­ket and how our port­fo­lios have been doing. Mar­ket This Week (All Ordi­nar­ies) Aussie mar­ket had a sol­id week, up…

Dead Cat or Dead Cert? Navigating the March Sell-Off – QAV AU #914

Dead Cat or Dead Cert? Navigating the March Sell-Off – QAV AU #914

Every­thing fell off a cliff in March, and this week we spend a good chunk of the episode try­ing to fig­ure out which stocks have gen­uine­ly reestab­lished sen­ti­ment ver­sus which are just dead cat bounces. Plus we talk about ASIC want­i­ng more jail time for insid­er trad­ing, using Stock­o­pe­dia for buy­back met­rics, PNR’s hid­den annu­al report, Per­en­ti (PRN) CEO change, CGF (Chal­lenger Finan­cial) sell line check, and Tony does a Pulled Pork on Tow­er Lim­it­ed (TWR). After hours: horse rac­ing, Jeff Beck, Joni Mitchell, a Que­bec duo who speak in made-up space lan­guage, and Cameron built his own AI-pow­ered ebook read­er app.

QAV Light Weekly Update — 06 April 2026

QAV Light Weekly Update — 06 April 2026

Hap­py Mon­day, Light Brigade! And a big wel­come to all of our new mem­bers. As it’s a pub­lic hol­i­day the mar­ket won’t be open today. Mar­ket This Week (All Ordi­nar­ies) Despite all of the con­cerns about oil and Hor­muz and Trump’s con­tin­u­al threats (and swear­ing, that’s a…

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