QAV Blog
Investing insights, podcast episodes, and market analysis.
QAV Value Investing Buy List (AU) 2026-04-05
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:
QAV Weekly Update 2026-04-03
Portfolio updates, myth killer, buy lists, and last week’s episode notes.
Drilling for Dollars: BRK, the Strait of Hormuz, and America’s $41 Trillion Hole — QAV AU 913
Australian consumer confidence hits a 53-year low, the US Treasury’s own balance sheet revealing effective insolvency (liabilities nearly eight times assets), and the Iran war closing the Strait of Hormuz and sending aluminum prices surging 6%. A listener question from Darryl about buyback scoring. Tony delivers the episode’s Pulled Pork on **Brookside Energy (BRK)**, an ASX-listed, Oklahoma-based shale oil producer drilling in the Anadarko Basin. After hours covers Tony’s ChatGPT-powered horse racing scraper breakthrough, Cameron’s Nick Cave obsession, Apple TV’s *Friends & Neighbors*, and a recommendation for Seth Rogen’s time-travel comedy *Future Man*.
Light Trades 2026-03-31
Here’s what we’re trading today.
QAV Light Weekly Update — 30 March 2026
Happy Monday, Light Brigade! And a big welcome to all of our new members. Market This Week (All Ordinaries) The All Ordinaries continued to hum and haw last week, finishing up a little after a big dip early on, but then retreated again this morning, as the world…
QAV Value Investing Buy List (AU) 2026-03-29
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:
QAV Weekly Update 2026-03-27
Portfolio updates, myth killer, buy lists, and last week’s episode notes.
QAV AU #912 — Chicken Little
In episode 912 of QAV Australia (recorded 24 March 2026), Cameron and Tony open with geopolitical commentary on the Iran-US-Israel conflict and its impact on oil prices, before reassuring panicked listeners that market chaos is cyclical and the QAV rules — including the three-point trend line and Rule One sell signals — are designed exactly for moments like these. Tony delivers a deep-dive Pulled Pork on Karoon Energy (KAR), the upstream oil producer. Other stocks touched on include Viva Energy, Santos, Central Petroleum, Pepper Money (CGF’s revised lowball takeover offer), Harmony (HMY hitting a Rule One sell), and the messy Humm/Credit Corp takeover situation involving the Takeovers Panel. After hours, Tony recommends juggling comedian Michael Rayner (“The Broken Juggler”) and the political memoir *All’s Fair*, while Cameron raves about Jackie Chan’s *Police Story*, David Lynch’s obscure 1993 HBO miniseries *Hotel Room*, and the 1944 film *Gaslight*.
QAV Light Weekly Update #215
Happy Monday, Light Brigade! And a big welcome to all of our new members. Market This Week (All Ordinaries) The market had a challenging week, with the All Ordinaries declining 1.88% over the five-day period. Trump’s Iran adventure (not a war!) continues to create…


