“This Time It’s Different”
There’s a line in investing, usually attributed to Sir John Templeton, that the four most expensive words in the English language are: _“This time it’s different.“_
Crash and Bash — QAV AU 917
On this episode we check in on the dummy portfolio (running at double the market over the last year), chat about the Trump assassination attempt security shambles, and Tony does a full Pulled Pork on AMA Group — Australia’s largest listed smash repairer, a turnaround story that’s clawing its way back to profitability after a brutal post-COVID debt hangover. We also cover the Joe Longo ASIC farewell, the SDI acquisition update, MMI’s share consolidation, and Greg Abel’s first Berkshire Hathaway letter.
QAV Light Weekly Update — 27 April 2026
Happy Monday, Light Brigade! And a big welcome to all of our new members. Market This Week (All Ordinaries) Markets had a pretty ordinary week, dropping about 1.8% as we can see from that steady downward slide. “A horror week in defensive stocks and a...QAV Value Investing Buy List (AU) 2026-04-25
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 Australia Buy List...Light Trades 2026-04-23
Here’s what we’re trading today.