QAV Club Weekly Update 2025-08-07

Hel­lo QAVvers Here’s my week­ly update. cheers Cam Stock Analy­sis I did an analy­sis of ERD last week, which you can read here.  BUY LIST Each week we pro­duce a buy list based on our val­ue invest­ing sys­tem that we share with our QAV Club mem­bers. The...

QAV AU 831 — A‑Musing

In episode 831 of QAV Aus­tralia, Cameron and Tony go into detailed dis­cus­sions on Beach Ener­gy (BPT), Plen­ti Group (PLT), Motor­cy­cle Hold­ings (MTO). They explore the state of gold and com­mod­i­ty sell rules, and whether young peo­ple are tru­ly worse off than boomers. Tony wraps up with a deep dive Pulled Pork on Vault Min­er­als (VAU), while Cam gets philo­soph­i­cal about AI and Epi­cure­an physics with a touch of Lucretius. It’s a jam-packed episode full of insights, laughs, and sharp invest­ing com­men­tary.

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