Light Trades 2025-06-20
Here’s what we’re trading today.
QAV AU 824 — Charizards, Crypto & Capital Gains With Navarre Trousselot
In this special QAV episode, Cameron and Tony are joined by Navarre Trousselot, founder and CEO of Navexa, Australia’s homegrown portfolio tracking and tax-reporting platform. The episode kicks off with a charming tale of how Navarre’s first entrepreneurial venture was Pokémon card arbitrage as a 10-year-old, laying the groundwork for his investing instincts. The trio then explores the serious end-of-financial-year business: tax-loss harvesting, the nuances of capital gains strategies, and how Navexa’s AI-powered tax tools are evolving. Navarre shares exclusive insights from aggregated Navexa user data—what the top-performing portfolios look like, what they’re holding (spoiler: lots of Bitcoin), and how often they trade. The conversation wraps with some existential musing on crypto, AI, and investor psychology.
QAV Club Weekly Update 2025-06-17
Hello QAVvers Here’s my weekly update. cheers Cam Stock Analysis I did add KAR as a Light buy yesterday, so you can read my analysis of it here. BUY LIST Each week we produce a buy list based on our value investing system that we share with our QAV Club...QAV Light Weekly Update #175
Here’s what we’re trading today.