QAV America 009 — Blame It on the Boogie

by | Jun 11, 2025 | America, Blog, Investing Podcast, Podcast Episodes, QAVUS, US Episode

In this episode of QAV Amer­i­ca, Cameron and Tony dis­sect the sur­pris­ing fun­da­men­tals of Jack­son Finan­cial (NYSE: JXN) — a life insur­ance and annu­ities com­pa­ny that’s qui­et­ly throw­ing off “truck­loads of cash” despite con­fus­ing account­ing quirks. Cameron explores the company’s back­sto­ry (strange­ly has noth­ing to do with the Jack­son 5), explains its spin-off from Pru­den­tial, and strug­gles to under­stand how inter­est rates and rein­sur­ance affect its bot­tom line. Tony weighs in on debt man­age­ment, actu­ar­i­al com­plex­i­ty, and where annu­ity prod­ucts fit in the spec­trum of retire­ment options. They also touch on the con­tro­ver­sial new U.S. tax on for­eign investors (with impli­ca­tions for Aussie super funds), and deliv­er a per­for­mance update on the QAV U.S. port­fo­lio — up a stag­ger­ing 54% since incep­tion. This episode is nerdy, weird, and fun­ny as hell.

QAV AU 823

by | Jun 11, 2025 | Australia, Blog, Investing Podcast, Podcast Episodes

In this episode of QAV, Cameron and Tony kick off with a dis­cus­sion on the polit­i­cal ten­sion in the U.S. and what Trump’s moves with the Nation­al Guard might fore­shad­ow, then slide into seri­ous invest­ing updates. There’s news on Per­en­ti (PRN), NRW (NWH), and Fin­di (FND), with a nod to con­fus­ing results and sov­er­eign risks. Judo (JDO), BOQ, and QBE get cov­er­age too, as does the SOL–Brickworks merg­er and what it means for index fund flows. Cameron pon­ders the shock­ing long-term flat­line of Tel­stra (TLS), while Qan­tas (QAN) and Perseus (PRU) get some love for out­per­form­ing. Tony wraps up with a pulled pork on Fleet­wood (FWD), high­light­ing mod­u­lar hous­ing, min­ing vil­lage prof­its, and cap­i­tal risk. There’s also a review of the film _Ballerina_ and some off-top­ic Doc­tor Who and Shake­speare­an riff­ing.

QAV Club Weekly Update 2025-06-10

by | Jun 10, 2025 | Blog

Hel­lo QAVvers Here’s my week­ly update. cheers Cam Stock Analy­sis I did add WDS 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...
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