QAV Club Weekly Update 2025-05-27

Hel­lo QAVvers Here’s my week­ly update. cheers Cam Stock Analy­sis We’ve haven’t had to do much buy­ing in the last week, but I did add VVA 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...

Stock News 2025-05-27

ASX:ASG Title:ASG acquires Brighton Jaguar Land Rover — Autosports GroupIm­por­tance: 10/10Summary: ASG has acquired Brighton Jaguar Land Rover through its whol­ly owned subsidiary.Impact: This acqui­si­tion could sig­nif­i­cant­ly expand ASG’s...

QAV AMERICA 006 — Blood on the Balance Sheet

In this episode of **QAV Amer­i­ca**, Cameron and Tony dive into the volatile world of com­modi­ties, clas­sic val­ue invest­ing strate­gies, and a sur­pris­ing val­ue oppor­tu­ni­ty in **Ford Motor Com­pa­ny (F)**. They unpack how iron ore and wheat com­modi­ties are back in a buy state, dig into Rich Pzena’s invest­ing phi­los­o­phy from a **Tobias Carlisle** inter­view, and debate whether Ford is a deep val­ue play or a trap. With his­tor­i­cal nods to **Cis­co (CSCO)**, **GE (GE)**, and **U.S. Steel (X)**, the episode blends macro insights, per­son­al invest­ing war sto­ries, and a no-BS break­down of Ford’s finan­cials and risks.

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