QAV 820 — Wet Lettuce Watchdogs

by | May 20, 2025 | Australia, Blog, Investing Podcast, Podcast Episodes

In this episode, Cameron and Tony tack­le the polit­i­cal earth­quake caused by the breakup of Australia’s Fed­er­al Coali­tion, dig into the impli­ca­tions of the RBA’s lat­est rate cut, and explore how the U.S. cred­it down­grade might rip­ple through mar­kets. We hit hot top­ics from tax­ing unre­al­ized gains to a les­son in val­ue invest­ing resilience through the lens of a Tobias Carlisle inter­view with Rich Pzena. We close with a deep pulled pork on Cettire Ltd (CTT), the con­tro­ver­sial drop-ship­ping retail­er that’s either mis­un­der­stood genius or spec­u­la­tive flame­out. Plus: the ASX plays dumb, and Helen Mir­ren gets name-dropped twice.

QAV Club Weekly Update 2025-05-20

by | May 20, 2025 | Blog

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 FEX 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...

QAV AMERICA 005 — Cayman Schemes and Chilean Dreams

by | May 19, 2025 | America, Blog, Investing Podcast, Podcast Episodes, QAVUS, US Episode

In this episode of QAV Amer­i­ca, Cameron and Tony wres­tle with mar­ket chaos as the US–China trade war hits pause. Cameron shares the chal­lenges he faced cre­at­ing a US buy list, dig­ging into sev­er­al inter­est­ing (and occa­sion­al­ly sus­pi­cious) tick­ers: a mort­gage REIT, a Chi­nese fin­tech with a Cay­man shell, and an impres­sive­ly renew­able-heavy Chilean util­i­ty. They debate gov­er­nance red flags, explore deep val­ue bets ver­sus gut instinct, and exam­ine why Enel Chile (ENIC) might be qui­et­ly pow­er­ing the future.

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