Light Trades 2026-07-08
Here’s what we’re trading today.
QAV Light Weekly Update — 06 July 2026
Happy Monday, Light Brigade! And a big welcome to all of our new members. Well it’s the start of a new financial year. What will happen? Will the AI bubble finally crash? Or will it continue to bubble? Nobody knows. Whatever happens, we just keep...QAV Value Investing Buy List (AU) 2026-07-05
Happy Stockmarket. Here is our Australian buy list for this week based on our value investing system. As always, please check our work, DYOR, consult a financial advisor before making any investing decisions. AU LIST: QAV AUSTRALIA BUY LIST...Boring Stocks, Bonkers Returns: QAV AU #926
On this week’s show we wrap up the financial year and the numbers are, frankly, bonkers: the AU model portfolio is up nearly 29% for the year, the Light portfolios are up nearly 36% as a group, and the US model is up 44% against a 20% S&P. Tony then does a Pulled Pork on EVZ Limited, a small engineering fabricator that has gone from 16 cents to 65 cents in 12 months and just landed on the buy list. We also get into the warning signs stacking up on Wall Street, from margin loans up 50% to the Bank of International Settlements calling out AI data centre spending as a potential GFC-style meltdown risk.