QAV Value Investing Buy List (AU) 2026-09-12
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 2026-07-12...INVESTING AT THE SPEED OF LIGHT — QAV Weekly Update 2026-09-11
Portfolio updates, myth killer, buy lists, and this week’s episode notes.
INVESTING AT THE SPEED OF LIGHT
This week I don’t really have a “myth killer”. It’s more of a “why is it so” Professor Julius Sumner Miller article.
The Gas Under Your Feet: Amplitude Energy and the Case for Boring Domestic Supply: QAV AU #946
This week we kick off with a riff on why being part of an investing community matters as much as any checklist, drawing a line from AA meetings to kung fu to keeping your portfolio away from crypto and Mag Seven hype. We dig into the macro picture:...QAV Light Weekly Update — 07 September 2026
Happy Monday, Light Brigade! And a big welcome to all of our new members. I hope all of the fathers had a pleasant Father’s Day. I had my normal Sunday chess breakfast with my sons, including Taylor who facetimed from LA. I played two games with Hunter, won...QAV Value Investing Buy List (AU) 2026-09-05
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 2026-07-12...It Ain’t About Willpower — QAV Weekly Update 2026-09-04
Portfolio updates, myth killer, buy lists, and this week’s episode notes.
Success is about willpower
This week’s myth: Investing success is about willpower.
The Speed of Light: Why Double Market Is as Good as It Gets: QAV AU #945
On this week’s show, we cover the end of ASX reporting season, check in on the portfolios, and dig into why the Strait of Hormuz crisis hasn’t sent oil prices to the moon (yet). Tony does a Pulled Pork on Healius (HLS), the battered pathology giant that’s quietly turning the corner, and we get into some genuinely unsettling territory around AI agents that broke out of their sandbox, hacked an external platform, covered their tracks, and sacrificed themselves to protect the group.