QAV Light Weekly Update — 31 August 2026
Happy Monday, Light Brigade! And a big welcome to all of our new members. It’s the last day of the month and it’s been a strong thirty days for our portfolios. From my quick check this morning: For August, QAV Light is up 7% vs the index up 2%. Somewhat...QAV Value Investing Buy List (AU) 2026-08-30
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...Do The Opposite — QAV Weekly Update 2026-08-28
Portfolio updates, myth killer, buy lists, and this week’s episode notes.
The Myth: Success in Investing is about Picking Winners
Another one of Morgan Housel’s “100 Little Ideas ” leaped out at me this week.
Double the Market, Half the Drama: QAV AU #934
This week it’s just the two of us, no guest, talking through a choppy market where BHP hits an all-time high, lithium makes a comeback, and the US government debt ticks past $40 trillion while Bessent scrambles to hold bond yields down. Tony does a Pulled...QAV Light Weekly Update — 24 August 2026
Happy Monday, Light Brigade! And a big welcome to all of our new members. My weekend was busy. The usual 4.5 hours of kung fu on Saturday. Watched a Mickey Rourke film from the late 90s I’d never seen (“Johnny Handsome”, directed by Walter Hill, “The...QAV Value Investing Buy List (AU) 2026-08-22
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...Works Both Ways — QAV Weekly Update 2026-08-21
Portfolio updates, myth killer, buy lists, and this week’s episode notes.
Works Both Ways
Morgan Housel has a blog post called [“100 Little Ideas”](https://collabfund.com/blog/100-little-ideas/). It’s a list of concepts from different fields that help explain how the world works, and number 52 on the list is ‘Feedback Loops’.