Misery Loves Company — QAV Weekly Update 2026-07-03
Portfolio updates, myth killer, buy lists, and this week’s episode notes.
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.
QAV Light Weekly Update — 29 June 2026
Happy Monday, Light Brigade! And a big welcome to all of our new members. Well it’s nearly the end of the financial year. Despite the recent market issues, it’s been a corker year for QAV members, and I hope you’ll all share your returns with me next...QAV Value Investing Buy List (AU) 2026-06-28
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...Light Trades 2026-06-25
Here’s what we’re trading today.
OIL THAT: QAV AU #925
This week we cover the Iran oil sanctions waiver and what it means for the oil price, plus debrief on selling our oil stocks (Karoon, Viva Energy, Brookside) ahead of what turned out to be a nasty drop. Tony does a Pulled Pork on ASX-listed labour hire and training firm Ashley Services Group (ASH), a thinly traded turnaround story with a strong owner-founder and a QAV score of 0.24. We also note the passing of Alan Greenspan, the Credit Corp / Humm deal falling apart, and end-of-financial-year portfolio numbers that have the dummy portfolio well ahead of the index.
QAV Light Weekly Update — 22 June 2026
Happy Monday, Light Brigade! And a big welcome to all of our new members. Well you didn’t need to be Nostradamus to predict Trump’s deal with Iran would fall apart pretty quickly, but even I didn’t expect it to happen within days. With the news today that...QAV Value Investing Buy List (AU) 2026-06-19
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...Rocket Man — QAV Weekly Update 2026-06-19
Portfolio updates, myth killer, buy lists, and this week’s episode notes.
Major Feelgood: QAV AU #924
On this week’s show, we wade through a big news cycle: the US-Iran peace deal that forced us to dump our oil stocks, the SpaceX IPO trading at a jaw-dropping 1,750 times PROPCAF while losing money, and the brief Korean stock market circuit breaker that felt a little too dotcom-era for comfort. Tony does a Pulled Pork on Suncorp Group, freshly returned to the buy list after divesting its banking arm to ANZ, and I run the numbers on the Dogs of the Dow versus QAV over five years.