QAV AU 828 — Buy List Vacation
In this episode of QAV, Cameron and Tony dissect a week full of market contradictions, surging portfolios, and cautionary tales. They kick off with the Chinese economic “collapse” that somehow boosted markets, then riff on Trump, Epstein, and MAGA meltdown. Tony shares updates on commodities (nearly everything is a buy again) and portfolio performance (the dummy portfolio’s had a gangbuster month). They debate confession season and buying rules before deep-diving into the week’s pulled pork on EDU Holdings — a microcap education stock with a wild backstory and solid numbers. Other topics include the First Guardian super debacle, the RBA’s surprise rate decision, the grift of anti-woke ETFs, ASX’s idea to allow dual-class shares, and Superman’s surprising return to form.
Light Trades 2025-07-16
Here’s what we’re trading today.
QAV Light Weekly Update #179
Here’s what we’re trading today.
QAV Value Investing Buy List (AU) 2025-07-14
Happy Stockmarket. Here is our 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 AU Buy List 2025-07-14 ...QAV AU 827 — Plenty of Value in Plenti
In Episode AU 827 of the QAV Investing Podcast, Cameron and Tony kick off with Trump’s latest tariff threats, predict (incorrectly) the RBA’s interest rate decision, and analyse the ASX’s reaction to overnight Wall Street moves. They discuss the impact of criminal allegations on G8 Education (GEM) staff, the 30% surge in Motorcycle Holdings (MTO), and acquisition news about Silk Logistics (SLH). Tony delivers a comprehensive pulled pork on Plenti Group (PLT), a fintech P2P lender with strong metrics and a high QAV score. The show closes with riffs on Black Sabbath, AC/DC concerts, and French philosophy, including Montaigne and The Little Prince.
QAV Club Weekly Update 2025-07-09
Hello QAVvers Here’s my weekly update. cheers Cam Stock Analysis I did add FEX as a Light buy on Monday, so you can read my analysis of it here. It’s already a 3PTL though. BUY LIST Each week we produce a buy list based on our value investing system...QAV Light Weekly Update #178
Here’s what we’re trading today.
QAV Value Investing Buy Lists (AU/US) 2025-07-06
Happy Stockmarket. Here are our buy lists 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 AU Buy List 2025-07-06 US LIST: QAV U.S....Light Trades 2025-07-04
Here’s what we’re trading today.