QAV Value Investing Buy List (AU) 2026-05-09
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...QAV Weekly Update 2026-05-08
Portfolio updates, myth killer, buy lists, and this week’s episode notes.
Five Juicy Years: Gold, Oil, and the Art of Saying No – QAV AU #918
On this episode, Cam and Tony work through a busy news week — the ASX’s longest losing streak since 2018, oil prices going nuts, the UAE ditching OPEC, and Greg Abel’s first real run at the Berkshire AGM without Warren holding the mic. Tony does a Pulled Pork on Kaiser Reef (KAU), a small Aussie gold miner that went from explorer to profitable producer after snapping up the Henty Gold Mine in Tasmania — worth a look but it’s a Josephine right now. After hours: Wuthering Heights gets a surprise thumbs up from Tony, Cam can’t stop raving about the 1967 Lee Marvin noir Point Blank, and Nick Cave’s first novel gets a second read.
QAV Light Weekly Update — 04 May 2026
Happy Monday, Light Brigade! And a big welcome to all of our new members. It’s a public holiday in QLD today (Labour Day) but I’m working anyway, because podcasters don’t deserve any days off. Market This Week (All Ordinaries) Market had a pretty...QAV Value Investing Buy List (AU) 2026-05-03
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...QAV Weekly Update 2026-05-01
Portfolio updates, myth killer, buy lists, and this week’s episode notes.
Crash and Bash — QAV AU 917
On this episode we check in on the dummy portfolio (running at double the market over the last year), chat about the Trump assassination attempt security shambles, and Tony does a full Pulled Pork on AMA Group — Australia’s largest listed smash repairer, a turnaround story that’s clawing its way back to profitability after a brutal post-COVID debt hangover. We also cover the Joe Longo ASIC farewell, the SDI acquisition update, MMI’s share consolidation, and Greg Abel’s first Berkshire Hathaway letter.