QAV Blog

Invest­ing insights, pod­cast episodes, and mar­ket analy­sis.

QAV Light Weekly Update — 03 August 2026

QAV Light Weekly Update — 03 August 2026

Hap­py Mon­day, Light Brigade! And a big wel­come to all of our new mem­bers. As we are now in “Report­ing Sea­son”, I’m not going to be buy­ing any­thing until their reports come out. This is a prac­tice we start­ed in the last cou­ple of years as it became appar­ent that many…

QAV Light Weekly Update — 27 July 2026

QAV Light Weekly Update — 27 July 2026

Hap­py Mon­day, Light Brigade! And a big wel­come to all of our new mem­bers. Let me talk about some­thing — “lumpi­ness”. Yes, our returns are “lumpy”. That’s how sys­temic invest­ing works, folks. Some­one emailed me over the week­end say­ing they weren’t com­fort­able with the…

QAV Light Weekly Update — 20 July 2026

QAV Light Weekly Update — 20 July 2026

Hap­py Mon­day, Light Brigade! And a big wel­come to our new mem­bers. My NBN has been down all morn­ing, which has been hap­pen­ing more and more often since they “upgrad­ed” our node a cou­ple of months ago. So I’m sit­ting out­side on the deck, jacked into my phone, in…

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