QAV Blog
Investing insights, podcast episodes, and market analysis.
QAV Light Weekly Update — 14 September 2026
Happy Monday, Light Brigade! And a big welcome to all of our new members. Well… I didn’t need to save Chrissy’s life again over the weekend, so I guess that makes it uneventful. Although she did manage to lock herself out on Sunday morning while Fox and I were at…
QAV Value Investing Buy List (AU) 2026-09-12
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: You can also view…
INVESTING AT THE SPEED OF LIGHT — QAV Weekly Update 2026-09-11
Portfolio updates, myth killer, buy lists, and this week’s episode notes.
The Gas Under Your Feet: Amplitude Energy and the Case for Boring Domestic Supply: QAV AU #946
Episode Overview This week we kick off with a riff on why being part of an investing community matters as much as any checklist, drawing a line from AA meetings to kung fu to keeping your portfolio away from…
QAV Light Weekly Update — 07 September 2026
Happy Monday, Light Brigade! And a big welcome to all of our new members. I hope all of the fathers had a pleasant Father’s Day. I had my normal Sunday chess breakfast with my sons, including Taylor who facetimed from LA. I played two games with Hunter, won the first,…
QAV Value Investing Buy List (AU) 2026-09-05
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: You can also view…
It Ain’t About Willpower — QAV Weekly Update 2026-09-04
Portfolio updates, myth killer, buy lists, and this week’s episode notes.
The Speed of Light: Why Double Market Is as Good as It Gets: QAV AU #945
On this week’s show, we cover the end of ASX reporting season, check in on the portfolios, and dig into why the Strait of Hormuz crisis hasn’t sent oil prices to the moon (yet). Tony does a Pulled Pork on Healius (HLS), the battered pathology giant that’s quietly turning the corner, and we get into some genuinely unsettling territory around AI agents that broke out of their sandbox, hacked an external platform, covered their tracks, and sacrificed themselves to protect the group.
QAV Light Mid-Week Update — 1 Sep 2026
Hello, Light Brigade! We have something to replace today. Details below. All the best,Cameron ——————- PORTFOLIO UPDATE All time, our QAV Light portfolio is up 20.50% versus the ASX 200’s 10.76%, which means we’re running at…