QAV Blog
Investing insights, podcast episodes, and market analysis.
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…
Don’t Overthink The Form Guide — QAV Weekly Update 2026-07-31
Portfolio updates, myth killer, buy lists, and this week’s episode notes.
Wild Lions and Zoo Animals: The Case for Skin in the Game: QAV AU #930
Episode Overview This week we sit down with Haren Bhakta, founder of insideownership.com and the newly launched OWN ETF, to dig into why founder-led, skin-in-the-game companies consistently outperform the…
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 Value Investing Buy List (AU) 2026-07-26
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:
No One Ever Went Broke Taking A Profit — QAV Weekly Update 2026-07-24
Portfolio updates, myth killer, buy lists, and this week’s episode notes.
From Value to Growth: NWH — QAV AU #929
Episode Overview This week we do a deep dive Pulled Pork on NRW Holdings (NWH), the Perth-based engineering and mining services contractor that has surged 123% in the past year and sits comfortably in a few of…
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…
QAV Value Investing Buy List (AU) 2026-07-19
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:


