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QAV Blog

Invest­ing insights, pod­cast episodes, and mar­ket analy­sis.

Major Feelgood: QAV AU #924

On this week’s show, we wade through a big news cycle: the US-Iran peace deal that forced us to dump our oil stocks, the SpaceX IPO trad­ing at a jaw-drop­ping 1,750 times PROPCAF while los­ing mon­ey, and the brief Kore­an stock mar­ket cir­cuit break­er that felt a lit­tle…

QAV Light Weekly Update — 15 June 2026

Hap­py Mon­day, Light Brigade! And a big wel­come to our new mem­bers. Well it’s going to be a bit of a crazy week — with the news that Hor­muz might be open­ing up, crude oil has just become a sell and that’s trig­ger­ing sells in our port­fo­lio. But there’s not a lot of…

QAV Value Investing Buy List (AU) 2026-06-13

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:

Tobias Carlisle Soldier of Fortune: QAV AU #923

Episode Overview This week we catch up with Tobias Carlisle, who joins us to talk about his new book, Sol­dier of For­tune: War­ren Buf­fett, Sun Tzu, and the Ancient Art of Risk-Tak­ing. Tony and Cam quiz Toby on the three big Berk­shire deals the book dis­sects: the Gen­er­al…

QAV Light Weekly Update — 08 June 2026

Hap­py Mon­day, Light Brigade! And a big wel­come to new mem­bers. My week­end was pret­ty lazy com­pared to our usu­al stan­dard. Only two hours of kung fu on Sat­ur­day as both Fox and Chris­sy were sport­ing minor injuries and did­n’t want to over-do it. Chris­sy and I man­aged to…

QAV Value Investing Buy List (AU) 2026-06-05

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:

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