QAV Blog

Invest­ing insights, pod­cast episodes, and mar­ket analy­sis.

Transcript #549

Dec 20, 2022 | ,

QAV 549 CLUB Cameron  00:06 Wel­come back to QAV. This is episode 549, we’re record­ing this — well, we hope we’re record­ing it, we hope it’s work­ing — on Tues­day, the 13th of Decem­ber. This is our third attempt of record­ing this, this after­noon. Skype crashed on…

QAV Weekly Update 2022-12-20

Dec 20, 2022 |

Hel­lo QAVvers It’s Tues­day again and time for my week­ly update. The AORD con­tin­ued to slide this week, with the RBA inter­est rate rise and con­tin­ued fears of a glob­al reces­sion weigh­ing on investors’ minds.    Let’s have a look at the port­fo­lio and what we have…

What Is Intrinsic Value?

Dec 19, 2022 |

If you’re new to val­ue invest­ing, you’ll hear about “intrin­sic val­ue” a lot, because we only want to buy a stock if we think its price is low­er than its intrin­sic val­ue (eg we want to buy it at a dis­count). But what does the term “intrin­sic val­ue” mean from an…

QAV Light Week #45

Dec 19, 2022 | ,

Hel­lo QAV Light Brigade It’s anoth­er Mon­day. We had anoth­er dis­ap­point­ing week for the AORD. Talk about a glob­al reces­sion con­tin­ues. We, of course, don’t try to pre­dict the future. We just keep trad­ing based on the num­bers.  Let’s have a look at how our port­fo­lios…

QAV #549 — Windy and Wet

QAV #549 — Windy and Wet

Dec 14, 2022 | , ,

RBA and rates, Coal, Iron Ore and Gold are all buys, Port­fo­lio update, bank div­i­dends, Clough col­lapse and BPT, Pulled pork AGG, trail­ing stop loss­es, infla­tion­ary pres­sures, how TK comes up with hur­dle rates, C6C sell­ing it’s Aus­tralian assets, IRR v CAGR, share buy­backs, how to get to Berkshire’s 2023 AGM. Black­stone to lim­it redemp­tion requests, the impact of the gas price cap.

QAV Weekly Update 2022-12-13

Dec 13, 2022 |

Hel­lo QAVvers It’s Tues­day again and time for my week­ly update. Well… I had to go and shoot my big mouth off last week, say­ing that the upturn was look­ing like a trend… so the RBA need­ed to come along and ruin the par­ty. The AORD is still way up since the start of…

QAV Light Week #44

Dec 12, 2022 | ,

Hel­lo QAV Light Brigade It’s anoth­er Mon­day. Well it was­n’t the best week for The AORD! And today isn’t start­ing off any bet­ter. We can thank the RBA’s deci­sion to fur­ther increase inter­est rates.  Let’s have a look at how our port­fo­lios are doing and what we have to…

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