QAV Blog

Invest­ing insights, pod­cast episodes, and mar­ket analy­sis.

QAV Light Week #43

Dec 5, 2022 | ,

Hel­lo QAV Light Brigade It’s anoth­er Mon­day. The AORD had yet anoth­er up week! It’s been head­ing back up since the begin­ning of Octo­ber, over two months, which looks like a trend to me.  Let’s have a look at how our port­fo­lios are doing and what we have to buy and…

QAV #547 — Crystal Balls

QAV #547 — Crystal Balls

Nov 30, 2022 | , ,

TK’s his­tor­i­cal returns; Pulled Pork kibosh on GNG; SKT con­sol­i­da­tion; SGM — Iron and Steel Scrap; Buf­fett explains his $750 mil­lion char­i­ta­ble dona­tion; RBA tak­ing a lot of heat; beware annu­alised fig­ures; Port­fo­lio update; QAN upgrades again; CLX Upgrades; Fixed loan rates; $250k deposit guar­an­tee; Pulled Pork on DDH

Transcript QAV #546

Nov 29, 2022 | ,

QAV 546 CLUB Sun, Nov 27, 2022 1:45PM • 1:05:10 Cameron  00:06 Wel­come back to QAV. This is episode 546. We’re record­ing this Tues­day the 22nd of Novem­ber 2022 at 1:42pm Bris­bane time, 2:42pm Syd­ney time. You’re back in Syd­ney, Tony? Tony  00:27 I…

QAV Weekly Update 2022-11-29

Nov 29, 2022 |

Hel­lo QAVvers It’s Tues­day again and time for my week­ly update. The AORD had a so-so week, fin­ish­ing up slight­ly from where we start­ed. I asked TK today why it went up so sud­den­ly today and he said some­thing to the effect of “that’s what mar­kets do”. 🙂 Let’s have a…

QAV Light Week #42

Nov 28, 2022 | ,

Hel­lo QAV Light Brigade It’s anoth­er Mon­day. The AORD had anoth­er pos­i­tive week.  Let’s have a look at how our port­fo­lios are doing and what we have to buy and sell today.   PORTFOLIO UPDATES 22.1 Port­fo­lio  As of this morn­ing, since incep­tion (18 April 2022,…

Transcript #545

Nov 22, 2022 | ,

QAV 545 CLUB Cameron  00:06 Wel­come back to QAV, TK. This is episode 545. This is Tues­day the 15th of Novem­ber. We’re record­ing this at 8:40am Bris­bane time, 9:40am Cape Schanck time, because we have a spe­cial guest we’re going to do an inter­view with a lit­tle bit…

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