QAV Blog
Investing insights, podcast episodes, and market analysis.
Light Trades 2026-06-04
Here’s what we’re trading today.
Beds, Banks and Bionic Men: WEB Travel in the AI Age: QAV AU #922
This week Tony’s back from the horse sales and dives straight into a Pulled Pork on WEB Travel Group, the B2B hotel bed-banking business spun out of the old Webjet. We also cover negative gearing changes and how they compare to what Paul Keating tried in the late…
Light Trades 2026-06-03
Here’s what we’re trading today.
QAV Light Weekly Update — 01 June 2026
Happy Monday, Light Brigade! And a big welcome to all of our new members. I hope you had a great weekend. We went to see SPARKS in Brisbane on Saturday night and it was amazing! Terrific live show. Can’t believe the guys are still pulling it off in their late 70s/early…
QAV Value Investing Buy List (AU) 2026-05-29
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:
The Macro Myth — QAV Weekly Update 2026-05-29
Portfolio updates, myth killer, buy lists, and this week’s episode notes.
Big River, Big Comeback (BRI): QAV AU #921
On this episode Cameron flies solo while Tony is down the Gold Coast doing something involving horses. He covers the market fallout from Trump’s surprise bombing of Iran, explains why he’s hitting pause on new buys through confession season, and does a Pulled Pork on…
QAV Light Weekly Update — 25 May 2026
Happy Monday, Light Brigade! And a big welcome to all of our new members. I hope you all had a great week. Chrissy and I watched BUGONIA on Netflix yesterday and really enjoyed it. Weird film. I thought it was highly original — until I discovered it was a remake of a…
QAV Value Investing Buy List (AU) 2026-05-24
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:



