QAV Blog

Invest­ing insights, pod­cast episodes, and mar­ket analy­sis.

TK Journal 2020-07-06

Jul 6, 2020 | ,

South32 (S32) is added as a buy to the watch­list with a QAV score of 0.13 _______________________________________________________________________________________________________    

TK Journal 2020-07-03

Jul 3, 2020 | ,

AGD is now a Buy in the Watch­list with a QAV score of 0.39 _______________________________________________________________________________________________________

June 2020 Report

Jul 3, 2020 | , ,

While our port­fo­lio went down again in June, as the mar­kets woke up to the real­i­sa­tion that the econ­o­my might not bounce back from covid-19 as quick­ly as they hoped, we’re still out-per­form­ing the XAOA by a healthy mar­gin.

TK Journal 2020-07-02

Jul 2, 2020 | ,

Medusa Min­ing (MML) has reached it’s Buy price and is added to the watch­list with a QAV score of 0.38 _______________________________________________________________________________________________________ I ran my SD fil­ter for QAV again today as I was ready to buy a…

TK Journal 2020-07-01

Jul 1, 2020 | ,

_______________________________________________________________________________________________________ Add Laneway Resources (LNY) to the stock jour­nal. It is a very small cap com­pa­ny and is just above its 3PTL buy price. How­ev­er, it has a QAV score of 0.32 and is…

Sydney Dinner June 2020

Jul 1, 2020 |

We had our sec­ond QAV Club din­ner in Syd­ney in June 2020. Great con­ver­sa­tions, a lot of laughs, some hot gos­sip, and a lit­tle bit of a chat about invest­ing. Thanks to Paul, Eleni, Cam and Andrew for mak­ing it a spe­cial night.

QAV S03E25 — The Fudge

Jun 29, 2020 | ,

On this episode we talk about Tony’s recent jour­nal entries regard­ing ADH, WSA and SFR, then we answer your ques­tions about why we might invest in com­pa­nies with poor finan­cial health scores on Stock Doc­tor; why Tony isn’t a “range trad­er”; how Tony would start a new fund with only $10K; whether or not we should wait until report­ing sea­son before invest­ing; def­i­n­i­tions of “pos­i­tive sen­ti­ment”; and the cur­rent takeover of IFN.

TK Journal 2020-06-27

Jun 27, 2020 | ,

Great anal­o­gy from Ralph Wanger in the bold at the start of this piece from Straw­man. “[There’s] an excitable dog on a very long leash in New York City, dart­ing ran­dom­ly in every direc­tion. The dog’s own­er is walk­ing from Colum­bus Cir­cle, through Cen­tral Park, to the…

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