QAV Blog
Investing insights, podcast episodes, and market analysis.
QAV Value Investing Buy List (AU) 2025-09-22
Happy Stockmarket. Here are our Australian and American buy lists 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: …
QAV Club Weekly Update 2025-09-18
Portfolio updates, buy list, and last week’s episode notes.
Light Trades 2025-09-18
Here’s what we’re trading today.
QAV AU 837 — Buybacks, Breakthroughs & Boardroom Bombshells
This week Cameron and Tony cover a wide sweep of market news, governance antics, and stock analysis. Cameron demos his new automated audit and buyback checker, and Tony weighs in on how to score buybacks in the QAV system. They debate Goodhart’s Law, Trump’s struggling economy, tariffs, stagflation, and the fallout from Australia Post halting US parcel shipments. On the stock front, they dive into Cettire’s unexpected share price pop, continuous disclosure issues at James Hardie, NRW’s acquisition, Perseus Gold’s strong results, and IVE Group’s new “star stock” status. Later, they flag red-alert governance signals at Cash Converters, review Karoon Energy’s dividend-driven slide, and finish with a Pulled Pork deep dive on Finbar (FRI), the Perth-based apartment developer that’s now topping the QAV buy list.
QAV Light Weekly Update #188
Here’s what we’re trading today.
QAV Value Investing Buy List (AU) 2025-09-15
Happy Stockmarket. Here are our Australian and American buy lists 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. I have more news about the Australian list.…
QAV Club Weekly Update 2025-09-12
Portfolio updates, buy list, and last week’s episode notes.
Light Trades 2025-09-12
Here’s what we’re trading today.
QAV AU 836 — Making Audits Sexy Again
This week Cameron and Tony cover a wide sweep of market news, governance antics, and stock analysis. Cameron demos his new automated audit and buyback checker, and Tony weighs in on how to score buybacks in the QAV system. They debate Goodhart’s Law, Trump’s struggling economy, tariffs, stagflation, and the fallout from Australia Post halting US parcel shipments. On the stock front, they dive into Cettire’s unexpected share price pop, continuous disclosure issues at James Hardie, NRW’s acquisition, Perseus Gold’s strong results, and IVE Group’s new “star stock” status. Later, they flag red-alert governance signals at Cash Converters, review Karoon Energy’s dividend-driven slide, and finish with a Pulled Pork deep dive on Finbar (FRI), the Perth-based apartment developer that’s now topping the QAV buy list.

