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QAV Blog

Invest­ing insights, pod­cast episodes, and mar­ket analy­sis.

QAV Light Mid-Week Update — 2026-10-14

Hel­lo, Light Brigade! We have some­thing to replace today. Details below. All the best, Cameron ——————- SELLS ——————- BUYS CURRENT HOLDINGS & HISTORICAL TRADES ——————- ** Please remem­ber to review our Buy­ing Guide­lines to under­stand…

The Tuck In: QAV AU #951

This week we kick off with birth­day pushups, AI solv­ing 722 maths the­o­rems in a day, and a gen­uine­ly alarm­ing bond mar­ket heat map from Tony cov­er­ing France, the US debt spi­ral, hedge funds swal­low­ing US Trea­suries, and what it all means for Aus­tralian investors. Tony…

QAV Light Weekly Update — 12 October 2026

Hap­py Mon­day, Light Brigade! And a big wel­come to all of our new mem­bers. I turned 56 over the week­end and ate too much. But I also trained for 5 hours on Sat­ur­day, so I don’t feel too guilty about it. In the news this morn­ing, I see that Iran has reject­ed Washington’s…

QAV Value Investing Buy List (AU) 2026-10-10

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. Hap­py Hunt­ing. AU LIST:

Bad News Is Often Good News: QAV AU #950

This week we hit episode 950 with a birth­day physio book­ing, Alan Kohler’s ABC retire­ment, and a crack­ing pulled pork on KMD Hold­ings (Kath­man­du, Rip Curl, Oboz) as Tony works through whether a bat­tered retail­er in a tough macro envi­ron­ment is a turn­around or a trap.…

QAV Light Weekly Update — 05 October 2026

Hap­py Mon­day, Light Brigade! And a big wel­come to all of our new mem­bers. Mar­ket This Week (All Ordi­nar­ies) The All Ordi­nar­ies edged up 0.10% for the week to close at 8,854.7, its first week­ly gain in five weeks: The RBA unan­i­mous­ly lift­ed the cash rate 25 basis points…

QAV Value Investing Buy List (AU) 2026-10-03

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. Hap­py Hunt­ing. AU LIST:

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