QAV Blog

Invest­ing insights, pod­cast episodes, and mar­ket analy­sis.

QAV Club Weekly Update 2025-08-07

Aug 7, 2025 |

Hel­lo QAVvers Here’s my week­ly update. cheers Cam­Stock Analy­sis I did an analy­sis of ERD last week, which you can read here. BUY LIST Each week we pro­duce a buy list based on our val­ue invest­ing sys­tem that we share with our QAV Club mem­bers. The intend­ed pri­ma­ry…

QAV AU 831 — A‑Musing

QAV AU 831 — A‑Musing

Aug 5, 2025 | , , ,

In episode 831 of QAV Aus­tralia, Cameron and Tony go into detailed dis­cus­sions on Beach Ener­gy (BPT), Plen­ti Group (PLT), Motor­cy­cle Hold­ings (MTO). They explore the state of gold and com­mod­i­ty sell rules, and whether young peo­ple are tru­ly worse off than boomers. Tony wraps up with a deep dive Pulled Pork on Vault Min­er­als (VAU), while Cam gets philo­soph­i­cal about AI and Epi­cure­an physics with a touch of Lucretius. It’s a jam-packed episode full of insights, laughs, and sharp invest­ing com­men­tary.

QAV Club Weekly Update 2025-07-30

Jul 30, 2025 |

Hel­lo QAVvers Here’s my week­ly update. cheers Cam­Stock Analy­sis I did an analy­sis of BWN on Mon­day, so you can read my analy­sis of it here. Tony also cov­ered it as his pulled pork on episode 830, too. BUY LIST Each week we pro­duce a buy list based on our val­ue…

QAV AU 830 — Bhagwan Kynaston

QAV AU 830 — Bhagwan Kynaston

Jul 30, 2025 | , , ,

In this episode of QAV Aus­tralia, Tony and Cam dive into the unex­pect­ed res­ig­na­tion of Mac­quar­ie Group’s CFO, the per­for­mance of Fortes­cue Met­als Group, and delve into the spec­u­la­tions about cost-cut­t­ing mea­sures in the ASX 200. In the ‘Pulled Pork’ sec­tion, they high­light a new addi­tion to the buy list, Bhag­wan Marine, dis­cussing its oper­a­tional his­to­ry, growth poten­tial, and QAV met­rics. The after-hours seg­ment fea­tures a live­ly debate on Triple J’s Top 100 Aus­tralian tracks of all time.

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