QAV Blog

Invest­ing insights, pod­cast episodes, and mar­ket analy­sis.

QAV Club Weekly Update 2025-07-09

Jul 9, 2025 |

Hel­lo QAVvers Here’s my week­ly update. cheers Cam­Stock Analy­sis I did add FEX as a Light buy on Mon­day, so you can read my analy­sis of it here. It’s already a 3PTL though. BUY LIST Each week we pro­duce a buy list based on our val­ue invest­ing sys­tem that we share with…

QAV AU 826 — Soundtrack Legends to Stock Spreadsheets

QAV AU 826 — Soundtrack Legends to Stock Spreadsheets

Jul 2, 2025 | , , ,

In this episode of QAV, Cameron and Tony kick off the new finan­cial year with trib­utes to Lalo Schiffrin and Bill Moy­ers before div­ing into end-of-year port­fo­lio roundups. They com­pare the dum­my portfolio’s 19.87% gain against the STW’s 13.61%, dis­sect U.S. port­fo­lio returns ver­sus the S&P 500, and unpack Tony’s con­cen­trat­ed sev­en-stock strat­e­gy. Lis­ten­er Trent shares his 21% return con­fes­sion, there’s a debate on ditch­ing the Alt­man Z‑score in favour of the Piotros­ki F‑score. They then explore com­mod­i­ty dynam­ics and deep-dive into GR Engi­neer­ing Ser­vices (GNG) as their Pulled Pork pick, before wrap­ping up with cul­ture picks—from Nick Cage flops to Nina Simone grooves. 

QAV Club Weekly Update 2025-07-01

Jul 1, 2025 |

Hel­lo QAVvers Here’s my week­ly update and our EOFY results!  cheers Cam­Stock Analy­sis I did add QAN as a Light buy yes­ter­day, so you can read my analy­sis of it here.BUY LIST Each week we pro­duce a buy list based on our val­ue invest­ing sys­tem that we share with our QAV…

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