QAV Blog

Invest­ing insights, pod­cast episodes, and mar­ket analy­sis.

QAV AU 823

QAV AU 823

Jun 11, 2025 | , , ,

In this episode of QAV, Cameron and Tony kick off with a dis­cus­sion on the polit­i­cal ten­sion in the U.S. and what Trump’s moves with the Nation­al Guard might fore­shad­ow, then slide into seri­ous invest­ing updates. There’s news on Per­en­ti (PRN), NRW (NWH), and Fin­di (FND), with a nod to con­fus­ing results and sov­er­eign risks. Judo (JDO), BOQ, and QBE get cov­er­age too, as does the SOL–Brickworks merg­er and what it means for index fund flows. Cameron pon­ders the shock­ing long-term flat­line of Tel­stra (TLS), while Qan­tas (QAN) and Perseus (PRU) get some love for out­per­form­ing. Tony wraps up with a pulled pork on Fleet­wood (FWD), high­light­ing mod­u­lar hous­ing, min­ing vil­lage prof­its, and cap­i­tal risk. There’s also a review of the film _Ballerina_ and some off-top­ic Doc­tor Who and Shake­speare­an riff­ing.

QAV Club Weekly Update 2025-06-10

Jun 10, 2025 |

Hel­lo QAVvers Here’s my week­ly update. cheers Cam­Stock Analy­sis I did add WDS 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 Club mem­bers. The…

QAV America 008 — Huawei to Hell: Investing When the World’s Upside Down

QAV America 008 — Huawei to Hell: Investing When the World’s Upside Down

Jun 4, 2025 | , , , , ,

In this week’s QAV episode, we sit down with the ever-dash­ing Tobias Carlisle, founder of The Acquirer’s Fund (ZIG, DEEP), author of The Acquirer’s Mul­ti­ple, and deep val­ue mav­er­ick, to dis­sect the state of val­ue invest­ing in the era of AI-dri­ven hype. We cov­er the bru­tal cycles of deep val­ue, AI vs. human deci­­sion-mak­ing in funds, the mad­ness of quan­tum com­put­ing val­u­a­tions, and how Toby’s trip to Chi­na left him uncon­vinced by the West’s col­lapse nar­ra­tive. We also drill into oil, Ford ($F), and the impli­ca­tions of pas­sive investing’s stran­gle­hold on mar­ket direc­tion. Plus, Buf­fett wor­ship, civ­il war exit strate­gies, and why Amer­i­cans don’t get Aussie piss-tak­ing.

QAV AU 822 — Huawei to Hell: Investing When the World’s Upside Down

QAV AU 822 — Huawei to Hell: Investing When the World’s Upside Down

Jun 4, 2025 | , , ,

In this week’s QAV episode, we sit down with the ever-dash­ing Tobias Carlisle, founder of The Acquirer’s Fund (ZIG, DEEP), author of The Acquirer’s Mul­ti­ple, and deep val­ue mav­er­ick, to dis­sect the state of val­ue invest­ing in the era of AI-dri­ven hype. We cov­er the bru­tal cycles of deep val­ue, AI vs. human deci­­sion-mak­ing in funds, the mad­ness of quan­tum com­put­ing val­u­a­tions, and how Toby’s trip to Chi­na left him uncon­vinced by the West’s col­lapse nar­ra­tive. We also drill into oil, Ford ($F), and the impli­ca­tions of pas­sive investing’s stran­gle­hold on mar­ket direc­tion. Plus, Buf­fett wor­ship, civ­il war exit strate­gies, and why Amer­i­cans don’t get Aussie piss-tak­ing.

QAV Club Weekly Update 2025-06-03

Jun 3, 2025 |

Hel­lo QAVvers Here’s my week­ly update. cheers Cam­Stock Analy­sis I did add TWR as a Light buy today, 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 Club mem­bers. The…

Secret Link