QAV Blog

Invest­ing insights, pod­cast episodes, and mar­ket analy­sis.

QAV America 007 — Tariffs, Towers, and the Telco Gamble in Africa

QAV America 007 — Tariffs, Towers, and the Telco Gamble in Africa

May 30, 2025 | , , , , ,

In Episode 7 of QAV Amer­i­ca, Cameron and Tony unpack the roller­coast­er of IHS Hold­ing (NYSE: IHS), a tele­com tow­er oper­a­tor entrenched in the geopo­lit­i­cal chaos and eco­nom­ic tur­bu­lence of Nige­ria and beyond. They dive into IHS’s finan­cials, for­eign exchange expo­sure, and growth prospects, all while nav­i­gat­ing sov­er­eign risk, coups, and cur­ren­cy col­lapse. Along­side, the duo dis­cuss­es Trump’s new tar­iff threats, how macro­eco­nom­ic noise dis­tracts from fun­da­men­tals, and why ignor­ing the head­lines might be the smartest invest­ing strat­e­gy. It’s part deep dive, part real­i­ty check, and part investor ther­a­py.

QAV 821 — Roombas, Regulators & Rogue Traders

QAV 821 — Roombas, Regulators & Rogue Traders

May 28, 2025 | , , ,

In episode 821 of the QAV Pod­cast, Cameron and Tony kick things off with tales of gas out­ages and cold show­ers before div­ing into the mar­kets. They review the port­fo­lio per­for­mance, explain the HLS sell-off, and unpack the lat­est antics of Don­ald Trump’s tar­iff diplo­ma­cy. Stocks under the spot­light include VVA (Viva Leisure) with their eye­­brow-rais­ing stake in Goril­la X Labs, NRW’s legal wran­gle over the Whyal­la port, and a deep-dive pulled pork on ANZ. The ANZ seg­ment touch­es every­thing from exec­u­tive turnover, the bloat­ed One Plat­form app, sub­stance abuse alle­ga­tions, and the Sun­corp acqui­si­tion, to Cameron’s pre­dic­tion that the whole thing will be scrapped in favour of an AI-dri­ven rebuild. Sprin­kle in some talk about robot secu­ri­ty Room­bas, the lega­cy of Damien Brod­er­ick, Sparks’ new album, and Japan­ese punk, and you’ve got anoth­er vin­tage QAV ses­sion.

QAV Club Weekly Update 2025-05-27

May 27, 2025 |

Hel­lo QAVvers Here’s my week­ly update. cheers Cam­Stock Analy­sis We’ve haven’t had to do much buy­ing in the last week, but I did add VVA 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…

Stock News 2025-05-27

May 27, 2025 | ,

ASX:ASG Title:ASG acquires Brighton Jaguar Land Rover — Autosports GroupIm­por­tance: 10/10Summary: ASG has acquired Brighton Jaguar Land Rover through its whol­ly owned subsidiary.Impact: This acqui­si­tion could sig­nif­i­cant­ly expand ASG’s oper­a­tional…

QAV AMERICA 006 — Blood on the Balance Sheet

QAV AMERICA 006 — Blood on the Balance Sheet

May 21, 2025 | , , , , ,

In this episode of **QAV Amer­i­ca**, Cameron and Tony dive into the volatile world of com­modi­ties, clas­sic val­ue invest­ing strate­gies, and a sur­pris­ing val­ue oppor­tu­ni­ty in **Ford Motor Com­pa­ny (F)**. They unpack how iron ore and wheat com­modi­ties are back in a buy state, dig into Rich Pzena’s invest­ing phi­los­o­phy from a **Tobias Carlisle** inter­view, and debate whether Ford is a deep val­ue play or a trap. With his­tor­i­cal nods to **Cis­co (CSCO)**, **GE (GE)**, and **U.S. Steel (X)**, the episode blends macro insights, per­son­al invest­ing war sto­ries, and a no-BS break­down of Ford’s finan­cials and risks.

QAV 820 — Wet Lettuce Watchdogs

QAV 820 — Wet Lettuce Watchdogs

May 20, 2025 | , , ,

In this episode, Cameron and Tony tack­le the polit­i­cal earth­quake caused by the breakup of Australia’s Fed­er­al Coali­tion, dig into the impli­ca­tions of the RBA’s lat­est rate cut, and explore how the U.S. cred­it down­grade might rip­ple through mar­kets. We hit hot top­ics from tax­ing unre­al­ized gains to a les­son in val­ue invest­ing resilience through the lens of a Tobias Carlisle inter­view with Rich Pzena. We close with a deep pulled pork on Cettire Ltd (CTT), the con­tro­ver­sial drop-ship­ping retail­er that’s either mis­un­der­stood genius or spec­u­la­tive flame­out. Plus: the ASX plays dumb, and Helen Mir­ren gets name-dropped twice.

Secret Link