QAV Blog

Invest­ing insights, pod­cast episodes, and mar­ket analy­sis.

QAV 818 — Buffett’s Last Dance

QAV 818 — Buffett’s Last Dance

May 7, 2025 | , , ,

In this episode of QAV Club, record­ed on 6 May 2025, Cameron and Tony unpack the Aus­tralian fed­er­al elec­tion result with the kind of sharp polit­i­cal analy­sis and irrev­er­ent ban­ter you expect. They explore the col­lapse of sup­port for the Lib­er­al Par­ty, the impli­ca­tions for Peter Dut­ton, and the broad­er shifts in Aus­tralian vot­er demo­graph­ics. Then, they piv­ot to War­ren Buffett’s final Berk­shire Hath­away AGM, reflect­ing on his lega­cy, invest­ing phi­los­o­phy, and the future of the com­pa­ny post-Buf­fett. The episode also includes due dili­gence on NRW Hold­ings (NWH), QPM Ener­gy (QPM), and a deep dive pulled pork seg­ment on Motor­cy­cle Hold­ings (MTO). Plus, there’s a lis­ten­er ques­tion on Heal­ius (HLS), and Cameron fields the peren­ni­al para­dox of being a Marx­ist val­ue investor. Oh, and there are motor­cy­cles, AI, and some point­ed shots at Don­ald Trump. Clas­sic QAV.

QAV Value Investing Buy Lists (AU and US) 2025-05-04

May 5, 2025 | ,

Hap­py Stock­mar­ket. Here are our buy lists 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. There is only ONE ver­sion — it just has the buy list (live and…

QAVUS 003 — Beware Greeks Bearing Ships

QAVUS 003 — Beware Greeks Bearing Ships

May 2, 2025 | , , , , ,

In this episode of QAV US Edi­tion, Cameron and Tony dis­sect the chaos and oppor­tu­ni­ties in the US mar­kets. They kick off by com­par­ing the irra­tional opti­mism in the mar­kets to polit­i­cal the­ater, dig into key dif­fer­ences between US and Aus­tralian finan­cial reg­u­la­tions, and dis­cuss how these dif­fer­ences impact val­ue invest­ing with their check­list mod­el. Cameron shares the dra­ma of a near-instant buy-and-sell on SK Tele­com ($SKM) after a data breach, and deliv­ers a “pulled pork” deep dive on Danaos Cor­po­ra­tion ($DAC), a Greek-based con­tain­er ship own­er nav­i­gat­ing chop­py geopo­lit­i­cal waters and tar­iffs. The guys debate the impact of Trump’s trade war, share buy­backs, and whether free cash flow even mat­ters in val­ue invest­ing.

QAV 817 — Smart Metal and Dumb Markets

QAV 817 — Smart Metal and Dumb Markets

Apr 30, 2025 | , , ,

This week we deep-dive into BIS (Bisal­loy Steel Group), ques­tion­ing whether it’s tru­ly a steel com­mod­i­ty play giv­en its ris­ing price amid a falling steel mar­ket. Tony deliv­ers a pulled pork on BIS, explor­ing their niche in quenched and tem­pered steel, its use in defence indus­tries, and the company’s recent inclu­sion in the All Ords. W also tack­le dis­crep­an­cies in price-to-oper­at­ing-cash­flow (Pr/OpCaf) num­bers between Stock­o­pe­dia and man­u­al cal­cu­la­tions, and reflect on the sale of Stock Doc­tor. There’s a read­er ques­tion on oper­at­ing cash­flow cal­cu­la­tions and plen­ty of ban­ter about sobri­ety, diet, and what they’ve been watch­ing lately—from _Landman_ to _Face/Off_.

QAV Club Weekly Update 2025-04-30

Apr 30, 2025 |

Hel­lo QAVvers Here’s my week­ly update.  cheers Cam­Stock Analy­sis We’ve done some buy­ing in the last week, includ­ing BOQ, FRI, COG. You can read my analy­sis reports on them in the Light blog posts. BUY LIST Each week we pro­duce a buy list based on our val­ue invest­ing…

QAV AU Value Investing Buy List 2025-04-28

Apr 28, 2025 | ,

Hap­py Stock­mar­ket. Here are our buy lists 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. There is only ONE ver­sion — it just has the buy list (live and…

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