QAV Blog

Invest­ing insights, pod­cast episodes, and mar­ket analy­sis.

JUST THE TIP: QAV AU #920

JUST THE TIP: QAV AU #920

May 20, 2026 | , , ,

This week Tony runs a full Pulled Pork on TIP (Team­In­vest Pri­vate Group), a Syd­ney-based val­ue invest­ing edu­ca­tion and funds man­age­ment com­pa­ny with a fly­wheel busi­ness mod­el, pri­vate equi­ty arms, and a QAV score of 0.2 sit­ting frus­trat­ing­ly below its sen­ti­ment sell line. We also cov­er the Aus­tralian bud­get fall­out, ris­ing US bond yields, the oil price squeeze, and what all of it means for the ASX. After hours: Project Hail Mary, Rivals sea­son two, Car­nal Knowl­edge, The Can­non­ball Run, and a spir­it­ed Euro­vi­sion debrief.

QAV Light Weekly Update — 18 May 2026

QAV Light Weekly Update — 18 May 2026

May 18, 2026 | , ,

Hap­py Mon­day, Light Brigade! And a big wel­come to all of our new mem­bers. I hope you all had a great week­end. Very rainy here in Brisve­gas. My knees were giv­ing me trou­ble at kung fu on Sat­ur­day, so I only stayed for a cou­ple of hours, instead of my usu­al 4.5 hours.…..

QAV Light Weekly Update — 11 May 2026

QAV Light Weekly Update — 11 May 2026

May 11, 2026 | , ,

Hap­py Mon­day, Light Brigade! And a big wel­come to all of our new mem­bers. Mar­ket This Week (All Ordi­nar­ies) The All Ords had an alright week, up around 0.6% despite that ugly drop we saw on Thurs­day. Start­ed strong, held those gains for most of the week, then gave…

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