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QAV Blog

Invest­ing insights, pod­cast episodes, and mar­ket analy­sis.

Global Consequences: QAV AU #949

This week we kick off with RIP Angry Ander­son, ris­ing oil prices hit­ting $2.40 a litre at the bows­er, and why I can­celled my Bund­aberg road trip. Tony does a deep dive Pulled Pork on AIC Mines, a Queens­land cop­per pro­duc­er with a crack­ing man­age­ment pedi­gree and a…

QAV Light Weekly Update — 28 September 2026

Hap­py Mon­day, Light Brigade! And a big wel­come to all of our new mem­bers. I had a pret­ty qui­et week­end. Kung fu on Sat­ur­day as usu­al. Pub­lished the Aus­tralian buy list. Hunter came over for din­ner. Tay­lor called from France where he’s attend­ing a Chi­nese EV launch at…

QAV Value Investing Buy List (AU) 2026-09-26

Hap­py Stock­mar­ket. Here is our Aus­tralian buy list 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. AU LIST:

Our is Not to Reason Why: QAV AU #948

This week we sell three stocks (PLT, CCV, and HLS) for no obvi­ous rea­son, shrug, and move on. Tony does a Pulled Pork on Focus Min­er­als (FML), a debt-free, sin­gle-mine gold pro­duc­er near Cool­gar­die backed by Chi­nese state giant Shan­dong Gold, trad­ing at a PE of four…

QAV Light Mid-Week Update — 22 Sep 2026

Hel­lo, Light Brigade! We have some­thing to replace today. Details below. All the best, Cameron ——————- SELLS ——————- BUYS CURRENT HOLDINGS & HISTORICAL TRADES ——————- ** Please remem­ber to review our Buy­ing Guide­lines to under­stand…

QAV Light Weekly Update — 21 September 2026

Hap­py Mon­day, Light Brigade! And a big wel­come to all of our new mem­bers. Today I’m lis­ten­ing to Shostakovich’s 7th Sym­pho­ny. If you haven’t heard the sto­ry about this one, it’s crazy. He com­posed it in late 1941 dur­ing the Nazi siege of his home­town, Leningrad (aka St…

QAV Value Investing Buy List (AU) 2026-09-19

Hap­py Stock­mar­ket. Here is our Aus­tralian buy list 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. AU LIST:

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