QAV Blog

Invest­ing insights, pod­cast episodes, and mar­ket analy­sis.

QAV 816 — Gold Diggers

QAV 816 — Gold Diggers

Apr 23, 2025 | , , ,

In this post-East­­er episode, Cam and Tony chew through the week’s mar­ket moves, explor­ing why the All Ords is up despite a gloomy glob­al out­look. They rip into Trump’s lat­est Fed-fir­ing fan­tasies, dis­sect the eco­nom­ics of tar­iffs, and won­der if AI will treat us like Yel­low­stone squir­rels. There’s a deep dive on Bank of Queensland’s lat­est results, plus a pulled pork on gold min­er Tri­bune Resources (ASX: TBR). They close with some exis­ten­tial mus­ings on eco­nom­ic stag­na­tion, robot-run sub­urbs, and whether humans are about to be the squir­rels of tomor­row.

QAV AU Value Investing Buy List 2025-04-22

Apr 22, 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…

QAV 815 — Tax On, Tax Off

QAV 815 — Tax On, Tax Off

Apr 16, 2025 | , , ,

In this episode, Cameron and TK dive into the tumul­tuous week in the mar­kets, heav­i­ly influ­enced by the Trump admin­is­tra­tion’s tar­iff announce­ments and sub­se­quent pause. They dis­cuss the impact on US Trea­sury bonds, Chi­na’s long-term eco­nom­ic strat­e­gy, and the poten­tial break­down of glob­al trust in the US econ­o­my. They briefly cov­er port­fo­lio updates, Ray Dalio’s per­spec­tive on the break­down of the glob­al order, and com­­pa­ny-spe­­cif­ic news includ­ing Accent Group (AX1), Fin­di (FND), Comms Group (CCG), Per­en­ti (PRN), Tel­stra (TLS), and TK’s new board appoint­ment at Clime Invest­ment Wealth (CIW). TK also pro­vides a detailed “Pulled Pork” analy­sis on Cedar Woods Prop­er­ties (CWP). The episode con­cludes with after hours.

QAV Club Weekly Update 2025-04-15

Apr 15, 2025 |

Hel­lo QAVvers Here’s my week­ly update.  cheers Cam­Stock Analy­sis We’ve done some buy­ing in the last week, includ­ing TBR, TPG, HLS, ING, AMA, NWS.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 AU Value Investing Buy List 2025-04-14

Apr 14, 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…

QAV AU Value Investing Buy List 2025-04-11

Apr 11, 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. This week I’m pro­vid­ing only ONE ver­sion — it just has the buy list…

Secret Link