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QAV Blog

Invest­ing insights, pod­cast episodes, and mar­ket analy­sis.

Dogs of Gold: Inside the West African Mining Gamble: QAV AU #947

This week we do a deep dive on West African Resources (WAF), a gold min­er oper­at­ing in Burk­i­na Faso that reads more like a Forsyth nov­el than a com­pa­ny report: pri­vate road net­works through hos­tile ter­ri­to­ry, gov­ern­ment free-car­ry nego­ti­a­tions after mil­i­tary coups, and…

QAV Light Weekly Update — 14 September 2026

Hap­py Mon­day, Light Brigade! And a big wel­come to all of our new mem­bers. Well… I did­n’t need to save Chris­sy’s life again over the week­end, so I guess that makes it unevent­ful. Although she did man­age to lock her­self out on Sun­day morn­ing while Fox and I were at…

QAV Value Investing Buy List (AU) 2026-09-12

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:

QAV Light Weekly Update — 07 September 2026

Hap­py Mon­day, Light Brigade! And a big wel­come to all of our new mem­bers. I hope all of the fathers had a pleas­ant Father’s Day. I had my nor­mal Sun­day chess break­fast with my sons, includ­ing Tay­lor who face­timed from LA. I played two games with Hunter, won the first,…

QAV Value Investing Buy List (AU) 2026-09-05

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:

The Speed of Light: Why Double Market Is as Good as It Gets: QAV AU #945

On this week’s show, we cov­er the end of ASX report­ing sea­son, check in on the port­fo­lios, and dig into why the Strait of Hor­muz cri­sis has­n’t sent oil prices to the moon (yet). Tony does a Pulled Pork on Heal­ius (HLS), the bat­tered pathol­o­gy giant that’s qui­et­ly…

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