QAV Blog

Invest­ing insights, pod­cast episodes, and mar­ket analy­sis.

QAV Light Weekly Update — 01 June 2026

QAV Light Weekly Update — 01 June 2026

Jun 1, 2026 | , ,

Hap­py Mon­day, Light Brigade! And a big wel­come to all of our new mem­bers. I hope you had a great week­end. We went to see SPARKS in Bris­bane on Sat­ur­day night and it was amaz­ing! Ter­rif­ic live show. Can’t believe the guys are still pulling it off in their late…

Big River, Big Comeback (BRI): QAV AU #921

Big River, Big Comeback (BRI): QAV AU #921

May 26, 2026 | , , ,

On this episode Cameron flies solo while Tony is down the Gold Coast doing some­thing involv­ing hors­es. He cov­ers the mar­ket fall­out from Trump’s sur­prise bomb­ing of Iran, explains why he’s hit­ting pause on new buys through con­fes­sion sea­son, and does a Pulled Pork on Big Riv­er Indus­tries (BRI), a 120-year-old tim­ber and build­ing mate­ri­als com­pa­ny that is qui­et­ly turn­ing itself around. There’s also a defence of val­ue invest­ing as an all-weath­­er strat­e­gy, prompt­ed by a VanEck opin­ion piece in the AFR.

QAV Light Weekly Update — 25 May 2026

QAV Light Weekly Update — 25 May 2026

May 25, 2026 | , ,

Hap­py Mon­day, Light Brigade! And a big wel­come to all of our new mem­bers. I hope you all had a great week. Chris­sy and I watched BUGONIA on Net­flix yes­ter­day and real­ly enjoyed it. Weird film. I thought it was high­ly orig­i­nal — until I dis­cov­ered it was a remake of a…

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