QAV Blog

Invest­ing insights, pod­cast episodes, and mar­ket analy­sis.

QAV 749 — Aqualung

QAV 749 — Aqualung

Dec 4, 2024 | , ,

In this episode, while Tony is play­ing golf, I am joined by guest co-host QAV club mem­ber Geoff Flem­ing. We dis­cuss Geoff’s invest­ing jour­ney, then get into Antho­ny Scaramucci’s book on Bit­coin “invest­ing”, recent updates from EHL and FND, ASIC’s warn­ings about cyber­se­cu­ri­ty threats to share hold­ings, the lat­est mar­ket news includ­ing gold stocks like West­Gold (WGX) and Res­olute Min­ing (RSG), and a deep dive on Auswide Bank (ABA), includ­ing its recent acqui­si­tion, merg­er talks with MyS­tate, and finan­cial chal­lenges. After hours chat includes Baby­lon, The Old Man, pump­kin pie, Pink Floyd / Roger Waters con­certs, Jethro Tull lyrics, Bauhaus move­ment, Cobra Kai and The Life of Apol­lo­nius of Tyana by Philo­stra­tus.

QAV Club Weekly Update 2024-12-03

Dec 3, 2024 |

Hel­lo QAVvers Hope your week is going well.  Here’s the lat­est news from QAV HQ. cheers CamQAV PORTFOLIO REPORT The Stock Doc­tor Dum­my Port­fo­lio is per­form­ing well against the bench­mark over most time frames. BOL is still going through a 10:1 con­sol­i­da­tion at the…

QAV 748 — The Trump Slump

QAV 748 — The Trump Slump

Nov 27, 2024 | , ,

In this episode, we dis­cuss the impact of Trump’s tar­iffs and sanc­tions on mar­kets, the con­sol­i­da­tion of Boom Logis­tics, Res­olute Min­ing Update, lis­ten­er feed­back about lithi­um invest­ments and accru­als, the Mooch on bit­coin and his Trump decoder ring, a pork on Wood­side Petro­le­um (WDS), Nick Scal­i’s Logis­tics Chal­lenges, the lat­est on the super tax pro­pos­al, EV vehi­cle sales in Aus­tralia, and a sec­ond pork on U.S. com­pa­ny Pool Cor­po­ra­tion (POOL), a recent Berk­shire Hath­away invest­ment. After Hours includes Tony’s recent expe­ri­ences with Rock­wiz, Stephen Fry, and a golf win, while Cameron talks about the 1963 Ital­ian hor­ror film BLACK SABBATH and a new doc­u­men­tary about Elvis’ 68 Come­back Spe­cial.

QAV Club Weekly Update 2024-11-26

Nov 26, 2024 |

Hel­lo QAVvers Hope your week is going well.  Here’s the lat­est news from QAV HQ. cheers CamQAV PORTFOLIO REPORT The Stock Doc­tor Dum­my Port­fo­lio is per­form­ing well against the bench­mark over most time frames. BOL is…

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