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QAV Blog

Invest­ing insights, pod­cast episodes, and mar­ket analy­sis.

QAV Light Mid-Week Update — 1 Sep 2026

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

QAV Light Weekly Update — 31 August 2026

Hap­py Mon­day, Light Brigade! And a big wel­come to all of our new mem­bers. It’s the last day of the month and it’s been a strong thir­ty days for our port­fo­lios. From my quick check this morn­ing: For August, QAV Light is up 7% vs the index up 2%. Some­what sur­pris­ing­ly,…

QAV Value Investing Buy List (AU) 2026-08-30

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:

Double the Market, Half the Drama: QAV AU #934

This week it’s just the two of us, no guest, talk­ing through a chop­py mar­ket where BHP hits an all-time high, lithi­um makes a come­back, and the US gov­ern­ment debt ticks past $40 tril­lion while Bessent scram­bles to hold bond yields down. Tony does a Pulled Pork on…

QAV Light Weekly Update — 24 August 2026

Hap­py Mon­day, Light Brigade! And a big wel­come to all of our new mem­bers. My week­end was busy. The usu­al 4.5 hours of kung fu on Sat­ur­day. Watched a Mick­ey Rourke film from the late 90s I’d nev­er seen (“John­ny Hand­some”, direct­ed by Wal­ter Hill, “The War­riors”, “48…

QAV Value Investing Buy List (AU) 2026-08-22

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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