QAV Blog

Invest­ing insights, pod­cast episodes, and mar­ket analy­sis.

The Happy Zone – QAV AU #916

The Happy Zone – QAV AU #916

Apr 22, 2026 | , , ,

This week we kick things off with the Iran war’s knock-on effects for oil mar­kets, the Aus­tralian econ­o­my, and why the banks are qui­et­ly rais­ing their bad debt buffers while the stock mar­ket ignores all of it. Plus Tony does a full Pulled Pork on Cus­cal (CCL), the pay­ments infra­struc­ture com­pa­ny that’s been fly­ing under the radar because of a dodgy GICS code, and we chat Durate­c’s mas­sive defence con­tract win, the Hamish Dou­glass tell-all, and News Cor­p’s dodgy share count data.

QAV Light Weekly Update — 20 April 2026

QAV Light Weekly Update — 20 April 2026

Apr 20, 2026 | , ,

Hap­py Mon­day, Light Brigade! And a big wel­come to all of our new mem­bers. Mar­ket This Week (All Ordi­nar­ies) The All Ords had a decent week, up about 0.6% despite some chop­py trad­ing in the mid­dle. It dipped again this morn­ing but then quick­ly recov­ered. All the best,…

Lumpy Payback — QAV AU 915

Lumpy Payback — QAV AU 915

Apr 15, 2026 | , , ,

This week we dig into the chaos of Trump’s Strait of Hor­muz oil block­ade, and why the ASX is shrug­ging off the end of the world. Tony does a Pulled Pork on Perth prop­er­ty devel­op­er Peet (PPC) — a 130-year-old land syn­di­ca­tor with a Gold­man Sachs-dri­ven strate­gic review swirling around it — and we get a Stock Doc­tor data alert affect­ing 100+ div­i­­dend-pay­ing stocks that every QAV investor needs to know about. After hours: Rory McIl­roy at Augus­ta, John Can­dy, Otis Red­ding, and man­grove seeds.

QAV Light Weekly Update — 13 April 2026

QAV Light Weekly Update — 13 April 2026

Apr 13, 2026 | , ,

Hap­py Mon­day, Light Brigade! And a big wel­come to all of our new mem­bers. Before we get into the buys and sells for this week, let’s catch up on the mar­ket and how our port­fo­lios have been doing. Mar­ket This Week (All Ordi­nar­ies) Aussie mar­ket had a sol­id week, up…

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