QAV Blog

Invest­ing insights, pod­cast episodes, and mar­ket analy­sis.

QAV Club Weekly Update 2024-05-15

May 15, 2024 |

Hel­lo QAVvers Like a heart­beat dri­ves you madIn the still­ness of remem­ber­ing­what you hadAnd what you lostAnd what you hadAnd what you lost “Dreams”, by Fleet­wood Mac, talk­ing about Rule #1. Best not to think about the ones you lost, like ex-girl­friends (just ask…

QAV 719 — Peaking at 99

QAV 719 — Peaking at 99

May 8, 2024 | , ,

This week we’re talk­ing about the Berk­shire Annu­al Meet­ing, Chi­na’s gold pur­chas­es, a pulled pork on EHL (Eme­co Hold­ings), SXE prof­it guid­ance update, Regres­sion test­ing Price Cons, Activists vs Karoon Ener­gy (KAR), Austal (ASB) back­ers want Han­wha Group in the race, TRS is a 3PTL Sell, Apol­lo sinks THL, Morn­ingstar val­u­a­tions, banks doing large buy­backs.

QAV Club Weekly Update 2024-05-07

May 7, 2024 |

Hel­lo QAVvers Baby, we can talk all night­But that ain’t get­ting us nowhereI told you every­thing I pos­si­bly­can­There’s noth­ing left inside of here “Two Out Of Three Ain’t Bad”, by Meat­loaf (and Jim Stein­man), artic­u­lat­ing TK’s thoughts before every Tues­day pod­cast and…

Weekly Scorecard 2024-05-06

May 6, 2024 | ,

Hap­py Stock­mar­ket. Here’s our score­card for this week. As always, please check our work, DYOR, con­sult a finan­cial advi­sor before mak­ing any invest­ing deci­sions. In addi­tion, please con­tin­ue to pay extra atten­tion to Stock Doc­tor’s data integri­ty issues. This week I…

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