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QAV Blog

Invest­ing insights, pod­cast episodes, and mar­ket analy­sis.

Why Aurizon (AZJ) fell 9.9%

AZJ became a three point sell for us today. Why? Aur­i­zon report­ed a 24% jump in prof­it this morn­ing and the stock fell 9.9%, $4.16 down to $3.75. The prob­lem was­n’t last year. It was what they said about next year. They guid­ed next year’s earn­ings to $1,725m to…

QAV Light Weekly Update — 17 August 2026

Hap­py Mon­day, Light Brigade! And a big wel­come to all of our new mem­bers. My week­end involved 4.5 hours of kung fu on Sat­ur­day, and I start­ed read­ing “Pale Fire” by Nabokov. Real­ly enjoy­ing it so far. Been strug­gling to find a nov­el I can real­ly get into late­ly. Tried…

QAV Value Investing Buy List (AU) 2026-08-15

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:

Flying Under the Radar: Alex Passmore, CEO, NMG — QAV AU #932

Episode Overview This week we sit down with Alex Pass­more, CEO of New Murchi­son Gold (NMG), the only stock that made our buy list this week. Alex walks us through the Crown Prince open pit oper­a­tion near Meekathar­ra, why NMG’s all-in sus­tain­ing costs look high on paper…

QAV Light Weekly Update — 10 August 2026

Hap­py Mon­day, Light Brigade! And a big wel­come to all of our new mem­bers. Mar­ket This Week (All Ordi­nar­ies) The All Ordi­nar­ies rose approx­i­mate­ly 2.9% for the week to close around 9,445, its high­est lev­el on record. Oil prices eased on reports Iran and Oman agreed to a…

QAV Value Investing Buy List (AU) 2026-08-09

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:

Count The ANDS

Port­fo­lio updates, myth killer, buy lists, and this week’s episode notes.

Meet the Fokkers: Value Trap or Bargain of the Year?: QAV AU #931

This week Tony’s back from the Mur­ray Riv­er, and we dive straight into the chaos: oil slid­ing on yet anoth­er Trump-Iran “peace deal”, the Japan­ese yen res­cue and what it might mean for US bond yields, and the spec­tac­u­lar implo­sion of a 24-year-old’s AI hedge fund. Tony…

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