QAV Blog

Invest­ing insights, pod­cast episodes, and mar­ket analy­sis.

QAV Weekly Update 2024-04-09

Apr 9, 2024 |

Hel­lo QAVvers She keeps no, she keeps noShe keeps no secrets from you “No Secrets”, by The Angels, talk­ing, of course, about how Tony (who they mys­te­ri­ous­ly refer to as “she” to dis­guise his iden­ti­ty, and who had The Angels play at his 60th birth­day par­ty last year)…

QAV 714 — Tessellating Nonagons

QAV 714 — Tessellating Nonagons

Apr 3, 2024 | , ,

This week: Daniel Kah­ne­man RIP, Sturgeon’s Law, Pulled pork on ASB

Plus, in the Club edi­tion: Valu­ing Bit­coin, Cok­ing coal a sell, New Regres­sion Test­ing results, Alche­my sub­stack,
Collins St does well again, ABB news, the per­for­mance of founder lead com­pa­nies.

QAV Weekly Update 2024-04-02

Apr 2, 2024 |

Hel­lo QAVvers I can feel it com­ing in the air­tonight, oh, lor­dAnd I’ve been wait­ing for this­mo­ment, for all my life, oh, lord­Can you feel it com­ing in the air­tonight, oh, lord, oh, lord “In The Air Tonight”, by Phil Collins, accu­rate­ly describ­ing the mar­ket’s gid­dy…

QAV 713 — Highly Sensitive Stocks

QAV 713 — Highly Sensitive Stocks

Mar 27, 2024 | , ,

This week: Do ASX investors need to get used to expen­sive stocks, and a pulled Pork on G8 Edu­ca­tion (GEM).

Also in the Club edi­tion: the­o­ries on why KSC spiked, whether AMC CEO’s sud­den res­ig­na­tion is a red flag, MEA is being sold, Macquarie’s new FOMO meter, ABB’s Super­loop trou­bles, and what to do if you still own VUK.

QAV Weekly Update 2024-03-26

Mar 26, 2024 |

Hel­lo QAVvers Hell don’t have no wor­riesHell don’t have no pas­tHell is just a sign­post­When you take a cer­tain path “Hell”, by Sleater-Kin­ney. One of the best gigs I’ve ever been to was when we saw them in Bris­bane about 8 years ago. If you’ve ever watched…

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