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QAV Blog

Invest­ing insights, pod­cast episodes, and mar­ket analy­sis.

QAV Light Weekly Update — 03 August 2026

Hap­py Mon­day, Light Brigade! And a big wel­come to all of our new mem­bers. As we are now in “Report­ing Sea­son”, I’m not going to be buy­ing any­thing until their reports come out. This is a prac­tice we start­ed in the last cou­ple of years as it became appar­ent that many…

Wild Lions and Zoo Animals: The Case for Skin in the Game: QAV AU #930

This week we sit down with Haren Bhak­ta, founder of insideownership.com and the new­ly launched OWN ETF, to dig into why founder-led, skin-in-the-game com­pa­nies con­sis­tent­ly out­per­form the broad­er mar­ket. Haren walks us through the Inside Own­er­ship 100 index, which…

QAV Light Weekly Update — 27 July 2026

Hap­py Mon­day, Light Brigade! And a big wel­come to all of our new mem­bers. Let me talk about some­thing — “lumpi­ness”. Yes, our returns are “lumpy”. That’s how sys­temic invest­ing works, folks. Some­one emailed me over the week­end say­ing they weren’t com­fort­able with the…

QAV Value Investing Buy List (AU) 2026-07-26

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:

From Value to Growth: NWH — QAV AU #929

This week we do a deep dive Pulled Pork on NRW Hold­ings (NWH), the Perth-based engi­neer­ing and min­ing ser­vices con­trac­tor that has surged 123% in the past year and sits com­fort­ably in a few of our port­fo­lios. Tony walks through the full QAV score­card, the messy Whyal­la…

QAV Light Weekly Update — 20 July 2026

Hap­py Mon­day, Light Brigade! And a big wel­come to our new mem­bers. My NBN has been down all morn­ing, which has been hap­pen­ing more and more often since they “upgrad­ed” our node a cou­ple of months ago. So I’m sit­ting out­side on the deck, jacked into my phone, in…

QAV Value Investing Buy List (AU) 2026-07-19

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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