QAV Blog

Invest­ing insights, pod­cast episodes, and mar­ket analy­sis.

QAV #651 — Happy ASXMAS

QAV #651 — Happy ASXMAS

Dec 20, 2023 | , ,

On this episode: The AORD is hav­ing a good Xmas (so far), STW and AFI above their buy lines, our port­fo­lios are doing well, pulled pork on CXO (Core Lithi­um)

Club: new Com­mod­i­ty Sta­tus his­to­ry fea­ture, PRN poll, FPR net oper­at­ing cf, CCP on a tear, talk­ing about REITs, pulled pork on CXO (Core Lithi­um) and why BFG is hav­ing a run.

QAV Weekly Update 2023-12-19

Dec 19, 2023 |

Hel­lo QAVvers It’s anoth­er Tues­day. Anoth­er strong week for the AORD.  Let’s have a look at the portfolio.QAV PORTFOLIO REPORT The Dum­my Port­fo­lio is per­form­ing well against the bench­mark over mul­ti­ple time frames. SINCE INCEPTION (02/09/2019) Our port­fo­lio is still…

QAV Light Weekly Update #97

Dec 18, 2023 | ,

Hel­lo QAV Light Brigade It’s Mon­day and this is my week­ly report. Wel­come to our new sub­scribers! Here’s the AORD chart for the last week. It’s been smooth sail­ing again, except for today’s slight decline, “after the New York Fed­er­al Reserve pres­i­dent John Williams…

QAV #650 — Turducken

QAV #650 — Turducken

Dec 13, 2023 | , ,

On this episode we’re dis­cussing Char­lie Munger, pulled pork on ING, and if QAV is based on momen­tum and min­i­miz­ing loss­es.

In the club edi­tion only: PRN’s guid­ance, ATP’s bump, ADT sur­vey results, port­fo­lio updates, RBA rate hold, MMS los­ing a govt con­tract, ASX 200 stocks with sin­­gle-dig­it P/Es, thoughts about VYS giv­ing their Man­ag­ing Direc­tor an Inter­est Free loan.

QAV Weekly Update 2023-12-12

Dec 12, 2023 |

Hel­lo QAVvers It’s anoth­er Tues­day.  The AORD had a pret­ty good week, and it’s expect­ed to rise again today. It did­n’t help PRN yes­ter­day though! They issued new guid­ance and their shares fell 8%. They recov­ered a lit­tle though and are sit­ting just below their 3PTL…

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