QAV Blog
Investing insights, podcast episodes, and market analysis.
Weekly Scorecard 2023-12-11
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.
QAV Light Weekly Update #96
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. As we’ve got nothing to sell and we’re fully invested, there’s nothing else to report today. If…
QAV Weekly Update 2023-12-06
Hello QAVvers It’s another.… Wednesday. I’m a bit late with my email this week. As Patches O’Houlihan would say, the AORD for the last week has been going “Dodge, Duck, Dip, Dive and Dodge”. Let’s have a look at the portfolio.QAV PORTFOLIO REPORT The Dummy…
QAV #649 — Farewell Charlie / Ryan’s Analysis
On this week’s episode, I do a farewell to the late, great Charlie Munger, and in the Club episode, TK takes us through the analysis he and Ryan did about Rule 1 and buying from the top or bottom of our list.
Light Trades 2023-12-05
Here’s what we’re trading today.
Weekly Scorecard 2023-12-04
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. Some big commodity changes this week.
QAV Light Weekly Update #95
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. As value investors around the world mourned the passing of one of our prophets, Charlie Munger, the markets gave him an…
Light Trades 2023-11-30
Here’s what we’re trading today.
QAV #648 — Management Quality
This week we’re talking about how we assess management quality, how to invest if you have a lumpy income, a pulled pork on MMS, and (only in the Club edition) Ridley Scott’s appalling Napoleon film.
