QAV Blog
Investing insights, podcast episodes, and market analysis.
QAV Light Weekly Update #80
Hello QAV Light Brigade It’s Monday and this is my weekly report. Welcome to our new subscribers! The market didn’t have a great week, “dragged lower by concern about a deteriorating economic outlook in China”, according to the AFR. “The mining sector was the biggest…
Baby Bunting: Tony’s Insights on the One-Stop-Shop for New Parents
Tony’s recent breakdown of Baby Bunting (BBN).
Light Trades 2023-08-18
Here’s what we’re trading today.
Light Trades 2023-08-16
Here’s what we’re trading today.
QAV #633 — Baby Bunting
Fitch downgrades the US, Lowe has new ideas about the RBA, NCK beats the pulled pork curse, MYR rebounds, iron ore falls (every October?), Baby Bunting pulled pork, and problems with Updater’s delisting.
QAV Weekly Update 2023-08-15
Hello QAVvers It’s another Tuesday. The AORD slipped yesterday, putting a dent in what was otherwise a good week. Let’s have a look at the portfolio. QAV PORTFOLIO REPORT INCEPTION REPORT We’re still outperforming the STW by ~2.5 times since inception (02/09/2019).…
QAV Light Weekly Update #79
Hello QAV Light Brigade It’s Monday and this is my weekly report. Welcome to our new subscribers! The market had a reasonable week despite a rocky start. The AFR predicts “Australian shares are set to follow the Nasdaq lower on Monday as the earnings season picks…
Light Trades 2023-08-11
Here’s what we’re trading today.
Light Trades 2023-08-10
Here’s what we’re trading today.

