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QAV Blog

Invest­ing insights, pod­cast episodes, and mar­ket analy­sis.

QAV Value Investing Buy List (AU) 2026-07-05

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:

Boring Stocks, Bonkers Returns: QAV AU #926

On this week’s show we wrap up the finan­cial year and the num­bers are, frankly, bonkers: the AU mod­el port­fo­lio is up near­ly 29% for the year, the Light port­fo­lios are up near­ly 36% as a group, and the US mod­el is up 44% against a 20% S&P. Tony then does a Pulled Pork…

QAV Light Weekly Update — 29 June 2026

Hap­py Mon­day, Light Brigade! And a big wel­come to all of our new mem­bers. Well it’s near­ly the end of the finan­cial year. Despite the recent mar­ket issues, it’s been a cork­er year for QAV mem­bers, and I hope you’ll all share your returns with me next week. Mar­ket This…

QAV Value Investing Buy List (AU) 2026-06-28

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:

OIL THAT: QAV AU #925

This week we cov­er the Iran oil sanc­tions waiv­er and what it means for the oil price, plus debrief on sell­ing our oil stocks (Karoon, Viva Ener­gy, Brook­side) ahead of what turned out to be a nasty drop. Tony does a Pulled Pork on ASX-list­ed labour hire and train­ing…

QAV Light Weekly Update — 22 June 2026

Hap­py Mon­day, Light Brigade! And a big wel­come to all of our new mem­bers. Well you did­n’t need to be Nos­tradamus to pre­dict Trump’s deal with Iran would fall apart pret­ty quick­ly, but even I did­n’t expect it to hap­pen with­in days. With the news today that Iran has…

QAV Value Investing Buy List (AU) 2026-06-19

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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