QAV Blog
Investing insights, podcast episodes, and market analysis.
QAV #616 — Quick & Dirty & Easy
Copper is a buy but C6C is being sold; Buffett on Bankers; Pulled Pork MIN; Josephine timing; multiple positions and Rule 1; do uptrends continue; LAU new securities issues; investing during foreign conflicts.
Transcript QAV 615
QAV 615 Cameron 00:00 Hello, folks, it’s Cameron, sitting here by myself in a co-working space in sunny Bundaberg. It’s the 11th of April and I’m posting an interview that Tony and I did a couple of weeks ago. Tony is currently watching the US masters in Augusta,…
QAV Weekly Update 2023-04-18
Hello QAVvers It’s another Tuesday. The AORD had a good run last week, despite a short dip for a couple of days, and seems to be recovering from this morning’s dip, too. TK needs to go away more often. He also brought the Spanish golfer luck at the Masters (that’ll…
QAV Light Weekly Update #62
Hello QAV Light Brigade It’s Monday and this is my weekly report. The AORD was pretty chipper last week and the AFR is predicting a good start to the week. SELLS BUYS…
QAV #615 — Simon Shepherd, TING
Our guest on this pre-recorded short episode is Simon Shepherd from The Investment Newsletter Group. They conduct detailed stock by stock, newsletter by newsletter tracking of many of the top buy recommendations from Australian investing newsletter — a worthy service. Find out more at: https://www.tinglive.com.au
Transcript QAV 614
QAV 614 CLUB Thu, Apr 06, 2023 10:10PM • 52:58 Cameron 00:06 Welcome back to the QAV podcast. This is episode 614. We’re recording this earlier than normal. Monday, the third of April 10:30am in Brisbane, Sunday night in sleazy Las Vegas where Tony is…
QAV Weekly Update 2023-04-11
Hello QAVvers It’s another Tuesday. Obviously the market was closed Friday and Monday. I’m having a quasi-vacation at the beach while TK is watching The Masters in Augusta, Georgia. The AORD had a so-so week but seems to be feeling pretty perky this morning, “boosted…
QAV Light Weekly Update #61
Hello QAV Light Brigade It’s Tuesday and this is my weekly report. Obviously the market was closed Friday and Monday. I’m having a quasi-vacation at the beach while TK is watching The Masters in Augusta, Georgia. The AORD had a so-so week but seems to be feeling…
QAV #614 — Viva Las Vegas
A short show today as TK is in totally Viva La Vegas and we didn’t have many questions. Portfolio & commodity updates; ALO acquisition; ETF update; pulled pork on RMS; and insights into URW.