QAV Blog

Invest­ing insights, pod­cast episodes, and mar­ket analy­sis.

QAV #608 — Denial

QAV #608 — Denial

Feb 22, 2023 | , ,

Mar­ket and port­fo­lio updates; Pulled pork kibosh on FBU; Iron Ore is a buy again, but Andrew For­rest is insane in the mem­brane; Char­lie is 99 and still doing LIVE Q&A for Dai­ly Jour­nal; Guru­fo­cus v Stock Doc­tor data; AMP Results; WHC results; CGF — Annu­ities ben­e­fit­ting from High­er inter­est rates; QBE results; BNPL like­ly to be reg­u­lat­ed as cred­it; Pulled pork RRL; How does TK plan to live off his port­fo­lio; top­ping up when you’ve missed your Rule 1.

Transcript QAV #607

Feb 21, 2023 | ,

QAV 607 CLUB Cameron  00:06 Wel­come back to QAV. This is episode 607. We’re record­ing this on Valen­tine’s Day. Hap­py Valen­tine’s Day, TK. It’s 14th of Feb­ru­ary 2023, so we’ve got a lot of lag. Tony  00:20 Hap­py Valen­tine’s Day to you, too, and our love­ly wives.…

QAV Weekly Update 2023-02-21

Feb 21, 2023 |

Hel­lo QAVvers It’s anoth­er Tues­day. Apart from the 16th, the mar­ket has been doom and gloom, with some dis­ap­point­ing results and fore­casts, and tight­en­ing US mon­e­tary pol­i­cy, etc. Let’s have a look at the port­fo­lio and what we have to buy this week. QAV PORTFOLIO…

QAV Light Weekly Update #54

Feb 20, 2023 | ,

Hel­lo QAV Light Brigade It’s anoth­er Mon­day and this is my week­ly report. Well we had anoth­er chop­py week on the AORD. As a result we had to replace a few stocks again last week. Still, I remind myself that the mar­ket has had a good run over­all since the end of…

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