The Macro Myth — QAV Weekly Update 2026-05-29
Portfolio updates, myth killer, buy lists, and this week’s episode notes.
Big River, Big Comeback (BRI): QAV AU #921
On this episode Cameron flies solo while Tony is down the Gold Coast doing something involving horses. He covers the market fallout from Trump’s surprise bombing of Iran, explains why he’s hitting pause on new buys through confession season, and does a Pulled Pork on Big River Industries (BRI), a 120-year-old timber and building materials company that is quietly turning itself around. There’s also a defence of value investing as an all-weather strategy, prompted by a VanEck opinion piece in the AFR.
QAV Light Weekly Update — 25 May 2026
Happy Monday, Light Brigade! And a big welcome to all of our new members. I hope you all had a great week. Chrissy and I watched BUGONIA on Netflix yesterday and really enjoyed it. Weird film. I thought it was highly original — until I discovered it was...QAV Value Investing Buy List (AU) 2026-05-24
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: QAV Australia Buy List...The $75 Million Cafe — QAV Weekly Update 2026-05-22
Portfolio updates, myth killer, buy lists, and this week’s episode notes.