QAV Light Weekly Update #181
Here’s what we’re trading today.
QAV Value Investing Buy Lists (AU/US) 2025-07-28
Happy Stockmarket. Here is our 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 AU Buy List 2025-07-28 US LIST: QAV America...QAV AU 829 — Chat QAV
In this episode of QAV, Cameron and Tony dig into market optimism as the All Ords hits record highs, despite questionable fundamentals. They explore how QAV typically outperforms post-crash, backed by data from the dummy and light portfolios. Cam reviews the new AI tools in Navexa and previews ChatGPT’s autonomous agent features. Tony reflects on investor psychology, especially the prioritization of low volatility over outperformance, and delivers a detailed pulled pork on Beach Energy (BPT). They also weigh in on free cash flow vs. operating cash flow, lament the lack of media transparency, and wrap with cultural musings on The Godfather, Robert Maxwell, and John Wick’s bulletproof belly.
QAV Light Weekly Update #180
Here’s what we’re trading today.
QAV Value Investing Buy List (AU) 2025-07-18
Happy Stockmarket. Here is our 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 AU Buy List 2025-07-18 ...QAV AU 828 — Buy List Vacation
In this episode of QAV, Cameron and Tony dissect a week full of market contradictions, surging portfolios, and cautionary tales. They kick off with the Chinese economic “collapse” that somehow boosted markets, then riff on Trump, Epstein, and MAGA meltdown. Tony shares updates on commodities (nearly everything is a buy again) and portfolio performance (the dummy portfolio’s had a gangbuster month). They debate confession season and buying rules before deep-diving into the week’s pulled pork on EDU Holdings — a microcap education stock with a wild backstory and solid numbers. Other topics include the First Guardian super debacle, the RBA’s surprise rate decision, the grift of anti-woke ETFs, ASX’s idea to allow dual-class shares, and Superman’s surprising return to form.