QAV Light Weekly Update #175
Here’s what we’re trading today.
QAV Value Investing Buy List (AU) 2025-06-15
Happy Stockmarket. Here are 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 2025-06-15 ...QAV America 009 — Blame It on the Boogie
In this episode of QAV America, Cameron and Tony dissect the surprising fundamentals of Jackson Financial (NYSE: JXN) — a life insurance and annuities company that’s quietly throwing off “truckloads of cash” despite confusing accounting quirks. Cameron explores the company’s backstory (strangely has nothing to do with the Jackson 5), explains its spin-off from Prudential, and struggles to understand how interest rates and reinsurance affect its bottom line. Tony weighs in on debt management, actuarial complexity, and where annuity products fit in the spectrum of retirement options. They also touch on the controversial new U.S. tax on foreign investors (with implications for Aussie super funds), and deliver a performance update on the QAV U.S. portfolio — up a staggering 54% since inception. This episode is nerdy, weird, and funny as hell.
QAV AU 823
In this episode of QAV, Cameron and Tony kick off with a discussion on the political tension in the U.S. and what Trump’s moves with the National Guard might foreshadow, then slide into serious investing updates. There’s news on Perenti (PRN), NRW (NWH), and Findi (FND), with a nod to confusing results and sovereign risks. Judo (JDO), BOQ, and QBE get coverage too, as does the SOL–Brickworks merger and what it means for index fund flows. Cameron ponders the shocking long-term flatline of Telstra (TLS), while Qantas (QAN) and Perseus (PRU) get some love for outperforming. Tony wraps up with a pulled pork on Fleetwood (FWD), highlighting modular housing, mining village profits, and capital risk. There’s also a review of the film _Ballerina_ and some off-topic Doctor Who and Shakespearean riffing.