QAV America 007 — Tariffs, Towers, and the Telco Gamble in Africa

by | May 30, 2025 | America, Blog, Investing Podcast, Podcast Episodes, QAVUS, US Episode

In Episode 7 of QAV Amer­i­ca, Cameron and Tony unpack the roller­coast­er of IHS Hold­ing (NYSE: IHS), a tele­com tow­er oper­a­tor entrenched in the geopo­lit­i­cal chaos and eco­nom­ic tur­bu­lence of Nige­ria and beyond. They dive into IHS’s finan­cials, for­eign exchange expo­sure, and growth prospects, all while nav­i­gat­ing sov­er­eign risk, coups, and cur­ren­cy col­lapse. Along­side, the duo dis­cuss­es Trump’s new tar­iff threats, how macro­eco­nom­ic noise dis­tracts from fun­da­men­tals, and why ignor­ing the head­lines might be the smartest invest­ing strat­e­gy. It’s part deep dive, part real­i­ty check, and part investor ther­a­py.

QAV 821 — Roombas, Regulators & Rogue Traders

by | May 28, 2025 | Australia, Blog, Investing Podcast, Podcast Episodes

In episode 821 of the QAV Pod­cast, Cameron and Tony kick things off with tales of gas out­ages and cold show­ers before div­ing into the mar­kets. They review the port­fo­lio per­for­mance, explain the HLS sell-off, and unpack the lat­est antics of Don­ald Trump’s tar­iff diplo­ma­cy. Stocks under the spot­light include VVA (Viva Leisure) with their eye­brow-rais­ing stake in Goril­la X Labs, NRW’s legal wran­gle over the Whyal­la port, and a deep-dive pulled pork on ANZ. The ANZ seg­ment touch­es every­thing from exec­u­tive turnover, the bloat­ed One Plat­form app, sub­stance abuse alle­ga­tions, and the Sun­corp acqui­si­tion, to Cameron’s pre­dic­tion that the whole thing will be scrapped in favour of an AI-dri­ven rebuild. Sprin­kle in some talk about robot secu­ri­ty Room­bas, the lega­cy of Damien Brod­er­ick, Sparks’ new album, and Japan­ese punk, and you’ve got anoth­er vin­tage QAV ses­sion.

QAV Club Weekly Update 2025-05-27

by | May 27, 2025 | Blog

Hel­lo QAVvers Here’s my week­ly update. cheers Cam Stock Analy­sis We’ve haven’t had to do much buy­ing in the last week, but I did add VVA as a Light buy yes­ter­day, so you can read my analy­sis of it here. BUY LIST Each week we pro­duce a buy list based on our...

Stock News 2025-05-27

by | May 27, 2025 | Blog, News & Updates

ASX:ASG Title:ASG acquires Brighton Jaguar Land Rover — Autosports GroupIm­por­tance: 10/10Summary: ASG has acquired Brighton Jaguar Land Rover through its whol­ly owned subsidiary.Impact: This acqui­si­tion could sig­nif­i­cant­ly expand ASG’s...
Secret Link