QAV Light Weekly Update #172
Here’s what we’re trading today.
QAV Value Investing Buy List (AU) 2025-05-26
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 BUY LIST 2025-05-26 ...QAV AMERICA 006 — Blood on the Balance Sheet
In this episode of **QAV America**, Cameron and Tony dive into the volatile world of commodities, classic value investing strategies, and a surprising value opportunity in **Ford Motor Company (F)**. They unpack how iron ore and wheat commodities are back in a buy state, dig into Rich Pzena’s investing philosophy from a **Tobias Carlisle** interview, and debate whether Ford is a deep value play or a trap. With historical nods to **Cisco (CSCO)**, **GE (GE)**, and **U.S. Steel (X)**, the episode blends macro insights, personal investing war stories, and a no-BS breakdown of Ford’s financials and risks.
QAV 820 — Wet Lettuce Watchdogs
In this episode, Cameron and Tony tackle the political earthquake caused by the breakup of Australia’s Federal Coalition, dig into the implications of the RBA’s latest rate cut, and explore how the U.S. credit downgrade might ripple through markets. We hit hot topics from taxing unrealized gains to a lesson in value investing resilience through the lens of a Tobias Carlisle interview with Rich Pzena. We close with a deep pulled pork on Cettire Ltd (CTT), the controversial drop-shipping retailer that’s either misunderstood genius or speculative flameout. Plus: the ASX plays dumb, and Helen Mirren gets name-dropped twice.
QAV Club Weekly Update 2025-05-20
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 FEX 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...QAV AMERICA 005 — Cayman Schemes and Chilean Dreams
In this episode of QAV America, Cameron and Tony wrestle with market chaos as the US–China trade war hits pause. Cameron shares the challenges he faced creating a US buy list, digging into several interesting (and occasionally suspicious) tickers: a mortgage REIT, a Chinese fintech with a Cayman shell, and an impressively renewable-heavy Chilean utility. They debate governance red flags, explore deep value bets versus gut instinct, and examine why Enel Chile (ENIC) might be quietly powering the future.