QAV AU Value Investing Buy List 2025-04-11

Hap­py Stock­mar­ket. Here are our buy lists 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. This week I’m pro­vid­ing only ONE ver­sion — it just...

QAV 814 — The Big Grift

In this episode, Cameron and TK dive into the recent mar­ket volatil­i­ty, large­ly dri­ven by US tar­iff announce­ments. They dis­cuss the impor­tance of stick­ing to the QAV invest­ing frame­work dur­ing uncer­tain times, con­trast­ing it with reac­tive or emo­tion­al deci­sion-mak­ing often seen else­where. The con­ver­sa­tion touch­es on the poten­tial eco­nom­ic impacts of the tar­iffs, includ­ing the log­ic behind them, the poten­tial for decou­pling from Chi­na, the his­tor­i­cal con­text of tar­iffs in Aus­tralia, and the pos­si­bil­i­ty of it all being a “grift”.

QAV Club Weekly Update 2025-04-08

Hel­lo QAVvers It’s a good time to have a sys­tem! Just fol­low the rules. That’s what they are there for — days like this. cheers Cam Stock Analy­sis I did add some SGLLV to a Light port­fo­lio last week, but obvi­ous­ly there’s no buy­ing hap­pen­ing this...
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