by Cameron Reilly | Nov 27, 2024 | Blog, Investing Podcast, Podcast Episodes
In this episode, we discuss the impact of Trump’s tariffs and sanctions on markets, the consolidation of Boom Logistics, Resolute Mining Update, listener feedback about lithium investments and accruals, the Mooch on bitcoin and his Trump decoder ring, a pork on Woodside Petroleum (WDS), Nick Scali’s Logistics Challenges, the latest on the super tax proposal, EV vehicle sales in Australia, and a second pork on U.S. company Pool Corporation (POOL), a recent Berkshire Hathaway investment. After Hours includes Tony’s recent experiences with Rockwiz, Stephen Fry, and a golf win, while Cameron talks about the 1963 Italian horror film BLACK SABBATH and a new documentary about Elvis’ 68 Comeback Special.
by Cameron Reilly | Nov 26, 2024 | Blog
Hello QAVvers Hope your week is going well. Here’s the latest news from QAV HQ. cheers Cam QAV PORTFOLIO REPORT The Stock Doctor Dummy Portfolio is performing well against the benchmark over most time frames. BOL is going through a 10:1 consolidation at the...
by Cameron Reilly | Nov 25, 2024 | Blog, Weekly Scorecards
Happy Stockmarket. Here’s 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. QAV Scorecard...
by Cameron Reilly | Nov 25, 2024 | Blog, Light, Light Portfolio Results
Here’s my Monday QAV Light update.
by Cameron Reilly | Nov 22, 2024 | Blog, News & Updates
News stories affecting stocks in our portfolios this morning. Stock News Analysis Report Generated on 2024-11-22 12:26 ASX:RSG Title: Resolute Mining CEO, employees, released from Mali detention – Capital BriefImportance: 8/10Summary: Resolute Mining’s CEO...
by Cameron Reilly | Nov 20, 2024 | Blog, Investing Podcast, Podcast Episodes
In a jam-packed two-hour long episode 747, we’re talking about everything from the RSG kidnapping to accruals in the QAV checklist, the performance of ASG, why Cam didn’t buy SWM when he read Kerry Stokes’ AGM speech, Zombie companies on the ASX, the NAB being sued by ASIC, the retirement of Joyce Corporation’s CEO, GrainCorp profits, Brokers hype, Findi’s Indian ATM / IPO play, before wrapping up with after-hours chatter about horses, boxing, movies, fascism, and 20 years of podcasting.
