QAV 741 — Boringly Happy

by | Oct 9, 2024 | Blog, Investing Podcast, Podcast Episodes

In episode 741 of QAV, Tony and Cam dis­cuss fear and greed with quotes from “Rem­i­nis­cences of a Stock Oper­a­tor”, analyse West African Resources’ (WAF) mar­ket sit­u­a­tion due to Burk­i­na Faso’s polit­i­cal cli­mate, Bank of Queens­land’s (BOQ) fran­chise strate­gies, Tony’s attempts to get Chat­G­PT to help with the Kel­ly Cri­te­ri­on, answer a ques­tion about US Dum­my Port­fo­lio Strat­e­gy, and dis­cuss insights on price-to-cash flow ratios from ‘What Works on Wall Street’ by O’Shaugh­nessy. The ‘Pulled Pork’ sec­tion fea­tures an in-depth look at Adairs (ADH) and its new strate­gic direc­tion. And, of course, After Hours.

QAV Club Weekly Update 2024-10-08

by | Oct 8, 2024 | Blog

Hello QAVvers Hope your week is going well.  Here’s the latest news from QAV HQ.  cheers Cam QAV PORTFOLIO REPORT The Dummy Portfolio is performing well against the benchmark over most time frames. SINCE INCEPTION Since inception, our portfolio is +16.2% pa vs...

QAV 740 — Release the Sausages!

by | Oct 2, 2024 | Blog, Investing Podcast, Podcast Episodes

In this episode, we do a deep dive into ‘Rem­i­nis­cences of a Stock Oper­a­tor’ by Edwin Lefèvre, detail­ing Jesse Liv­er­more’s life and lessons. We give AU and U.S. port­fo­lio updates, some dis­cus­sion about inter­est rates and the hous­ing mar­ket, say good­bye to VUK, keep an eye on the iron ore price, reveal TK’s recent mis­takes, and talk through a quote from ‘What Works on Wall Street’ by O’Shaugh­nessy. The ‘Pulled Pork’ seg­ment looks at one of our U.S. invest­ments, Amer­i­can retail­er Lands’ End (LE), its his­to­ry and recent quar­ter­ly results.

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