by Cameron Reilly | Aug 28, 2024 | Blog, Investing Podcast, Podcast Episodes
In this episode, Tony and Cam discuss the performance of stocks in the US dummy portfolio, working with F Scores and Z Scores, with a deep dive on ENVA’s 39% rise and the risks of investing in some US-listed stocks like Chinese online tech company, STG. They cover recent events around YAL, ANZ, BXB, ING, LFS, AX1 and BOQ and a regression test on “Recovering” stocks. Listener questions explore charting QAV scores over time and the potential buy of AFI. In After Hours, they discuss Tony’s horse racing adventures, books, films, and the future impact of AI on industries and investing, wrapping up with Cameron’s Tommy Hilfiger fashion shoot.
by Cameron Reilly | Aug 27, 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 +15% pa vs the...
by Cameron Reilly | Aug 26, 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 | Aug 26, 2024 | Blog, Light, Light Portfolio Results
Here’s what we’re trading today.
by Cameron Reilly | Aug 23, 2024 | Blog, Light
Here’s what we’re trading today.
by Cameron Reilly | Aug 21, 2024 | Blog, Light
Here’s what we’re trading today.