QAV Club Weekly Update 2024-07-30

Hello QAVvers It’s been another pretty quiet week on the portfolio front. I’m still trying to avoid looking at the AORD, so let’s jump into the details. cheers Cam QAV PORTFOLIO REPORT The Dummy Portfolio is performing well against the benchmark over...

QAV 730 — Consistency Is The Key

In this episode of the QAV pod­cast, we look at recent news involv­ing SGI, ATP, FGM, CVL, AX1 and a deep dive into ABB’s recent share price drop and busi­ness fun­da­men­tals. We dis­cuss lis­ten­er Con­rad’s suc­cess­ful mod­i­fi­ca­tion of the QAV invest­ment sys­tem, which led to a 31.4% return in the last year and review some advice from O’Shaugh­nessy’s ‘What Works on Wall Street’ regard­ing con­sis­ten­cy in invest­ing. The after-hours seg­ment includes dis­cus­sions on exam­ples of out­stand­ing cus­tomer ser­vice, the ben­e­fits of rur­al call cen­ters, and U.S. pol­i­tics. We also chat about Tony’s recent golf win, film reviews of ‘Stingray’ (1976) and ‘The Assas­si­na­tion Bureau’ (1969), and rec­om­mend the music of The Jim Car­roll Band and Grace Cum­mins and the Doc­tor Who site, stitch­esin­time.

QAV Club Weekly Update 2024-07-23

Hello QAVvers It’s been a pretty quiet week on the portfolio front. I’m still trying to avoid looking at the AORD, so let’s jump into the details. cheers Cam  QAV PORTFOLIO REPORT The Dummy Portfolio is performing well against the benchmark over most...
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