QAV America (free feed)
Episodes
Not Tom Selic (PAGS) – QAV America #48
16 Apr 2026
Contributed by Lukas
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Truck Sausage (CVGI) – QAV America #47
09 Apr 2026
Contributed by Lukas
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Profiting from Chaos – QAV America 46
01 Apr 2026
Contributed by Lukas
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We Press the Button on KODK – QAV America #45
25 Mar 2026
Contributed by Lukas
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The Crude and the Ruthless (GPRK) – QAV AMERICA 44
19 Mar 2026
Contributed by Lukas
In Episode 44 of QAV America, Cameron and Tony open with...
Viagra for Value Investors (MUR) – QAV AMERICA 43
12 Mar 2026
Contributed by Lukas
In this episode of QAV America, recorded on March 12, ...
Drilling for Value (NBR) – QAV AMERICA 42
08 Mar 2026
Contributed by Lukas
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(Fixed Audio) Breaking Bread (BFH) – QAV AMERICA 41
01 Mar 2026
Contributed by Lukas
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Breaking Bread (BFH) – QAV AMERICA 41
28 Feb 2026
Contributed by Lukas
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SHG – The Seoul of Value: QAV AMERICA 40
20 Feb 2026
Contributed by Lukas
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TUSK – The Cobra’s Bite – QAV AMERICA 39
13 Feb 2026
Contributed by Lukas
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EC: Pump and Dump – QAV AMERICA 38
06 Feb 2026
Contributed by Lukas
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CHRD: The Williston Whale – QAV AMERICA 37
30 Jan 2026
Contributed by Lukas
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AMTD: The Murky SpiderNet – QAV AMERICA 36
23 Jan 2026
Contributed by Lukas
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Flying at Bus Prices: Volaris (VLRS) – QAV AMERICA 35
16 Jan 2026
Contributed by Lukas
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Picking Through the Wreckage of XPLR Infrastructure (XIFR) – QAV AMERICA 34
09 Jan 2026
Contributed by Lukas
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The Walking Dead Investment: AMC Networks – QAV AMERICA #33
01 Jan 2026
Contributed by Lukas
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Ziff Davis: The Internet’s Invisible Toll Booth – QAV America #32
21 Dec 2025
Contributed by Lukas
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Vale – The World’s Largest Iron Ore Producer – QAV America #31
11 Dec 2025
Contributed by Lukas
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Leasing the Sky: AER – QAV America #30
05 Dec 2025
Contributed by Lukas
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KEP: Korea’s Cash-Gushing Nuclear Giant – QAV America #29
29 Nov 2025
Contributed by Lukas
This week we dive into Korea Electric Power (KEP), a deep-value, government-linked Korean utility that has quietly swung from crisis-level losses to m...
PCG – PG&E: Leading With Love – QAV America #28
23 Nov 2025
Contributed by Lukas
In this episode of QAV America, Cameron and Tony dig into the state of the U.S. market, exploring how AI investment is distorting capital flows, weake...
MODG (Topgolf Callaway Brands) – QAV America #27
12 Nov 2025
Contributed by Lukas
In this episode of QAV America, Cameron and Tony dig into the state of the U.S. market, exploring how AI investment is distorting capital flows, weake...
Flying on Points: American Airlines (AAL) – QAV America #26
30 Oct 2025
Contributed by Lukas
In this episode of QAV America, Cameron and Tony dive into a deep analysis of American Airlines (AAL) — exploring its towering debt, its loyalty pro...
Keep CALM and Trade On – QAV America #25
23 Oct 2025
Contributed by Lukas
In this episode of *QAV America* (Ep. 25), Cameron and Tony unpack a wild few weeks in the U.S. markets following Donald Trump’s latest tariff threa...
QAV America 24 – The Beauty of Boring: American Axle (AXL)
09 Oct 2025
Contributed by Lukas
In this episode of QAV America, Cameron and Tony review the US portfolio’s performance in 2025, which—despite lagging this year—is still well ah...
QAV America 23 – For-Profit Healthcare: CYH
03 Oct 2025
Contributed by Lukas
In this episode of QAV America, Cameron and Tony review the US portfolio’s performance in 2025, which—despite lagging this year—is still well ah...
QAV America 21 – MEOH: Diving Deep into the Methanol Market
15 Sep 2025
Contributed by Lukas
We discuss the latest U.S. economic slowdown, then pivot to a detailed portfolio update (US portfolio vs S&P 500). After a rapid recap of recent stock...
QAV America 20 – From Fluff Pulp to Fortune: SUZ
07 Sep 2025
Contributed by Lukas
In this episode, Cameron and Tony dive into the turbulent world of tariffs, the performance of the QAV US portfolio, and Cameron’s “Pulled Pork”...
QAV America 19 – From Pianos to Profits (KE)
29 Aug 2025
Contributed by Lukas
In this episode, Cameron and Tony dive deep into the US market’s latest moves following Jerome Powell’s comments at Jackson Hole, the surprising r...
QAV America 18 – Tractors and Ten-Baggers (TITN)
14 Aug 2025
Contributed by Lukas
In this episode of QAV America, Cam and Tony dig into the latest market moves, starting with the chaos in gold prices caused by unexpected US tariffs ...
QAV America 17 – Gray Gold: Finding Value in America’s Forgotten TV Empire (GTN)
07 Aug 2025
Contributed by Lukas
In Episode 17 of QAV America, Cameron and Tony dive deep into the murky waters of the US media landscape with a pulled pork on Gray Television (GTN) —...
QAV America 16 – Seneca Foods – A Classic Value Buy
30 Jul 2025
Contributed by Lukas
In this episode of QAV America, Australian value investors Tony and Cam are focusing on Seneca Foods, a classic American company known for its package...
QAV America 15 – BHC – Dirty Drugs, Deeper Discount
24 Jul 2025
Contributed by Lukas
This week on QAV America, Cameron delivers a doozy of a pulled pork on Bausch Health Companies (BHC), the scandal-riddled pharma beast formerly known ...
QAV America 14 – Sasol: The Value of Dirty Money
17 Jul 2025
Contributed by Lukas
In this episode of QAV America, Cameron dives deep into the murky, combustible world of Sasol (NYSE: SSL), a South African company built on the back o...
QAV America 13 – Smartwatches, Smart Valuation
11 Jul 2025
Contributed by Lukas
In this episode of _QAV America_, Cam and Tony dissect the fundamentals of **Zepp Health (ZEPP)**, a Chinese smartwatch manufacturer with aspirations ...
QAV America 12.2 – Self-Coups and Steel Stocks
10 Jul 2025
Contributed by Lukas
Cam and Tony dive deep into the performance of the QAV USA portfolio, which beat the S&P 500 handsomely with a 28.5% return over the last 12 months. T...
QAV America 11 – The Tesla of Oil Rigs
27 Jun 2025
Contributed by Lukas
In this episode of QAV America, Cameron gives a pulled pork on Precision Drilling Corp. (PDS) — a Canadian oil services company building high-tech, ...
QAV America 10 – ORIX & The Japanese Conglomerate Discount: Value or Value Trap?
19 Jun 2025
Contributed by Lukas
In this episode of **QAV U.S.**, Cameron and Tony dive deep into Japanese financial conglomerate **ORIX Corp (NYSE: IX / TYO: 8591)**—a sprawling, B...
QAV America 009 – Blame It on the Boogie
11 Jun 2025
Contributed by Lukas
In this episode of QAV America, Cameron and Tony dissect the surprising fundamentals of Jackson Financial (NYSE: JXN) — a life insurance and annuiti...
QAV America 008 – Huawei to Hell: Investing When the World’s Upside Down
03 Jun 2025
Contributed by Lukas
In this week’s QAV episode, we sit down with the ever-dashing Tobias Carlisle, founder of The Acquirer’s Fund (ZIG, DEEP), author of The Acquirer’...
QAV America 007 – Tariffs, Towers, and the Telco Gamble in Africa
29 May 2025
Contributed by Lukas
In Episode 7 of QAV America, Cameron and Tony unpack the rollercoaster of IHS Holding (NYSE: IHS), a telecom tower operator entrenched in the geopolit...
QAV AMERICA 006 – Blood on the Balance Sheet
21 May 2025
Contributed by Lukas
In this episode of **QAV America**, Cameron and Tony dive into the volatile world of commodities, classic value investing strategies, and a surprising...
QAV AMERICA 005 – Cayman Schemes and Chilean Dreams
19 May 2025
Contributed by Lukas
In this episode of QAV America, Cameron and Tony wrestle with market chaos as the US–China trade war hits pause. Cameron shares the challenges he fa...
QAV AMERICA 004 – Buffett’s Last Dance
07 May 2025
Contributed by Lukas
In episode 4 of QAV America, Cameron and Tony dive into Warren Buffett’s retirement announcement, celebrating his monumental impact on value investi...
QAVUS 003 – Beware Greeks Bearing Ships
02 May 2025
Contributed by Lukas
In this episode of QAV US Edition, Cameron and Tony dissect the chaos and opportunities in the US markets. They kick off by comparing the irrational o...
QAVUS 002 – Markets Like Certainty
28 Mar 2025
Contributed by Lukas
In this episode of the QAV US Edition, Cameron and Tony dive into the latest performance of the US portfolio, which continues to outpace the S&P 500 w...
QAVUS 001 – Rule-Based Investing
13 Mar 2025
Contributed by Lukas
On our first U.S. episode, we talk about how the QAV (Quality At Value) investing system works, review our U.S. portfolio returns, and Tony does a dee...