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QAV America (free feed)

QAV America (free feed)
Warren Buffett
Berkshire Hathaway
Precision Drilling
US Market
Value Investing
Tariffs
CIBC
ORIX Corporation
US Economy
Financial Analysis
Posco
Zepp Health
Australian Market
Investing
Cemex
Jackson Financial
Inflation
Danaos Corporation
Enel Chile
United States

The feed for the free version of the QAV American podcast.

PublishesWeeklyEpisodes47Foundeda year ago
Number of ListenersCategories
BusinessManagementInvesting

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Artwork for QAV America

Latest Episodes

On the club episode we do a deep dive on Commercial Vehicle Group (CVGI) — a boring-as-batsh*t truck cab outfitter that somehow jumped 20% the day after Cameron added it to the QAV Light portfolio. We also run through some big portfolio wins (Kodak u... more

Episode 46 of QAV America opens on Tony Kynaston’s birthday — complete with a QAV cap gift — before Cameron and Tony dig into a week of market chaos, with their main US portfolio down 12% over 30 days but still up an extraordinary 83% since inception... more

In Episode 45 of QAV America, recorded on March 24, 2026, Cameron Reilly and Tony Kynaston open with a geopolitical check-in on the ongoing US-Iran conflict and its impact on oil prices and market volatility, before diving into portfolio performance ... more

In Episode 44 of QAV America, Cameron and Tony open with a geopolitical tour of the Strait of Hormuz crisis — still very much closed — unpacking what a prolonged shutdown could mean for global oil supply, economies, and living standards, including Au... more

Key Facts

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Recent Guests

Tobias Carlisle
Founder of Acquirer's Fund
Acquirer's Fund
Episode: QAV America 008 – Huawei to Hell: Investing When the World’s Upside Down

Hosts

Tony Cogniston
Co-host of QAV America; frequent market analysis and portfolio discussions; affiliation with QAV America and MF&CO asset management.
Tony Kynaston
Lead host focusing on investment frameworks, stock-by-stock analysis, and capital allocation; central to QAV America discussions.
Cam
Co-host providing perspective and market context; frequently participates in stock discussions.

Chart Rankings

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Talking Points

Recent interactions between the hosts and their guests.

QAV America 16 – Seneca Foods – A Classic Value Buy
Q: So if I go over and look at their numbers in Stockopedia, do you discount the really good year?
You take the one-off cash bump and not discount it based on an average over a number of years.
QAVUS 002 – Markets Like Certainty
Q: What are the reasons for the turnover of stocks in the US buy list compared to the Australian lists?
Cam reviews the buy list changes and indicates he may have accidentally filtered out stocks due to technical issues.
QAV America 009 – Blame It on the Boogie
Q: Can you explain how fluctuating interest rates impact a business that's involved in selling annuities?
Fluctuating interest rates can affect the profitability as they influence the margins on the annuities sold, where higher rates might encourage customers to exit existing lower-rate products for better returns, thus affecting the company's financial health.
QAV AMERICA 004 – Buffett’s Last Dance
Q: What will happen to Berkshire Hathaway after Buffett's retirement?
It's uncertain, but the hosts emphasize the importance of Buffett's influence in steering the company, with a focus on the successors.

Audience Metrics

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Listeners per Episode
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Frequently Asked Questions About QAV America

What is QAV America about and what kind of topics does it cover?

The show presents a disciplined, rules-based approach to value investing and market analysis, often anchored in a transparent checklist framework. Episodes routinely dissect individual stocks, sectors, and macro catalysts, weaving in case studies from energy, financials, and tech to illustrate how a systematic process can navigate volatility, cross-border investing, and policy shifts. A notable thread across episodes is the use of practical storytelling and banter to translate complex investment concepts into actionable ideas, with recurring discussions on portfolio updates, governance issues, and capital allocation. The format tends to balance stock-by-stock analyses with broader market commentary, making it useful for listeners who want c... more

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How many listeners does QAV America get?

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How many subscribers and views does QAV America have?

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Which podcasts are similar to QAV America?

These podcasts share a similar audience with QAV America:

1. Quality At Value - Value Investing In Shares
2. The Money Café with Alan Kohler
3. The Rules of Investing
4. The Money Puzzle
5. Chanticleer

How many episodes of QAV America are there?

QAV America launched a year ago and published 47 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact QAV America?

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Where can I see ratings and reviews for QAV America?

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What guests have appeared on QAV America?

Recent guests on QAV America include:

1. Tobias Carlisle

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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