QAV America (free feed)
QAV America (free feed)The feed for the free version of the QAV American podcast.
| Publishes | Weekly | Episodes | 54 | Founded | a year ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | ManagementBusinessInvesting | |||
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Latest Episodes
This week Cameron (with guest co-host Phil Muscatello from Shares For Beginners) runs a full QAV deep dive on Magna International (MGA), the Canadian-born automotive giant that quietly makes everything from your car door to the entire vehicle itself.... more
This week we do a full deep dive on BWLPG (ticker: BWLP), one of the world’s biggest LPG shippers, and why the Strait of Hormuz closure is sending their spot charter rates into the stratosphere. We also cover the bond market’s grim verdict on Trump’s... more
On this episode we run through the dummy portfolio , which is crushing the S&P at 125% time-weighted return, and dig into this week’s Pulled Pork: TriMas (TRS), a Michigan-based maker of hand pumps, dispensers, and packaging components that’s been qu... more
This week we run through a stack of Pulled Pork results that are absolutely cooking — Pitney Bowes up 40%, Eastman Kodak up 81%, and the US dummy portfolio now sitting at 110% since inception versus the S&P’s 62%. Then Cam does a deep dive on Deutsch... more
On this episode we hit episode 50 and celebrate with a portfolio update showing we’re nearly double the S&P 500 all-time, before diving deep into Millrose Properties (MRP) — a brand new REIT spun out of home builder Lennar that had the AIs screaming ... more
On this episode we run through our latest portfolio numbers — the QAV dummy portfolio is up 115% since inception versus the S&P’s 60%, and some individual picks like Kodak and Scripps are going absolutely bananas. We dig into the week’s big news incl... more
On this episode we dig into Trump’s claim that America doesn’t need the Strait of Hormuz — and why it’s complete nonsense once you look at where US refineries actually get their oil. We also run through the QAV America portfolio, which is up 113% sin... more
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
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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
Where can I find podcast stats for QAV America?
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How many listeners does QAV America get?
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What are the audience demographics for QAV America?
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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 BS Filter
3. Australian Investors Podcast
4. The Money Café with Alan Kohler
5. The Rules of Investing
How many episodes of QAV America are there?
QAV America launched a year ago and published 54 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?
Rephonic pulls ratings and reviews for QAV America from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.
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How do I access podcast episode transcripts 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.