
This week we dig into the SpaceX IPO numbers and they are genuinely terrifying: a Pr/OpCaf of 1,750 times, a $4.9 billion net loss, and a total addressable market pulled straight from a science fiction novel. We also cover the US-Iran deal tanking oi... more
Episode Overview
This week we sit down with Tobias Carlisle to dig into his new book, “Soldier of Fortune: Warren Buffett, Sun Tzu, and the Ancient Art of Risk-Taking.” Tobias walks us through three of Berkshire Hathaway’s most misunderstood deals ... more
This week we dig into why our US portfolios have taken a hit over the past month, with oil and shipping stocks giving back their war-premium gains as Middle East ceasefire hopes bleed the disruption out of the market. We also take a hard look at the ... more
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
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How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #180 |
Recent interactions between the hosts and their guests.
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The show centers on value investing, macro market dynamics, and practical portfolio analysis through thoughtful deep-dives into specific stocks, sectors, and investment structures. Episodes balance rigorous stock-by-stock breakdowns with broader market commentary, often weaving in anecdotes and historical context to illuminate investing principles. A notable trait is the pairing of two hosts who synergize traditional value frameworks with narrative storytelling, making complex financial concepts accessible while maintaining a candid, lightly humorous tone. Listeners are likely finance professionals and serious individual investors seeking systematic methods, transparent disclosure, and real-world case studies to inform decisions across US a... more
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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. Chanticleer
5. Investing Compass
QAV America launched a year ago and published 57 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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Recent guests on QAV America include:
1. Tobias Carlisle
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