QAV America (free feed)

Cameron and Tony explore Banco Bradesco (BBDO), its history and its place in Brazil's banking sector. They also discuss news from UBS and CVGI.

Cameron and Tony talk with Haren Bhakta, founder of Inside Ownership, about skin in the game and founder-led companies. The conversation explores insider ownership, the OWN ETF and questions about survivorship bias.

Cameron and Tony discuss Petrobras (PBR) and the history of Brazil's oil industry, including the O Petroleo e Nosso movement and Operation Car Wash. They also look at developments in the Strait of Hormuz and Chinese AI models.

This episode explores Telecom Argentina (TEO) against the backdrop of Javier Milei's politics and economic reforms. Cameron and Tony also discuss IBM, Leslie's and the implications of Strait of Hormuz disruption for oil prices.

Cameron and Tony explore F&G Annuities and Life (FG), its history and the complexity of the annuities business. They discuss retirement-income demand, the Blackstone connection and developments in the Strait of Hormuz.

Cameron and Tony discuss Kohl's (KSS), its leadership upheaval and the property assets behind its retail business. The episode also covers the Federal Reserve, the Strait of Hormuz and Willis Lease Finance's stock split.

This episode explores Carter Bankshares (CARE) and the unusual lending story connecting a Virginia community bank, a billionaire senator and a Cold War bunker resort. Cameron and Tony also discuss stock-based compensation accounting at Big Tech companies.

Cameron and Tony discuss Aeromexico (AERO), Mexico's national airline, following its NYSE listing. They also examine the SpaceX IPO and developments in US-Iran relations and oil markets.

Cameron and Tony talk with Tobias Carlisle about his book Soldier of Fortune: Warren Buffett, Sun Tzu, and the Ancient Art of Risk-Taking. They explore Berkshire Hathaway deals, defensive strategy and the relationship between quality and value.

Cameron and Tony explore Northrim BanCorp (NRIM), an Alaska community bank with a factoring business. The conversation also covers the US economy, AI's influence on the market and developments at the Federal Reserve.