QAV America (free feed)

QAV America (free feed)
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The feed for the free version of the QAV American podcast.

  1. 5d ago

    The Only Hospital in Town: Ardent Health (ARDT) QAV America #69

    QAV America (free feed)

  2. Sep 3

    Sand Up Your Crack: The Last Frac Sand Company Standing: QAV America #68

    This week we dig into Smart Sand (SND), the last frac sand company standing on the US exchanges, and try to figure out why a business that sells 500-million-year-old Wisconsin quartz to oil drillers has tripled its share price in under a year. Tony also shares some sharp thinking on why double market is basically the speed of light for investment returns, and we open with the usual chaos: Iran, oil prices, Venezuela, AI agents breaking out of sandboxes to hack each other, and Bill Gates ringing alarm bells that nobody wants to hear.

  3. Aug 27

    Show Me the Incentive: KKR, Crescent Energy, and the Art of the Roll-Up: QAV America #67

    This week we dive into a Pulled Pork on Crescent Energy (CRGY), a US onshore oil and gas roll-up play with KKR pulling the strings behind the scenes, and a compensation structure that would make Charlie Munger raise an eyebrow. We also run through portfolio updates, the Jackson Hole Symposium, fresh US sanctions on Iran and Canada, and a quick scorecard on 65 stocks covered since March 2025, with a 74% win ratio to show for it.

  4. Aug 20

    The Florida Slide: How a Five-Year-Old Insurer Is Beating Everyone at Their Own Game: QAV America #66

    This week we dig into Slide Insurance Holdings (SLDE), a Florida home insurer that went from zero customers to half a million policies in a few years, and is somehow posting combined ratios that make every other insurer in the state look asleep at the wheel. We also cover Berkshire Hathaway's latest 13F, which shows Greg Abel going heavy into US housing, bond yields creeping up, oil back above $80, and the not-so-great situation aboard the USS Abraham Lincoln.

  5. Aug 13

    Republic Airways (RJET): QAV America #65

    This week we dig into Republic Airways Holdings (RJET), a regional airline contractor that flies for United, American, and Delta under their livery while keeping a remarkably low profile. Cameron runs through the full QAV numbers, which come out strong despite a company history packed with bankruptcies, pilot shortages, disk-wiping CFOs, and a former CEO who is now running the FAA. The portfolios took a knock this week too, so we recap what's going on and run through some of the better performers from past Pulled Pork episodes.

  6. Aug 6

    Brazil’s Discount Bank – Banco Bradesco: QAV America #64

    QAV America (free feed)

  7. Jul 28

    Wild Lions and Zoo Animals: The Case for Skin in the Game: QAV America #63

    QAV America (free feed)

  8. Jul 23

    The Oil Is Ours: Petrobras (PBR): QAV America #62

    QAV America (free feed)

See All (67)

About

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

Information

  • Creator
    QAV America (free feed)
  • Years Active
    2025 - 2026
  • Episodes
    67
  • Rating
    Explicit
  • Copyright
    © Copyright Spacecraft Publishing Ltd 2025
  • Show Website
    QAV America (free feed)

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