In this episode of QAV US Edition, Cameron and Tony dissect the chaos and opportunities in the US markets. They kick off by comparing the irrational optimism in the markets to political theater, dig into key differences between US and Australian financial regulations, and discuss how these differences impact value investing with their checklist model. Cameron shares the drama of a near-instant buy-and-sell on SK Telecom ($SKM) after a data breach, and delivers a “pulled pork” deep dive on Danaos Corporation ($DAC), a Greek-based container ship owner navigating choppy geopolitical waters and tariffs. The guys debate the impact of Trump’s trade war, share buybacks, and whether free cash flow even matters in value investing.

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