Another long episode (1.5 hours)! We talk about our performance vs the top funds; Buffett’s ABCs; Why TK bought gold miners over retailers last week; the idea of a “second peak”; HUM’s exposure to Forum Finance; the performance of the 2017 Dogs; a deep dive on MML and MIL; how Rule #1 works; how TK would invest if he was 25 again; whether or not I should sell MYR; copper physical vs futures; and how to spot “bad news” during reporting.
Transcript available here.
HG# 2021–07-13_17-10–08
HUM 2021–07-13_16-16–37
RMS 2021–07-13_16-14–25
ADH 2021–07-13_16-13–53
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