This week we chat about MYR (Tony’s pulled pork), MHJ (our small cap stock of the week), live cat­tle futures, FMG as a chal­lenger buy, ATL’s price increase, MWY back on the list, sell­ing off the banks, using Sparklines and Excel’s STOCKHISTORY, dis­count­ing one-off cash­flow events, get­ting back in to com­mod­i­ty sells, invest­ing in busi­ness­es with most­ly intan­gi­ble assets, how to tell if Stock­doc­tor has the lat­est fig­ures, han­dling tax time, and mea­sur­ing Tony’s results by after-tax returns. And our guest this week is Brett Fis­ch­er, the investor of the Bret­ta­la­tor!

Full tran­script.

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On this week’s show, we wade through a big news cycle: the US-Iran peace deal that forced us to dump our oil stocks, the SpaceX IPO trad­ing at a jaw-drop­ping 1,750 times PROPCAF while los­ing mon­ey, and the brief Kore­an stock mar­ket cir­cuit break­er that felt a lit­tle too dot­­com-era for com­fort. Tony does a Pulled Pork on Sun­corp Group, fresh­ly returned to the buy list after divest­ing its bank­ing arm to ANZ, and I run the num­bers on the Dogs of the Dow ver­sus QAV over five years.

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  Episode Overview This week we catch up with Tobias Carlisle, who joins us to talk about his new book, Sol­dier of For­tune: War­ren Buf­fett, Sun Tzu, and the Ancient Art of Risk-Tak­ing. Tony and Cam quiz Toby on the three big Berk­shire deals the book dis­sects: the…

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