This week we talk about hydro­gen futures, the MOZ graph, our port­fo­lio per­for­mance, sell­ing MTO, our stock tip per­for­mance, Tony’s new idea to replace the 3PTL, GCY back on the buy list, CTP, IDZ’s qual­i­fied audit, mixed com­mod­i­ty min­ers, MMS, CLX, EHL.

In the Club edi­tion, we dis­cuss the ethics of buy­ing coal stocks, using a 25 day mov­ing aver­age, the tim­ing for 3PTL sells, Tony’s thoughts on Elliot Wave the­o­ry, Tony’s view on let­ting emo­tions impact an invest­ing deci­sions and a review of ATL’s price, and Tony’s take on how infla­tion might affect QAV the­o­ry.

Full tran­script. 

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Tobias Carlisle Soldier of Fortune: QAV AU #923

  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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