A few months ago, one of our members put me on to Benj Gallander and Ben Stadelmann, two Canadian value investors who go by the moniker “Contra the Heard”. They’ve been around a long time, have a track record almost as good as Tony’s, and they have a checklist! And when I reached out to them to invite them on to the show, I discovered that Ben and Tony were actually friends, from Tony’s years in Toronto. But in typical humble value investor style, they hadn’t really ever talked much about investing… until this interview we did a few weeks ago!
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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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