We chat with James Holt, Director, Investment Solutions at Perpetual, then get into news and Q&A. This week Tony answers your questions about how companies set their share price for a float, the application of Rule #1 vs. waiting for the sell line, shares that don’t seem to register any trade movements, how to build a QAV portfolio more weighted to dividend paying stocks, whether or not to eliminate existing holdings in ETFs from a QAV portfolio, and whether Tony has ever looked at a chart and thought I’m not buying that even though the numbers are good.
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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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