Stock Doctor have stopped issuing their “Lincoln Valuations” (what we call the SD IV), NAB breached its sell line but also went ex-div, we sold CLX from the QAV portfolio, coal price is dropping, VTG on the buy list, ECX has new results, HAW now in the iron ore business, Stocks Of The Week are YOW and PRU, and does Rule #1 apply to small caps.
In the Club edition, we also talk about whether or not QAV is shifting markets, will ECX settle down when the buy back is complete, 3PTL lines for SUL, and how to live with a choppy market.
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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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