We chat with Luke “The Gibbonator” Gibson about his QAV-based YouTube channel “The Gibson Hustle”, about copper becoming a sell, iron ore becoming a buy, whether or not BHP is an iron ore or a copper company, Nufarm chemicals, and Magellan’s woes.
In the club edition, we also talk about platinum becoming a buy again, AJL’s qualified audit, our stocks of the week (GRR, GWR), if we should sell any stock that drops below 10% at any time, ATL’s merger news (ugh), how to trade during bull, bear and roo markets, BSL and iron ore, value price vs fair price, and CDD’s capital return. Then in after hours, it’s a lot of Beatles talk again!
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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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