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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Major Feelgood: QAV AU #924

On this week’s show, we wade through a big news cycle: the US-Iran peace deal that forced us to dump our oil stocks, the SpaceX IPO trad­ing at a jaw-drop­ping 1,750 times PROPCAF while los­ing mon­ey, and the brief Kore­an stock mar­ket cir­cuit break­er that felt a lit­tle too dot­­com-era for com­fort. Tony does a Pulled Pork on Sun­corp Group, fresh­ly returned to the buy list after divest­ing its bank­ing arm to ANZ, and I run the num­bers on the Dogs of the Dow ver­sus QAV over five years.

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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