Updates on commodities and our portfolios; Collins St Value Fund performance vs the DP; FMG has 2 finance departures; Mortgage rate survey now 6.5%; Magic Millions horse sales setting new record; QAVvers and fees saved; confession season; the lithium lovers are alive and kicking; using a home loan redraw; Terracom’s (TER) involvement in the investigation into potential fraud; CRN CEO’s retirement; Is TK fully invested? Pulled Pork this week is Seven West Media (SWM).
Munger turns 99, Commodity updates, Portfolio updates, commodity status on buy list, Pulled Pork on VUK, Brent’s returns, TK’s new year resolutions, AMPs situation re Dexus, FMG exodus, buying stocks when their sell line is above the rule 1
As TK is still on vacation, I went over our interviews from the first years of the show (2019-2020) and created this compilation of some interesting tidbits. I hope you enjoy it. The guests are:
Steve Sammartino
Roger Montgomery
Nicholas Gruen
Tobias Carlisle
Michael Goldberg
Today we chat with Todd Barlow, CEO of Washington H. Soul Pattinson & Company Ltd (SOL) about the investment strategy behind their impressive returns.
Our guest today is Brisbane-born, LA-based Tobias Carlisle, PM of Acquirers Funds, author of The Acquirer’s Multiple and Deep Value, and co-host of the Acquirers podcast. We talk about the current state of value investing in the USA and why macro economics is “Astrology For Men”.
Michael Goldberg from Collins St Value Fund joins us again to talk about how they are managing the current market. This interview was conducted on June 8, so please take that into account.