This week’s episode contains extra investing fudge! We discuss Wilshire GDP / Shiller PE / CAPE ratios, what red flags to look for in company reports, how to score a New 3pt Upturn, Shortman, Warren Buffett’s secret, and Tony discusses some of the latest companies that he has evaluated.
Michael Goldberg, one of the principals and founders of Collins St Value Fund, was kind enough to talk to us for 90 minutes yesterday about how CSVF became one of the best performing funds in Australia, achieving a 13.5 percent return in 2019-20 compared with the ASX 200 Index which was down 7.7 percent.
Here’s our recent chat with Tobias Carlisle, author of several books on value investing, including ‘The Acquirer’s Multiple: How the Billionaire Contrarians of Deep Value Beat the Market’, and the managing director of The Aquirers Fund.
Today we chat with Elio D’Amato, Host of Spotee, Independent investment expert and former Executive Director at Lincoln Indicators.
Our guest today is Johannes Risseeuw, Executive Chairman of Damstra (DTC). He talks to us about what Damstra does, what the role of an Executive Chairman involves, the capital raising process, and what Tony was like 20 years ago when they worked together at Shell.