QAV #548 – Todd Barlow, Washington H. Soul Pattinson & Company Ltd
Today we chat with Todd Barlow, CEO of Washington H. Soul Pattinson & Company Ltd (SOL) about the investment strategy behind their impressive returns.
QAV 541 – Bipolar Mr Market
The bipolar Mr Market, commodity updates, PE clarifications in Bible, Qantas upgrade, ATL owned Camplify acquires European base, Howard Marks raising money, Pulled pork on SLH, Tony’s coffee with SOL CEO, why Tony has always been invested in WAM, advice on how to find a financial adviser, what to do if you’re going away for 2 weeks.
QAV S05E30 – Light and Magic
Aluminium is now a buy; CCP down on results; MLD takeover; RIO results; owner-managed companies outperform; Pulled Pork SOL; the “wine selection” of iron ore blends; YAL drop on Glencore sale; where TK gets his news during reporting season.