Tesla: peak Iron Man?
For many years, Tesla has defied conventional financial wisdom, and betting against Elon Musk has been a loser’s game. However, we believe right now the market is witnessing peak Iron Man, and that the time has finally come for the great Tesla short. Show More
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What we learned from our trip to Omaha
Christ Titley at Morgans recently hosted us on his podcast on the subject of our recent trip to the Berkshire Hathaway annual shareholders meeting. Below are the key take-away’s, with a link to the full podcast. Totus has been a holder of Berkshire Hathaway for four years. We've read widely... Show More
Spot on
John with the usual caveats about past performance this may be of interest: http://www.totuscapital.com.au/wp-content/uploads/2017/07/Totus-Alpha-Fund-June-2017-Performance-Summary.pdf
On Ray Dalio: Risks are rising. Allocate 5-10% of your portfolio to gold -