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1. Bullet-proofing your equity income portfolio
2. Six high conviction stocks in February
3. The best of both worlds for these three LICs
4. FNArena's Reporting Season Preview 
5. The 5 forgotten bigcaps

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Tesla: peak Iron Man?

Ben Mcgarry
Ben Mcgarry
Totus Capital

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

  • Screen shot 2018 08 09 at 9.42.40 am

tesla short NASDAQ:TSLA

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What we learned from our trip to Omaha

Ben Mcgarry
Ben Mcgarry
Totus Capital

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

amazon morgans financial berkshire hathaway ASX:CCL ASX:SIQ Totus

Spot on

On Can a2 Milk’s earnings match the hype? - November 9, 2017 8:36pm

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 - August 10, 2017 9:55pm

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