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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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
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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 -