Liz Truss is a genius ; COAL - if thermal is a buy, and coking is a Josephine, how do we treat YAL; I screwed up with SMR today; Portfolio updates; RBA increasing rates today; David Gottesman, Warren Buffett Partner, Dies; The market PE ratio is falling; Recession in my mind, is almost certain; All ords down 7.13% on a 1 year basis. but the Small ords is down 22.24%; Pulled Pork on: BFG; the Investment Clock; how to determine if there has been a recent positive upturn; why does TK think "Capital Goods" companies are starting to show up in droves on our list; the theory of "3PTL Sells" and dividends.

Fund performance; Reserve Bank money printing and inflation; Labor and Franked Dividends; Pulled Pork XTE; share market rout; portfolio update; RBA burns $50bn in QE; Viva Energy Buys back Coles Express sites; WHC announces $2bn buy back; Apollo shares jump on Jucy deal; Kudos to ABC News; Doug’s shorting experiment update; back testing around observing major triggers of a general downward trend in the market; the pros and cons of ETFs; ECX continually buying back shares and Rule #1.

Founder-lead businesses; dividend payment dates; Stock Doctor and updated results; keeping LICs off the buy list; Renko chart update; RBA governor under pressure; new large cap stocks; setting up a $100k DP;

GNP pulled pork; NL stands for No Liability; the benefit of taking profits.

Which stocks are pushing up the AORD; the making of a millionaire study; commodity changes; TER results; Pulled pork ALO; Renko charts and time frames; RRL sell line; sell lines and "not losing profits”; how TK does regression testing; would TK buy something that doesn’t have a sell line.

Iron Ore is a sell; Down days, up days… what about neutral days; Rule 1 and dividends; Josephine but above its 2BL; Happy birthday Warren; Taylor’s article;

Pulled Pork: SMR; SGM less impacted by the iron ore price; GRR and Renko charts; ALO, a scalable software play; moving average v 3PTL; WHC thoughts

Time to check your 3PTL alerts; spare a thought for poor Andrew Forrest; NCK’s results; Ophir fund performance; Portfolio updates; Reversal of fortune for BPT, back on the buy list; Some old friends return to the buy list - SUL, BFG and WHC; SGM is a scrap metal recycler tied to the iron ore price; TK mistakenly bought KAR and VEA; he also bought NWS but probably shouldn’t have; Pulled Pork is ABA; PTB enters into scheme implementation deed; JHG price/op cashflow; the outlook for REITs; banks and 'Price to Op cashflow ratio’; TK’s thoughts on a 2nd sell line; has Tony found he has had any better or worse luck on stocks he's repurchased after making a loss; sell line for EHL; who is our Qaverick of the Week?

Our guest today is Brisbane-born, LA-based Tobias Carlisle, PM of Acquirers Funds, author of The Acquirer's Multiple and Deep Value, and co-host of the Acquirers podcast. We talk about the current state of value investing in the USA and why macro economics is "Astrology For Men".

On this episode: Signs of Coming Economic Horror, gold is a sell, CGF punished, portfolio update, mortgage rates update, reporting season updates, nickel close to a buy, BPT misses guidance, Pulled pork on SDG, OGC delisting, SKT pulls out of Media Works, filtering the list for dividends.

We bid farewell to ONJ; Portfolio update; 3PTL reminder; Catch phrase comp; Oil is almost a sell; Gold AUD no longer a sell; Pulled pork is KPG; AFIC Net Asset Backing; Is Copper a buy; Is TK fully invested currently or still being cautious; the longest period of under performance TK has experienced.

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.