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#16: Tobias Carlisle on Beating 'The Little Book That Beats The Market'
Superinvestors and the Art of Worldly Wisdom
The Long and Short of the Assured Guarantee
You and I haven't chatted since we are both on the investors podcast a few months ago do you sure do you still like assured guarantee I was actually going to bring that up first okay congratulations on the performance of your of your stock it's better to be lucky than good right sad for me that it hasn't worked out but yeah I still think so we in our in our portfolios we did take down a short guarantee we still hold some but we've taken it down.
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