The Blog

In his recent interview with Tobias, Adrian Saville, Chief Executive at Cannon Asset Management discussed The African Century. Here’s an excerpt from the interview: Tobias: It’s long been said that there’s an African century coming. Do you feel that it is in fact here? I don’t know what has changed, but … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Small, Cheap, Junk Rally. Here’s an excerpt from the podcast: Tobias: There are big moves going on under the surface of the market, the market at the moment is basically at all-time highs. It fell … Read More

In this episode of The Acquirers Podcast Tobias chats with Adrian Saville, Chief Executive at Cannon Asset Management. During the interview Adrian provided some great insights into: Deep Value + Quality Sticking With Your Process The African Century Neutralizing Big Macro Risks $NPSNY, $TCEHY & Holdcos Dealing With Accounting & … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Bonsais and Investing. Here’s an excerpt from the podcast: Jake: All right, so shoutout to John Chu, who’s a listener who sent me a really nice writeup on this topic. I’m basically just going to … Read More

In his recent interview with Tobias, Christopher Bloomstran of Semper Augustus discussed $BRK.B’s Share Repurchases . Here’s an excerpt from the interview: Tobias: There’s a few points in there. One of them is, he spent a little bit of time in this letter defending the conglomerate structure, and he spent a … Read More

In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Bonsais and Investing Portfolio Management Small, Cheap, Junk Rally $TYL vs $DJCO Trying To Find Uncorrelated Bets The Interest Rate Spike Value Does Better In A Rising Rate Environment Tesla’s Biggest Daily Rise In A … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed The Biggest Winners Are Undervalued . Here’s an excerpt from the podcast: Tobias: Yeah, I do lots of things in addition to trying to– When I look back over various backtests and look at things … Read More

In his recent interview with Tobias, Christopher Bloomstran of Semper Augustus discussed Buffett’s $AAPL Trade. Here’s an excerpt from the interview: Tobias: I’m not entirely sure when I said it, but sometime last year, I started saying that I thought that Apple trade was the greatest trade ever for a number … Read More