The Blog

In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: HeLa Cells Morality In Investing Buffett’s Energy Bets Inflation Fears Is $MO Worse Than $FB? $CSU Suspends Dividends Value Investing & Inflation How To Assess Corporate Culture Invincible Industrialists T. Rowe Price – New Hedge … Read More

In his recent interview with Tobias, Drew Dickson of Albert Bridge. discussed The Math On $TSLA Doesn’t Add Up. Here’s an excerpt from the interview: Mine is it would keep me away from owning something like Tesla, unfortunately, because I can’t get there, even in the most– Toyota and Volkswagen … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Musk vs Buffett. Here’s an excerpt from the episode: Tobias: What about this view that Musk is this incredible industrialist that he’s Tesla’s Holding Company of all these different business lines and just buying some … Read More

In his recent interview with Tobias, Drew Dickson of Albert Bridge discussed How To Build A Debiasing Strategy. Here’s an excerpt from the interview: Drew: Whereas you can find winners and losers within the healthcare equipment space or within media or technology or industrials pretty easily. Easily, you can identify … Read More

In his recent interview with Tobias, Drew Dickson of Albert Bridge discussed Hunting Alpha In Europe. Here’s an excerpt from the interview: Tobias: What’s your universe, in terms– so it’s Europe, but it’s anywhere in Europe, and then do you care about your geographic concentration or diversification or that’s just … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed ARK’s Presentation On The Future. Here’s an excerpt from the episode: Jake: Okay. After a decade of sucking my thumb apparently, I’ve been working on having more right tail consciousness. Think about how things can … Read More

In this episode of The Acquirers Podcast Tobias chats with Drew Dickson of Albert Bridge. During the interview Drew provided some great insights into: Hunting Alpha In Europe The DCF is the Randy Watson of Valuation Voting Machine Or Weighing Machine How To Build A Debiasing Strategy Narrative Driven Markets … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed $TSLA Buys $BTC. Here’s an excerpt from the episode: Tobias: Yeah, I’m going to do more of the no structure, no topic, although I did see Tesla bought bitcoin. I know that everybody’s sick and … Read More