The Blog

In this week’s episode of the VALUE: After Hours Podcast Taylor, Brewster, and Carlisle discussed How We Can All Become A Positive Force In Our Local Communities. Here’s an excerpt from the episode: Jake Taylor: All right. I’ll try to keep this quick because I feel like we need to … Read More

During his recent interview with Tobias, the team from Tweedy Browne discussed Valuing Companies Using Comparative M&A Deals In Similar Industries. Here’s an excerpt from the interview: Jay Hill: So one of the things that I think people find interesting about our process is that the analysts here probably spend anywhere … Read More

In this week’s episode of the VALUE: After Hours Podcast Taylor, Brewster, and Carlisle discussed The 4 Horsemen of Coronapocalypse. Here’s an excerpt from the episode: Tobias Carlisle: Fellows, let’s move on to another topic. I’ve got a comment up on the screen. I don’t think you guys can see … Read More

During their recent interview with Tobias, the team from Tweedy Browne discussed Value Investing Works Because It’s Painful And Very, Very Difficult. Here’s an excerpt from the interview: Tobias Carlisle: Let me ask you, given the very long history of Tweedy and the enormous combined experience in the room, when … Read More

In this episode of The Acquirer’s Podcast Tobias chats with five members of the legendary value firm Tweedy Browne. These include Roger R. de Bree, Frank H. Hawrylak, Jay Hill, Thomas H. Shrager, and Robert Q. Wyckoff, Jr. These members of the investment committee have spent between 17 and 45 … Read More

In this week’s episode of the VALUE: After Hours Podcast Taylor, Brewster, and Carlisle discussed Managing Capital In A Downturn. Here’s an excerpt from the episode: Bill Brewster: Yeah. Sure. I guess so. So I sort of wrote to… I’m running the family money or whatever, so I wrote them … Read More

In this episode of the VALUE: After Hours Podcast Taylor, Brewster, and Carlisle chat about: Managing Capital In A Downturn The 4 Horsemen of Coronapocalypse Who Saw It Coming How Can We All Become A Positive Force In Our Local Communities Plus Or Minus Five Months From The Bottom Doesn’t … Read More

 During his recent interview with Tobias, Dr Ben Hunt from Epsilon Theory discussed his recognition of the true threat of Coronairus before most. Here’s an excerpt from the interview: Tobias Carlisle: I like to follow the conspiracy theorist. It’s like that scene in men in black, when he says, he … Read More