The Blog

In this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed how an oil spike could pop the Everything Bubble. Here’s an excerpt from the episode: Jake Taylor: All right, so my topic this week is about what if a spike in the oil price is … Read More

During his recent interview with Tobias, Corey Hoffstein, co-founder and Chief Investment Officer at Newfound Research discussed his approach to managing risk using a strategy that he calls – diversifying your diversifiers. Here’s an excerpt from the interview: Tobias Carlisle: I’ve had Adam Butler on the show, who’s Gestalt at … Read More

Summary In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Bruce Greenwald: We’re Moving Into An Economy Based On Local Scale Advantages Will A Spike In The Oil Price Be The Pin That Pierces The Everything Bubble High Performance Compounder Jack Henry & Associates … Read More

During his recent interview with Tobias, Corey Hoffstein, co-founder and Chief Investment Officer at Newfound Research discussed why value investing indices are not all created equally. Here’s an excerpt from the interview: Corey Hoffstein: Yeah, I mean, I think to your point, this is something we were chatting about before … Read More

In this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Fundsmith’s CEO Terry Smith, and his shareholder letters. Here’s an excerpt from the episode: Tobias Carlisle: So, tell us about the Fundsmith letters. What’s the most recent Fundsmith letter? Bill Brewster: Well, I mean, Terry … Read More

During his recent interview with Tobias, Corey Hoffstein, co-founder and Chief Investment Officer at Newfound Research discussed the agnostic’s case for value. Here’s an excerpt from the interview: Tobias Carlisle: That sounds great. Oh man, you’ve got to help out long suffering value, guys. I’m looking for any kind of … Read More

In this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed the return of risk arbitrage. Here’s an excerpt from the episode: Tobias Carlisle: Shall we kick on to the next topic? Jake, do you want to give us yours? Jake Taylor: Yeah. I recently read … Read More

In this episode of The Acquirer’s Podcast Tobias, chats with Corey Hoffstein. He is a co-founder and Chief Investment Officer at Newfound Research. Founded in August 2008, Newfound Research is a quantitative asset management firm based out of Boston, MA. During the interview Corey provided some great insights into: The Robust … Read More

In this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Constellation Software’s growth-through-acquisition-strategy. Here’s an excerpt from the episode: Tobias Carlisle: So I’ve got this ongoing theme where I’m looking at companies that basically are set up to do acquisitions, so we looked at Barry Diller … Read More