The Blog

Summary In this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Chuck Akre – The Art Of (Not) Selling. Here’s an excerpt from the episode: Tobias Carlisle: Bill, do you want to do Chuck Akre? Chuck Acre…Akery? How do you say it? Bill Brewster: No, … Read More

During his recent interview with Tobias, Dan McMurtrie, Founder of the Long/Short hedge fund Tyro Partners and Bangladesh VC fund – Anchorless Bangladesh, discussed how turnarounds in big brand names provide significant investment opportunities. Here’s an excerpt from the interview: Tobias Carlisle: Let’s talk about Tyro. Your Long/Short hedge fund … Read More

In this episode of The Acquirer’s Podcast Tobias chats with Dan McMurtrie. He’s the Founder of the Long/Short hedge fund Tyro Partners and Bangladesh VC fund – Anchorless Bangladesh. He’s also written maybe the modern male millennial version of Carrie Bradshaw’s Sex and the City paper. He’s the artist formerly … Read More

Summary In this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Aswath Damodaran’s – Revisiting he Big Market Delusion. Here’s an excerpt from the episode: Tobias Carlisle: Let’s start with Aswath Damodaran. Bill Brewster: Yeah. Jake Taylor: Close. Yeah. Damodaran, something like that. Yeah. Late … Read More

During his recent interview with Tobias, Steven Kiel of Arquitos Capital discusses investing using a Buffett Partnership style strategy. Here’s an excerpt from the interview: Tobias Carlisle: So, these are all particularly interesting positions, how do you transition from being a lawyer to being an investor in things like this? … Read More

Summary In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: A Review Of Aswath Damodaran’s – Revisiting The Big Market Delusion Chuck Akre – The Art Of (Not) Selling Justin Mallory  – What Can Warren Buffett Buy? How To Stick With Your Investing Strategy … Read More

During this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss how the entire stock market is currently loaded to one side of the boat, and what that might mean for the future: Tobias Carlisle: I think that’s a good segue to, actually, this was what … Read More

During his recent interview with Tobias, Steven Kiel of Arquitos Capital discusses how S1 and S3 filings provide a great source for investment opportunities. Here’s an excerpt from the interview: Tobias Carlisle: Well, let’s go back to Arquitos, how are you finding your ideas there? You say you don’t screen, … Read More

During his recent interview with Tobias, Steven Kiel of Arquitos Capital discusses special situation investing and ‘transition companies’. Here’s an excerpt from the interview: Tobias Carlisle: So, Arquitos, that’s your fund you’ve been running since 2012, it’s returned 16.9% after fees, and it says in the document that you sent … Read More

During this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss how you know when you’re ready to start your own fund and run outside capital: Tobias Carlisle: I forget which movie it is, but they talk about the American businessmen, they make these great leaps … Read More

In this episode of The Acquirer’s Podcast Tobias chats with Steven Kiel. He runs Arquitos Capital and he’s got a lot of other interesting investments. He’s also a special situations investor. During the interview Steven provided some great insights into: Special Situations Investing – Transition Companies Balance Sheet To Income … Read More

During this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss @LAForeverHall’s Thought Provoking TweetStorm: Tobias Carlisle: The tweet storm that you we’re going to discuss, Bill, I’m just going to jump the gun a little bit. But the tweet storm that you had. Liz, LAForever, … Read More