Ray Dalio: Cash Is Trash In 2020

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Interviewer: David Tepper had texted into the show on Friday and suggested right now you have to be in the market, full-on. So the question is whether everybody jumps on the train. Everybody gets in full-on, and then the problem arises. When do you jump off the train? Dalio: The … Read More

(S02 E03) The VALUE: After Hours Podcast

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Summary In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: 3 Lessons Investors Can Learn From Rush Drummer – Neil Peart The Right Tail – How Errors Of Commission And Omission Are Hurting Your Returns Who Needs Moonshots? How Former Hollywood Mogul Barry Diller … Read More

Jeff Ubben Top 10 Holdings

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One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More

One Of The Most Popular Papers On Online-Dating Advice – Written By A Hedge Fund Manager

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During his recent interview with Tobias, Dan McMurtrie, Founder of the Long/Short hedge fund Tyro Partners and Bangladesh VC fund – Anchorless Bangladesh, discussed his very popular paper The Dating Market: Thesis Overview which has received upwards of 500,000 clicks. Here’s an excerpt from the interview: Tobias Carlisle: Well, let’s change … Read More

Justin Mallory – What Should Warren Buffett Buy?

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 Summary In this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Justin Mallory’s Twitter thread on – What Should Warren Buffett Buy? Here’s an excerpt from the episode: Tobias Carlisle: So. Should we move on to my topic? Tobias Carlisle: Justin Mallory on Twitter, … Read More

Chuck Akre – The Art Of (Not) Selling

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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

Turnarounds In Big Brand Names Provide Significant Investment Opportunities

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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

(Ep.49) The Acquirers Podcast: Dan McMurtrie – SuperMugatu – Long/Short Equity, Bangladesh Venture Capital, And Millennial Dating

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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

Aswath Damodaran’s – Revisiting The Big Market Delusion

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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

Ray Dalio – Top New Buys, Top Sold Out Positions

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One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More

Guy Spier: Top 10 Holdings

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One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More

Investing Using A Buffett Partnership Style Strategy

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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

(S02 E02) The VALUE: After Hours Podcast

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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