The Blog

During his recent interview with Tobias, Gregory Zuckerman, author of The Man Who Solved the Market, discussed his key takeaways from the book. Here’s an excerpt from the interview: Tobias Carlisle: Look, I absolutely loved the book. Thoroughly recommend everybody go and take a look at it. It’s The Man … Read More

Summary In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Our 2020 New Year’s Resolutions 3 Points From @LAForeverHall’s Thought Provoking Tweet The Entire Stock Market Is Loaded To The Gills On One Side Of The Boat How Do You Know When You’re Ready … Read More

During his recent interview with Tobias, Gregory Zuckerman, author of The Man Who Solved the Market, discussed how being too big in investing leads to under-performance. Here’s an excerpt from the interview: Tobias Carlisle: You pose some great questions at the start of the book and I’m interested to know … Read More

During this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss the investing version of Marry, F#&%, Kill – Buy, Trade, Short: Jake Taylor: Well, in the name of the holidays, I thought it’d be fun to play a game. There’s this kind of fun game … Read More

During this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Michael Green’s Thesis On The Rise Of Passive Investing Causing A Melt-Down: Tobias Carlisle: Alright. Let’s do my topic, which is Michael Green who has previously been at Thiel Capital. I’m not sure where he … Read More

Summary In this episode of The Acquirer’s Podcast Tobias chats with Gregory Zuckerman. He’s a journalist at the Wall Street Journal. He’s written several fantastic books. His most recent one is The Man Who Solved the Market, which is about Jim Simons and Renaissance. During the interview Greg provided some … Read More

During his recent interview with Tobias, Gregory Zuckerman, author of The Man Who Solved the Market, discussed what makes Rentech more successful than other investing firms. Here’s an excerpt from the interview: Greg Zuckerman: Yes. But, let’s also remember that the bulk of the signals are developed by his colleagues … Read More

Summary In this episode of The Acquirer’s Podcast Tobias chats with Jose Ivan Garcia. He’s the founder and one of the partners in Zona Value. During the interview Ivan provided some great insights into: Back-Testing The Performance Of The Magic Formula And The Acquirer’s Multiple Paco Paramés – The European … Read More

 Summary In this episode of The Acquirer’s Podcast Tobias chats with David Trainer, Founder and CEO of New Constructs. Companies use adjustments and accounting shenanigans to manage or manipulate their earnings often to disguise the true economic picture of what’s occurring in the company. New Constructs unpack those distortions … Read More

Summary In this holiday special of The Acquirer’s Podcast Tobias chats with Tim Kohn. He’s eKohnomics on Twitter, Fintwit’s dumb football player, and was drafted in 1997, in the 3rd round, to the Oakland Raiders. During the interview Tim discussed: Warren Buffett Of The NFL Locker Room Coconut Risk And How … Read More

If you’ve got some free time over Christmas and you’d like to listen to some great investing podcasts, Tobias and I have compiled a list of the top 10 Acquirers Podcasts for 2019: Big Decisions: Michael Mauboussin talks luck, skill, success, risk, mean reversion, and the base rate Intelligent Fanatic: … Read More

 Summary In this episode of The Acquirer’s Podcast Tobias chats with Sean Brown, the President and CEO of YCharts. YCharts is a cloud based investment research tool. During the interview Sean provided some great insights into: YCharts – The Swiss Army Knife Of Investment Research How A Corporate Crisis … Read More