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There’s Considerable Advantages In Setting Up A VC Fund In BangladeshDuring his recent interview with Tobias, Dan McMurtrie, Founder of the Long/Short hedge fund Tyro Partners and Bangladesh VC fund – Anchorless Bangladesh, discussed the consider…
(S02 E03) The VALUE: After Hours PodcastSummary 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…- Jeff Ubben Top 10 HoldingsOne 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 the…
- One Of The Most Popular Papers On Online-Dating Advice – Written By A Hedge Fund ManagerDuring 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 pop…
- David Einhorn: Growth Has Knocked The Stuffing Out Of Value Last Three Years (106% vs. 17%)In David Einhorn’s most recent investor letter (Q4 2019) he highlights the fact that Greenlight Capital Funds have returned 13.8% in 2019 compared to 31.5% for the S&P 500. He a…
Justin Mallory – What Should Warren Buffett Buy? 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…- Seth Klarman: How To Calculate A Company’s Present-ValueIn Seth Klarman’s book Margin of Safety he provides some great insights into how investors can calculate a company’s present-value saying: At times when interest rates are unusu…
- Chuck Akre – The Art Of (Not) SellingSummary 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 epis…
- Turnarounds In Big Brand Names Provide Significant Investment OpportunitiesDuring his recent interview with Tobias, Dan McMurtrie, Founder of the Long/Short hedge fund Tyro Partners and Bangladesh VC fund – Anchorless Bangladesh, discussed how turnarou…
- Is The Slowdown In Mean Reversion The Reason That Value Investing Has Lost It’s Edge?Late last year Baruch Lev from the New York University and Anup Srivastava from the University of Calgary wrote a paper titled – Explaining the Recent Failure of Value Investing…
- (Ep.49) The Acquirers Podcast: Dan McMurtrie – SuperMugatu – Long/Short Equity, Bangladesh Venture Capital, And Millennial DatingIn 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 Bangla…
- Aswath Damodaran’s – Revisiting The Big Market DelusionSummary 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 exce…
- This Week’s Best Investing Articles, Research, Podcasts 1/17/2020Here’s a list of this week’s best investing reads: Haters (Paul Graham) OyoMFG (Scott Galloway) The Future of Book Publishing (A Wealth of Common Sense) Risk Is What You Don’t S…
Last Chance To Get Your Free Pass To See Tobias Online At The Wealth365 SummitLast chance to get your FREE PASS to see Tobias Carlisle and a bunch of other really smart investors online at the Wealth365 Summit, January 20-25, 2020. It’s all 100% online so…- Ray Dalio – Top New Buys, Top Sold Out PositionsOne 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 the…
- Guy Spier: Top 10 HoldingsOne 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 the…
Investing Using A Buffett Partnership Style StrategyDuring 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: To…- (S02 E02) The VALUE: After Hours PodcastSummary 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 A…