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

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

(Ep.48) The Acquirers Podcast: Steven Kiel – Transition Co’s – Balance-Sheet-To-Income-Statement Investing, Special Situations And Graham

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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

@LAForeverHall’s Thought Provoking TweetStorm

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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

Key Insights From The Man Who Solved The Market

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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

(S02 E01) 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: 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

Why Rentech Is More Successful Than Other Firms

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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

(Ep.45) The Acquirers Podcast: David Trainer – Robo-Analyst, Fundamental Analysis, Machine Learning, And Forensic Accounting

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 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

(Ep.44) The Acquirers Podcast: O Line: Holiday Special With Tim Kohn On The NFL, Fintwit, Coconuts, And Australia-Truthing

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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

Top 10 Acquirers Podcasts 2019

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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