VALUE: After Hours (S02 E26): Bill’s Robinhood Follow-up, Bernstein’s Deep Risk, $INTC and $LMT

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In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Bernstein’s Deep Risk: How History Informs Portfolio Design Great Opportunities Today For Deep Value Investors Munger’s FOMO Moment Made Him Millions How Would A Young Warren Buffett Invest Today? Bill’s Robinhood Follow Up Comparing This … Read More

How Share-Based Compensation Lowers Returns

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During his recent interview with Tobias, Partha Mohanram, a Professor of Accounting and John H. Watson Chair in Value Investing at The University of Toronto discussed How Share-Based Compensation Lowers Returns. Here’s an excerpt from the interview: Tobias: One of your papers that I discovered it after you got in contact with me, … Read More

Treacherous Markets

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During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Treacherous Markets. Here’s an excerpt from the episode: Tobias: So, I just been really enjoying watching Davey Day Trader on the Twitter machine and everything else. Clearly, there are lots of folks following him and … Read More

The Efficacy Of Fundamental Analysis Has Declined

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During his recent interview with Tobias, Partha Mohanram, a Professor of Accounting and John H. Watson Chair in Value Investing at The University of Toronto discussed how The Efficacy Of Fundamental Analysis Has Declined. Here’s an excerpt from the interview: Tobias: That was one of the things that I wanted to talk to … Read More

Dark Matter, And Why It’s Important To Investors

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During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed dark matter, and why it’s important to investors. Here’s an excerpt from the episode: Jake: Bill, focus right now. 18% of the matter based on mass in the universe is visible to us and the … Read More

Picking Winners From Losers Using The G-Score

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During his recent interview with Tobias, Partha Mohanram, a Professor of Accounting and John H. Watson Chair in Value Investing at The University of Toronto discussed Picking Winners From Losers Using The G-Score. Here’s an excerpt from the interview: Tobias: Well, your name was brought to my attention by the Practical Quant, … Read More

Finding A ‘Cusper’ To Run Your Acquisition

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During his recent interview with Tobias, Michael Girdley, Executive Chairman at Dura Software discussed Finding A ‘Cusper’ To Run Your Acquisition. Here’s an excerpt from the interview: Michael: Yeah. Our model is actually– we look for a very specific type of person, so we look for a man or woman that we call … Read More

Bankruptcy Gamblers

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During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Bankruptcy Gamblers. Here’s an excerpt from the episode: Tobias: It’s just the market is full of gamble at the moment. I doubt that most people who are buying that even know that it’s in bankruptcy. … Read More

The Playbook – System of Systems for Business and Startup Management for Companies with <50 Employees

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During his recent interview with Tobias, Michael Girdley, Executive Chairman at Dura Software discussed his Playbook – System of Systems for Business and Startup Management for Companies with <50 Employees. Here’s an excerpt from the interview: Tobias: That’s kind of interesting. Often you find these things, they’ve got to the peak of some … Read More

The Right Size II

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During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed The Right Size II. Here’s an excerpt from the episode: Jake: Alright are we ready for some veggies to part two of on being the right size, Bill. Jake: Last week, we talked about how … Read More

(Ep.72) The Acquirers Podcast: Michael Girdley – Niche Acquirer, Dura Software’s Hyper-Niche SME Acquisition Strategy

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In this episode of The Acquirer’s Podcast Tobias chats with Michael Girdley, Executive Chairman at Dura Software, a firm that specializes in acquiring hyper-niche software businesses. During the interview Michael provided some great insights into: Finding Opportunities In Horizontally Focused Hyper-Niche Software Businesses The Playbook – System of Systems for … Read More

Price Drives Diligence

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During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Price Drives Diligence. Here’s an excerpt from the episode: Bill: Yeah, I can do it. I guess the security that resides in my portfolio that is both the biggest and is most on my mind … Read More

The Trend Is Your Friend: Momentum Investing

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During his recent interview with Tobias, Maj Soueidan, President and Co-Founder at Geoinvesting discussed Momentum Investing. Here’s an excerpt from the interview: Maj: I got off track, I’m sorry. I think we are at a point now where it’s– the smart money is starting to find these companies, and the retail investors are … Read More

Opportunities In The Decimated Aerospace Value Chain

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During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Opportunities In The Decimated Aerospace Value Chain. Here’s an excerpt from the episode: Bill: I think the aerospace value chain, because it’s super decimated as many of you may know, all 10 of you. I … Read More