Category Archive

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed The Consensus Of The Consensus: The Market’s Going Down And Coming Back Up. Here’s an excerpt from the episode: Tobias Carlisle: All right, let’s move on to mine and then we’ll start taking some… we’ve … Read More

During his recent conversation with Tobias, Clayton Gardner, co-founder of Titan, discussed Buying Good Companies That Will Not Have Free Cash Flow Impairment For The Next 3-5 Years. Here’s an excerpt from the interview: Tobias Carlisle: On coronavirus, I think it’s been quite interesting watching FinTwit, because I think a … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed The New Grain Of Salt Index. Here’s an excerpt from the episode: Tobias Carlisle: Jake, do you want to do the Taylor rule, the new Taylor rule? Jake Taylor: That’s not the name. The name … Read More

During his recent conversation with Tobias, Clayton Gardner, co-founder of Titan, discussed Titan’s 13F Replication Strategy In A Fintech Wrapper. Here’s an excerpt from the interview: Tobias Carlisle: Well, thank you. So Titan. What is it? Clayton Gardner: So Titan is mobile investing platform and we’re democratizing hedge funds and … Read More

In this episode of The Acquirer’s Podcast Tobias chats with Clayton Gardner, co-founder of Titan, which is a mobile investing platform – it’s a hedge fund for everyone. During the interview Clayton provided some great insights into: Titan’s 13F Replication Strategy In A Fintech Wrapper Buy Good Companies That Will … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Restoration Hardware’s Recent Earnings Call. Here’s an excerpt from the episode: Bill Brewster: I’m fine to talk. I thought Restoration Hardware, I was just saying, I listened to a call yesterday, it was just a … Read More

In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: What Can We Learn From Restoration Hardware’s Recent Earnings Call The New Grain Of Salt Index The Consensus Of The Consensus Is That The Market’s Going Down And Coming Back Up Different Strategies For Different … Read More

During his recent conversation with Tobias, Stephen Clapham, founder of Behind The Balance Sheet, discussed why Most Companies Will Use This Turmoil To Re-Base Their Earnings. Here’s an excerpt from the interview: Tobias Carlisle: John Kenneth Galbraith used to call the difference between the reported numbers and what was actually happening underneath … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed the Value Portfolio Upgrade. Here’s an excerpt from the discussion: Tobias Carlisle: Let’s move on to another finance related topic, I guess this months up. Jake Taylor: Toby, you’re up. Bill Brewster: Oh, peanut butter. … Read More

During his recent conversation with Tobias, Stephen Clapham, founder of Behind The Balance Sheet, discussed the need to beware of companies with complicated accounting policies. Here’s an excerpt from the interview: Tobias Carlisle: Let’s talk about an individual name, or a few. Are you familiar with Tesla? Stephen Clapham: Oh, I don’t … Read More

During his recent conversation with Tobias, Stephen Clapham, founder of Behind The Balance Sheet, discussed Quick Ways To Spot Company Frauds. Here’s an excerpt from the interview: Tobias Carlisle: When you’re examining companies … so you’re a detailed analyst. You invest both long and short. When you are looking at them, … Read More

In this episode of The Acquirer’s Podcast Tobias chats with Stephen Clapham, the founder of Behind The Balance Sheet, which provides research, forensic accounting training courses, and consultancy for professional analysts and private investors. During the interview Stephen provided some great insights into: Some Quick Ways To Spot Company Frauds … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Michael Mauboussin’s Paper – BIN There, Done That. Here’s an excerpt from the discussion: Jake Taylor: Yeah, let’s eat our veggies upfront. Now this paper, if you’re making any kind of decisions, discretionary in an … Read More

In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Michael Mauboussin’s Paper – BIN There, Done That Blowups In Hedge Fund Hotels Value Portfolio Upgrade Why We Like The CAPE Ratio Is The Market Still Expensive? What Can We Learn From Buffett Not Making … Read More

During his recent interview with Tobias, the team from Tweedy Browne discussed Comparing Companies Using The ‘Owner Earnings Yield’. Here’s an excerpt from the interview: Jay Hill: Yeah. And I guess the next part of the process is how do we identify new ideas, right? And I would say probably 80 … Read More

In this week’s episode of the VALUE: After Hours Podcast Taylor, Brewster, and Carlisle discussed How We Can All Become A Positive Force In Our Local Communities. Here’s an excerpt from the episode: Jake Taylor: All right. I’ll try to keep this quick because I feel like we need to … Read More

During his recent interview with Tobias, the team from Tweedy Browne discussed Valuing Companies Using Comparative M&A Deals In Similar Industries. Here’s an excerpt from the interview: Jay Hill: So one of the things that I think people find interesting about our process is that the analysts here probably spend anywhere … Read More

In this week’s episode of the VALUE: After Hours Podcast Taylor, Brewster, and Carlisle discussed The 4 Horsemen of Coronapocalypse. Here’s an excerpt from the episode: Tobias Carlisle: Fellows, let’s move on to another topic. I’ve got a comment up on the screen. I don’t think you guys can see … Read More

During their recent interview with Tobias, the team from Tweedy Browne discussed Value Investing Works Because It’s Painful And Very, Very Difficult. Here’s an excerpt from the interview: Tobias Carlisle: Let me ask you, given the very long history of Tweedy and the enormous combined experience in the room, when … Read More