Greenwald – “We Didn’t Get Growth Right!”

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During his recent interview with Tobias, David Horn, Adjunct Professor of Applied Value Investing at Columbia Business School, discussed Greenwald – “We Didn’t Get Growth Right!”. Here’s an excerpt from the interview: Tobias: If it’s the Greenwald class, you’re teaching to the Greenwald from Buffett and Graham– [crosstalk] David: Yeah, … Read More

The Big Con

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During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed The Big Con. Here’s an excerpt from the episode: Tobias: I might punt a little bit on Edward. We can talk about Edward in a moment. But your pitch reminded me about a book that … Read More

Endogenous Versus Exogenous Rates Of Return

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During his recent interview with Tobias, David Horn, Adjunct Professor of Applied Value Investing at Columbia Business School, discussed Endogenous Versus Exogenous Rates Of Return. Here’s an excerpt from the interview: David: Let’s get in a little bit. And this came into– we’ve tweaked a little bit about this, and … Read More

(Ep.87) The Acquirers Podcast: David Horn – Applied Value: Columbia Adjunct Professor On Applied Value Investing

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In this episode of The Acquirers Podcast Tobias chats with David Horn, Adjunct Professor of Applied Value Investing at Columbia Business School. During the interview David provided some great insights into: There’s More Than One Way to Be a Value Investor Endogenous Versus Exogenous Rates Of Return Greenwald – “We … Read More

Business Code Breaking

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During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Business Code Breaking. Here’s an excerpt from the episode: Jake: All right. Let’s go back to 1940 London, and you’re walking down the street and the siren goes off, and people nonchalantly start walking towards … Read More

VALUE: After Hours (S02 E39): Business Code Breaking, The Big Con and Edward Chancellor, Market Wizards

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In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Business Code Breaking The Big Con Allergic To Hype Value Hacking Rogan’s Spotify Fiasco And Guerrilla Marketing Apple Gimmicks Edward Chancellor – Inflation And Value Investing Trading Like Rembrandt’s The Fine Line Between Hustle And … Read More

Antifragility

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During their recent interview with Tobias, Jason Buck and Taylor Pearson of The Mutiny Fund discussed Antifragility. Here’s an excerpt from the interview: Tobias: I read Taleb’s more readable book, not Black Swan. The one– Taylor: Fooled by Randomness. Tobias: Fooled by Randomness. Thank you, yeah. Taylor: I agree that … Read More

Value Bucket Looks High Quality

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During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed the Value Bucket Looks High Quality. Here’s an excerpt from the episode: Tobias: Yeah, I think that we’re at a funny point in the market. I think that the value bucket has never looked higher … Read More

Tail Hedging And Crisis Alpha

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During their recent interview with Tobias, Jason Buck and Taylor Pearson of The Mutiny Fund discussed Tail Hedging And Crisis Alpha. Here’s an excerpt from the interview: Jason: Yeah, the idea being that spoonful of sugar. For decades, Taleb and Spitz Nagel, and all these guys have been saying, “You … Read More

French Cashflows

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During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed French Cashflows. Here’s an excerpt from the episode: Tobias: I have some presentations coming up. And I had to just go back and look at the data again for price to cash flow. This is … Read More

“Black Swan” Volatility

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During their recent interview with Tobias, Jason Buck and Taylor Pearson of The Mutiny Fund discussed “Black Swan” Volatility. Here’s an excerpt from the interview: Tobias: So, the Mutiny Fund is, from what I can see, it’s a tail risk fund, is that a fair description of it? Jason: We’d … Read More

Cicadas, Parasites And Prime Numbers

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During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Cicadas, Parasites And Prime Numbers. Here’s an excerpt from the episode: Jake: All right. Let’s talk about investment cicadas. I’m going to start off with a little quote that I found that I really liked … Read More

VALUE: After Hours (S02 E38): Cicadas, Parasites And Prime Numbers, Value Cabbage, And French Cashflows

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In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Investing Cicadas, Parasites And Prime Numbers French Cashflows Value Cabbage Optimum Time In Research To Introduce Price Value Bucket Has Never Looked Higher Quality Berkshire’s Portfolio With Zero Tax Implications $NKLA Vaporized Increasing SaaS Margins … Read More

Hostile Resistance to Activism

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During her recent interview with Tobias, Professor Nicole Boyson discussed Hostile Resistance to Activism. Here’s an excerpt from the interview: Tobias: I remember in the heyday in the mid-2000s, there were a few articles that would talk about 27-year-old activists calling up pretty well-respected, established CEOs. And they might have … Read More

$BRK.B Berkshire Versus S&P 500

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During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed $BRK.B Berkshire Versus S&P 500. Here’s an excerpt from the episode: Tobias: Berkshire versus S&P 500. Bill: I don’t know. Tobias: Anybody want to take a go with that? Jake: Looking backwards or forwards? Tobias: … Read More

$NKLA Goes Downhill

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During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed $NKLA Goes Downhill. Here’s an excerpt from the episode: Tobias: It’s so funny that in the moment, all of these things sort of seem to make sense. But given a few years’ distance from them, … Read More

Hedge Fund Contagion and Liquidity Shocks

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 During her recent interview with Tobias, Professor Nicole Boyson discussed Hedge Fund Contagion and Liquidity Shocks. Here’s an excerpt from the interview: Tobias: In the SSRN, I was looking at your most downloaded papers. So, that’s Hedge Fund Contagion and Liquidity Shocks. Why is that paper so popular? Nicole: Well, … Read More

(Ep.85) The Acquirers Podcast: Nicole Boyson – Activist Hedge: An Academic Approach To Hedge Funds And Activism

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In this episode of The Acquirers Podcast Tobias chats with Professor Nicole Boyson. She’s the Patrick F. and Helen C. Walsh Research Professor of Finance at the D’Amore-McKim School of Business. During the interview Nicole provided some great insights into: How Does Past Experience Impact Hedge Fund Activism? Hedge Fund … Read More