Category Archive

 In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Mise en Place Investing. Here’s an excerpt from the episode: Jake: What we’re going to be talking about is this French culinary concept called mise en place, and what it means in effectively an … Read More

In this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: Munger And Jack Ma GMO’s Value Reversals Mise en place Investing How Much To Pay For The Best Companies 52-Week High And Low Starting Points S&P Global and IHS Markit Merger What … Read More

During his recent interview on The Acquirers Podcast with Tobias, Tim Travis, founder and deep value investor at T&T Capital Management discussed Dollar Cost Average Using Options. Here’s an excerpt from the interview: Tobias: We were speaking a little bit before about rebalancing, so you definitely buy as something’s going against … Read More

During his recent interview on The Acquirers Podcast with Tobias, Tim Travis, founder and deep value investor at T&T Capital Management discussed Inflation Ultimately Drives The Fed. Here’s an excerpt from the interview: Tobias: Yeah, I watch the 10 year pretty closely, because I think it’s a reasonable proxy for not … Read More

 During his recent interview on The Acquirers Podcast with Tobias, Tim Travis, founder and deep value investor at T&T Capital Management discussed Marrying Value With Options. Here’s an excerpt from the interview: Tobias: Can you describe your strategy? Tim: Sure. Definitely, we start first and foremost with identifying deeply undervalued … Read More

In this episode of The Acquirers Podcast, Tobias chats with Tim Travis, founder and deep value investor at T&T Capital Management. During the interview Tim provided some great insights into: Big Disconnect Between Value & Growth Biggest Positions In Your Best Ideas FANMAG Valuations Marrying Value With Options Choose Managements … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Mitchell, Brewster, and Carlisle discussed Asymmetric Returns. Here’s an excerpt from the episode: Mike: My problem with all these is, I’ve had a couple of bites at that apple, and I do the stupidest thing, and I’m so consistent … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Mitchell, Brewster, and Carlisle discussed Calculating Return Rates. Here’s an excerpt from the episode: Tobias: How do you set your personal return requirements? What are you basing that on? Mike: For me? Tobias: Yeah, or anybody but you raised … Read More

During his recent interview on The Acquirers Podcast with Tobias, David Barr, President & CEO of Pender Capital Management discussed Buying Public Companies Using A VC Mindset. Here’s an excerpt from the interview: Tobias: When you’re looking at something like this, how do you think about valuation? Do you have your … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Mitchell, Brewster, and Carlisle discussed Animal Spirits. Here’s an excerpt from the episode: Tobias: Animal spirits. Mike: That’s right. That was the Fed coming in and saying, “I will not let this blow up.” It’s the liquidity. That’s what … Read More

 During his recent interview on The Acquirers Podcast with Tobias, David Barr, President & CEO of Pender Capital Management discussed Opportunities In ‘Battleground’ Stocks. Here’s an excerpt from the interview: Tobias: How do you take the approach that you have which seems very suitable for small cap growth tech and … Read More

 During his recent interview on The Acquirers Podcast with Tobias, David Barr, President & CEO of Pender Capital Management discussed Finding Scalable Businesses Early. Here’s an excerpt from the interview: David: Yeah. I would expand it. We’re ideally looking for capital-light business models. Technology is just aplenty with them as … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Mitchell, Brewster, and Carlisle discussed the Lean Into The Pain Framework. Here’s an excerpt from the episode: Mike: I think the thing that investors should– if you’re a single stock picker, if you’re not a single stock picker or … Read More

In this episode of The Acquirers Podcast, Tobias chats with David Barr, President & CEO of Pender Capital Management. During the interview David provided some great insights into: ‘Close The Discount’ Investing Uncovering The Best Capital-Light Businesses Early How To Generate Alpha In Markets Use Private Market Valuations On Public … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Mitchell, Brewster, and Carlisle discussed The Evolution Of Berkshire’s Hurdle Rate. Here’s an excerpt from the episode: Jake: Now, you raised some really good points with that. I think it’s been interesting to watch the evolution of Berkshire and … Read More

In this episode of the VALUE: After Hours Podcast, Jake Taylor, Mike Mitchell, Bill Brewster, and Tobias Carlisle chat about: Fighter Pilots & Investing The Evolution Of Berkshire’s Hurdle Rate Animal Spirits Lean Into The Pain Framework Calculating Return Rates Listen To Dan McMurtrie What Will Happen During The Next … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Mitchell, Brewster, and Carlisle discussed Don’t Capitalize Gains In Your Head. Here’s an excerpt from the episode: Bill: One thing that I really admire about how Mike runs his stuff, and we’ve talked about this a fair amount, because … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Mitchell, Brewster, and Carlisle discussed How To Avoid Catastrophic Losses With Disaster Insurance. While their discussion primarily focused on personal disaster coverage, it’s equally crucial for businesses, especially those in the construction and renovation industry, to safeguard themselves against … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Mitchell, Brewster, and Carlisle discussed Munger – How To Get Really Rich. Here’s an excerpt from the episode: Michael: No. Yeah, I just wanted to reiterate quickly just what Bill said, just to finish that thought on my end … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Mitchell, Brewster, and Carlisle discussed Deep Survival And The Fear Of Losing Money. Here’s an excerpt from the episode: Tobias: Can we cram in some veggies before we make it out? Tobias: Yeah, man. Let’s do it. Michael: Okay. … Read More