Category Archive

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

In this episode of the VALUE: After Hours Podcast, Jake Taylor, Mike Mitchell, Bill Brewster, and Tobias Carlisle chat about: Hussman’s Unhedged Strategy Deep Survival – In Investing Choose Your Friends Wisely How To Protect Yourself From A 50% Drawdown Don’t Capitalize Your Gains In Your Head Why You Should … Read More

 During his recent interview on The Acquirers Podcast with Tobias, Bernard Horn, founder of Polaris Capital Management discussed Moore’s Law Will Comeback With Vengeance. Here’s an excerpt from the interview: Tobias: When you look at the investment landscape now, some would say that the COVID shutdown has created some … Read More

During his recent interview on The Acquirers Podcast with Tobias, Bernard Horn, founder of Polaris Capital Management discussed The Secret Sauce Of Value Investing. Here’s an excerpt from the interview: Tobias: Given that it’s been a tougher decade for value and the US markets have been very, very strong, international … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Mitchell, Brewster, and Carlisle discussed Options Trading Strategies. Here’s an excerpt from the episode: Tobias: If there’s a lot of vol in the stock– I like writing puts when there’s something that I know really well and everything– there’s … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Mitchell, Brewster, and Carlisle discussed Real Estate Gravity. Here’s an excerpt from the episode: Jake: Yeah, sure. This is going to be titled Real Estate Gravity. Tobias: That’s good timing. Good segue. Jake: Right. Maybe it’s helpful. I don’t … Read More

 During his recent interview on The Acquirers Podcast with Tobias, Bernard Horn, founder of Polaris Capital Management discussed Buying Low-Correlated Stocks. Here’s an excerpt from the interview: Tobias: Once you’ve found these ideas and validated them, add it to the portfolio, how do you think about sizing in the … Read More

In this episode of The Acquirers Podcast, Tobias chats with Bernard Horn, founder and principal at Polaris Capital Management. During the interview Bernard provided some great insights into: When Value Investing Was Like Shooting Fish In A Barrel Building A Low-Correlation Global Portfolio Knowing When To Sell Made Easy Value … Read More

 In their recent episode of the VALUE: After Hours Podcast, Taylor, Mitchell, Brewster, and Carlisle discussed A Lesson In Option Pricing. Here’s an excerpt from the episode: Michael: It was so dumb on Qurate. It was right in those puts feeling like a hero, and it worked out quite … Read More

During his recent interview on The Acquirers Podcast with Tobias, Vincent Deluard, Director – Global Macro Strategy at StoneX Group Inc discussed Value Is Going To Be Momentum. Here’s an excerpt from the interview: Vincent: The other one that that I find interesting is momentum. I have my doubt about the Fama-French study, … Read More

In this episode of the VALUE: After Hours Podcast, Jake Taylor, Mike Mitchell, Bill Brewster, and Tobias Carlisle chat about: Option Pricing Real Estate Gravity Jeff Moore – Distressed Real Estate Investor LEAPS, Rodman & MJ The Best Time To Write Put Options Using “Greeks” To Understand Options Unique Information … Read More

In their recent episode of the VALUE: After Hours Podcast, Mitchell, Brewster, and Carlisle discussed What’s Going To Kill This Market? Here’s an excerpt from the episode: Michael: I’m just going through this in my mind, what’s going to kill it? What’s going to kill it? What’s going to kill … Read More

 During his recent interview on The Acquirers Podcast with Tobias, Vincent Deluard, Director – Global Macro Strategy at StoneX Group Inc discussed Inflation Is Good News For Value Investors. Here’s an excerpt from the interview: Tobias: What about from a factor perspective? You took a pretty close look at that, and I … Read More

In their recent episode of the VALUE: After Hours Podcast, Mitchell, Brewster, and Carlisle discussed Why Good Management Is The Most Important Factor In An Investment. Here’s an excerpt from the episode: Michael: No, that actually is the most critical– As I look back to the Ls, and I compare … Read More

During his recent interview on The Acquirers Podcast with Tobias, Vincent Deluard, Director – Global Macro Strategy at StoneX Group Inc discussed The Nuclear Winter Of The 60/40 Portfolio. Here’s an excerpt from the interview: Tobias: You’ve made a pretty compelling argument, I think, for inflation. What do investors do when they’re confronted … Read More