Category Archive

In their recent episode of the VALUE: After Hours Podcast, Taylor, Cassel, and Carlisle discussed The Calendar Portfolio. Here’s an excerpt from the episode: Tobias: I have done a little bit of testing in that space, just because I’m interested in what happens if I just buy the list of … Read More

In this episode of The Acquirers Podcast, Tobias chats with Dan Zwirn, CEO of Arena Investors LP. During the interview Dan provided some great insights into: Modern Ben Graham Investing Building A Buffett Style Money Machine Deep Value Special Situations Investing Control-Oriented Debt And Equity Investments Bringing Your Own Weighing … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Cassel, and Carlisle discussed Investing Lessons From Falconry. Here’s an excerpt from the episode: Jake: All right, so I came across, one of my friends told me about this idea that’s actually from falconry and it came originally, I … Read More

In this episode of the VALUE: After Hours Podcast, Taylor, Cassel, and Carlisle chat about: Vale Charles De Vaulx Investing Lessons From Falconry The Calendar Portfolio If You Want To Hold A Multi-bagger, You Have To Hold A Multi-bagger Journaling Helps Your Investment Process Left Tail Buyer, Right Tail Holder … Read More

During his recent interview on The Acquirers Podcast with Tobias, Dan Rasmussen of Verdad Capital discussed Buying Illiquid Risky Assets When High Yield Spreads Are Wide. Here’s an excerpt from the interview: Tobias: We’re in a regime with very low rates. Does the signal become less useful in this regime? … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Investing Lessons From The Dutch Famine Of 1944-45. Here’s an excerpt from the episode: Jake: Yeah. [laughs] All right. Let’s transport ourselves back to towards the end of World War II. Food supplies are really … Read More

During his recent interview on The Acquirers Podcast with Tobias, Dan Rasmussen of Verdad Capital discussed Value Investors Are Too Meta-Analytical. Here’s an excerpt from the interview: Tobias: I mean when you said that there was a lot of pessimism in Japan, it did excite me a little bit. It … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Fading To Average. Here’s an excerpt from the episode: Tobias: If you’re confident that it’s going to do that, so that means in five years’ time, it’s on 30 times earnings, five years after that … Read More

During his recent interview on The Acquirers Podcast with Tobias, Dan Rasmussen of Verdad Capital discussed Marrying Baupost And Bridgewater. Here’s an excerpt from the interview: Dan: You can think about this, a variety of influences, but one influence for thinking this way is Seth Klarman and Baupost. To simplify … Read More

In this episode of The Acquirers Podcast, Tobias chats with Dan Rasmussen of Verdad Capital who discusses his new paper Countercyclical Investing. During the interview Dan provided some great insights into: Countercyclical Investing Four Quadrants For An All-Weather Portfolio Own The Trend Japan Is A Brilliant Market For Value Investors … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Francois Rochon – Flexible Valuations. Here’s an excerpt from the episode: Tobias: Let me read it out. François Giverny, I love the name of that firm. “There’s not much difference between 20 and 25 times … Read More

During his recent interview on The Acquirers Podcast with Tobias, William Green, author of Richer, Wiser, Happier: How the World’s Greatest Investors Win in Markets and Life discussed Sir John Templeton: Mastering The Inner Game. Here’s an excerpt from the interview: Tobias: You’ve been conducting these interviews– it says on … Read More

In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Francois Rochon – Flexible Valuations Fading To Average Dutch Famine Of 1944-45 Are Equity Investors Missing On Other Asset Classes Technological Obsolescence Or Momentum Early Life Affects Your Investing Style The Impact Of Tobacco Regulations … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Options Are Dangerous. Here’s an excerpt from the episode: Tobias: I think if it’s your first time in options, the things you’ve got to be careful, there’s a massive bid ask spread. You’re going to … Read More

During his recent interview on The Acquirers Podcast with Tobias, William Green, author of Richer, Wiser, Happier: How the World’s Greatest Investors Win in Markets and Life discussed Bill Miller: Stoic Investing Comeback. Here’s an excerpt from the interview: Tobias: Please expand as much as you would like to. How … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Cheap Company Buy-Backs. Here’s an excerpt from the episode: Bill: Man, I’m telling you, like, Gabelli value with a catalyst thing is the framework that I try to look at. I don’t like a cheap … Read More

During his recent interview on The Acquirers Podcast with Tobias, William Green, author of Richer, Wiser, Happier: How the World’s Greatest Investors Win in Markets and Life discussed Great Investors Avoid Catastrophic Loss. Here’s an excerpt from the interview: Tobias: You’ve written a new book, Richer, Wiser, Happier, it’s just … Read More

In this episode of The Acquirers Podcast, Tobias chats with William Green, author of Richer, Wiser, Happier: How the World’s Greatest Investors Win in Markets and Life. During the interview William provided some great insights into: Great Investors Avoid Catastrophic Loss Bill Miller: Stoic Investing Comeback Sir John Templeton: Mastering … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed The Cheetah Bottleneck. Here’s an excerpt from the episode: Jake: All right, let’s get it cleaned up. Cheetahs today, it’s not sperm whale, sorry. I’m going to keep this relatively short. These are just some … Read More

In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Ballantyne $BTN The Cheetah Bottleneck Cheap Company Buy-Backs Investing In Lumber Stocks Options Are Dangerous For First-Timers Earnings Yield In A Low Interest Rate Environment Getting Out Of Illiquid Stocks When You’re Poor, Money Is … Read More