Category Archive

In his recent interview with Tobias, Adrian Saville, Chief Executive at Cannon Asset Management discussed $NPSNY, $TCEHY & Holdcos. Here’s an excerpt from the interview: Tobias: One of the unusual features of the South African market is that it is largely resource-based market. I’m familiar with markets like that, because I … Read More

In his recent interview with Tobias, Adrian Saville, Chief Executive at Cannon Asset Management discussed Neutralizing Macro Risks. Here’s an excerpt from the interview: Adrian: Globally, when we’re building our global portfolio, what we try and remove, and this is very, very deliberate, is we try and remove macro risk. That … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed $TYL vs $DJCO. Here’s an excerpt from the podcast: Bill: No, it’s Tyler. They do a lot of the payment stuff for governments. I was reading Morningstar writing about them. I haven’t done deep work, … Read More

In his recent interview with Tobias, Adrian Saville, Chief Executive at Cannon Asset Management discussed The African Century. Here’s an excerpt from the interview: Tobias: It’s long been said that there’s an African century coming. Do you feel that it is in fact here? I don’t know what has changed, but … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Small, Cheap, Junk Rally. Here’s an excerpt from the podcast: Tobias: There are big moves going on under the surface of the market, the market at the moment is basically at all-time highs. It fell … Read More

In this episode of The Acquirers Podcast Tobias chats with Adrian Saville, Chief Executive at Cannon Asset Management. During the interview Adrian provided some great insights into: Deep Value + Quality Sticking With Your Process The African Century Neutralizing Big Macro Risks $NPSNY, $TCEHY & Holdcos Dealing With Accounting & … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Bonsais and Investing. Here’s an excerpt from the podcast: Jake: All right, so shoutout to John Chu, who’s a listener who sent me a really nice writeup on this topic. I’m basically just going to … Read More

In his recent interview with Tobias, Christopher Bloomstran of Semper Augustus discussed $BRK.B’s Share Repurchases . Here’s an excerpt from the interview: Tobias: There’s a few points in there. One of them is, he spent a little bit of time in this letter defending the conglomerate structure, and he spent a … Read More

In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Bonsais and Investing Portfolio Management Small, Cheap, Junk Rally $TYL vs $DJCO Trying To Find Uncorrelated Bets The Interest Rate Spike Value Does Better In A Rising Rate Environment Tesla’s Biggest Daily Rise In A … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed The Biggest Winners Are Undervalued . Here’s an excerpt from the podcast: Tobias: Yeah, I do lots of things in addition to trying to– When I look back over various backtests and look at things … Read More

In his recent interview with Tobias, Christopher Bloomstran of Semper Augustus discussed Buffett’s $AAPL Trade. Here’s an excerpt from the interview: Tobias: I’m not entirely sure when I said it, but sometime last year, I started saying that I thought that Apple trade was the greatest trade ever for a number … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Parking Cash In Berkshire. Here’s an excerpt from the podcast: Jake: He’s talking about the different buckets of investors inside of Berkshire, whether it’s institution or index or individuals. That was a great conversation or … Read More

In his recent interview with Tobias, Christopher Bloomstran of Semper Augustus discussed the Misplaced Criticism Of Berkshire. Here’s an excerpt from the interview: Tobias: What did you make of the most recent letter from Warren Buffett and Berkshire Hathaway? Chris: I thought it was terrific. You’ve had a couple years now … Read More

In this episode of The Acquirers Podcast Tobias chats with Christopher Bloomstran of Semper Augustus. During the interview Chris provided some great insights into: The Misplaced Criticism Of Berkshire Warren Buffett’s $AAPL Trade Berkshire’s Share Repurchases At The Right Price Berkshire’s Railroad & Energy Businesses Berkshire’s Use Of Leverage In … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed $BRK.A / $BRK.B and Tech. Here’s an excerpt from the podcast: Bill: The one thing that– Buffett is most definitely not a quant Robinhood investor, negative, sir. Anyway, I guess that the one thing that … Read More

In his recent interview with Tobias, Lawrence Cunningham, author of several books including The Essays of Warren Buffett, Dear Shareholder, and Quality Shareholders. discussed The Impact Of Corporate Governance On Business Judgment. Here’s an excerpt from the interview: Tobias: There used to be this principle of business judgment decision sort of being outside … Read More

In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Berkshire’s Unwillingness To Swing At Tech Taking Duration Risk Berkshire’s Equity As A 100-Year Bond The Rise Of NFT’s “Oh, I Missed It.” Parking Cash In Berkshire Undervalued Are Always The Biggest Winners Trimming $AAPL … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Bloomstran And $BRK.A. Here’s an excerpt from the podcast: Jake: Yeah. Then the last thing I want to hit was, Chris has this incredible understanding of Berkshire that he walks through, lays out all this … Read More

In his recent interview with Tobias, Lawrence Cunningham, author of several books including The Essays of Warren Buffett, Dear Shareholder, and Quality Shareholders. discussed A Solution To Proxy Plumbing. Here’s an excerpt from the interview: Tobias: I think one of the difficulties with Glass Lewis and ESS is that they almost always support … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed $Bitcoin Bulls. Here’s an excerpt from the podcast: Bill: No, it’s okay. I appreciate you setting it up. Sometimes ,my mind is very vague, and people are lost when I speak. Anyway, if you just … Read More