Category Archive

In his recent interview with Tobias, Ted Seides from the Capital Allocators Podcast discussed That Bet With Buffett. Here’s an excerpt from the interview: Ted: That was it. We’re going way back now. This was the summer of 2007, and to put the markets into context, I was running a hedge … Read More

In this episode of The Acquirers Podcast Tobias chats with Ted Seides from the Capital Allocators podcast. He’s also written a brand-new book called Capital Allocators. During the interview Ted provided some great insights into: That Bet With Buffett How Capital Allocators Approach Style-Drift Building A Process To Make Better … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed HeLa Cells. Here’s an excerpt from the episode: Jake: [chuckles] All right, so 1951, this black woman, mother of five, named Henrietta Lacks visits John Hopkins Hospital. At that time, Johns Hopkins was one of … Read More

In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: HeLa Cells Morality In Investing Buffett’s Energy Bets Inflation Fears Is $MO Worse Than $FB? $CSU Suspends Dividends Value Investing & Inflation How To Assess Corporate Culture Invincible Industrialists T. Rowe Price – New Hedge … Read More

In his recent interview with Tobias, Drew Dickson of Albert Bridge. discussed The Math On $TSLA Doesn’t Add Up. Here’s an excerpt from the interview: Mine is it would keep me away from owning something like Tesla, unfortunately, because I can’t get there, even in the most– Toyota and Volkswagen … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Musk vs Buffett. Here’s an excerpt from the episode: Tobias: What about this view that Musk is this incredible industrialist that he’s Tesla’s Holding Company of all these different business lines and just buying some … Read More

In his recent interview with Tobias, Drew Dickson of Albert Bridge discussed How To Build A Debiasing Strategy. Here’s an excerpt from the interview: Drew: Whereas you can find winners and losers within the healthcare equipment space or within media or technology or industrials pretty easily. Easily, you can identify … Read More

In his recent interview with Tobias, Drew Dickson of Albert Bridge discussed Hunting Alpha In Europe. Here’s an excerpt from the interview: Tobias: What’s your universe, in terms– so it’s Europe, but it’s anywhere in Europe, and then do you care about your geographic concentration or diversification or that’s just … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed ARK’s Presentation On The Future. Here’s an excerpt from the episode: Jake: Okay. After a decade of sucking my thumb apparently, I’ve been working on having more right tail consciousness. Think about how things can … Read More

In this episode of The Acquirers Podcast Tobias chats with Drew Dickson of Albert Bridge. During the interview Drew provided some great insights into: Hunting Alpha In Europe The DCF is the Randy Watson of Valuation Voting Machine Or Weighing Machine How To Build A Debiasing Strategy Narrative Driven Markets … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed $TSLA Buys $BTC. Here’s an excerpt from the episode: Tobias: Yeah, I’m going to do more of the no structure, no topic, although I did see Tesla bought bitcoin. I know that everybody’s sick and … Read More

During his recent interview with Tobias, Matt Joass from Maven Funds discussed Fundamental Inflection Points. Here’s an excerpt from the interview: Matt: But thankfully, the new website at least you can filter by industry, which is one of the main things I’m trying to chuck out, like the mining explorers, and … Read More

In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: $TSLA Buys $BTC ARK’s Presentation On The Future Musk vs Buffett Robinhood Should Invest In Customer Service The Best Way To Get Right Tail Is Not To Sell Undervalued Anthony Deden We’re Late Cycle David … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Sperm Whale Stoicism. Here’s an excerpt from the episode: Jake: [laughs] All right. This little segment is called Sperm Whale Stoicism. I don’t know if you guys know a whole lot about sperm whales, but … Read More

During his recent interview with Tobias, Matt Joass from Maven Funds discussed High Growth At A Discount. Here’s an excerpt from the interview: Tobias: What’s an ideal position? You’re hunting initially in small and micro, looking for high growth, conducting some DCF valuation. You’re assuming quite a lot of growth, but … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Robinhood’s Trading Halt. Here’s an excerpt from the episode: Jake: Do you guys have any thoughts on the shutdown of trading and stopping order flow? Bill: Oh, yeah, that I did. I am sympathetic. This … Read More

During his recent interview with Tobias, Matt Joass from Maven Funds discussed “S” Adoption Curves. Here’s an excerpt from the interview: Matt: Yeah. We think a lot about the limiting factor of the business. One of the big areas we disagree, I think the whole framework of how we think about … Read More

In this episode of The Acquirers Podcast Tobias chats with Matt Joass from Maven Funds. During the interview Matt provided some great insights into: “S” Adoption Curves High Growth At A Discount Fundamental Inflection Points Looking For Power Law Winners Merging Value & Growth Catching Fundamental Multibaggers Behavioural Moonshots Villagers … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed $GME And The WSB Short Squeeze. Here’s an excerpt from the episode: Tobias: Do you guys have any thoughts on GameStop? Bill: Yeah, I do. Allow me to– Tobias: Is that your rant? Bill: Yes. … Read More