Category Archive

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed The Apocryphal Pig Farmer. Here’s an excerpt from the episode: Tobias: Well, he’s doing it on a case-by-case basis, I guess, rather than like me saying, “Wait for the fear and greed indicator that tick … Read More

During his recent interview with Tobias, Jim Royal Ph D, the author of The Zen of Thrift Conversions: How To Turn Hidden Bank Stocks Into Big Gains, discussed Thrift Conversions Are Classic Value Investing. Here’s an excerpt from the interview: Tobias: That’s two of my favorite things, undervalued stocks with … Read More

 During his recent interview with Tobias, Jim Royal Ph D, the author of The Zen of Thrift Conversions: How To Turn Hidden Bank Stocks Into Big Gains, discussed Thrifts – Getting Top Professionals To Work For You For Free. Here’s an excerpt from the interview: Tobias: They were looking … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Pabrai And Marks Abandon Deep Value. Here’s an excerpt from the episode: Tobias: I think that there’s some names in there. I look at Microsoft in my list of the little quality string that I … Read More

In this episode of The Acquirers Podcast Tobias chats with Jim Royal Ph D. He’s the author of The Zen of Thrift Conversions: How To Turn Hidden Bank Stocks Into Big Gains. During the interview Jim provided some great insights into: Understanding Thrift Conversions Thrifts – Supercharge Your Returns By … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Ketchup Physics. Here’s an excerpt from the episode: Jake: All right, so this veggie segment is called Ketchup Physics. I actually have a little thing of ketchup here, just for fun, and it’s Heinz, so … Read More

In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Ketchup Physics Pabrai And Marks Abandon Deep Value Value vs Quality Assuming The Multiple Fade Charles Mackay – Men Go Mad In Herds Buffett Market Timing We’re In Crazy Buying $MSFT Early The Apocryphal Pig … Read More

During his recent interview with Tobias, Jim Carroll, the @vixologist on Twitter and Senior Vice President and Portfolio Manager at Toroso Advisors, discussed Volmageddon or The Volpocalypse. Here’s an excerpt from the interview: Tobias: Have you seen any changes to the behavior of VIX or the term structure over the … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Invincible Stocks & Fragile Businesses. Here’s an excerpt from the episode: Tobias: That’s the challenge. If you look at the big winners that we’ve had over the last– I guess Tesla’s not an example, because … Read More

 During his recent interview with Tobias, Jim Carroll, the @vixologist on Twitter and Senior Vice President and Portfolio Manager at Toroso Advisors, discussed From Value Investor To Vixologist. Here’s an excerpt from the interview: Tobias: You’re a volatility guy, and you are the Vixologist on Twitter, which is a … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed JPM’s Wide Value Spread. Here’s an excerpt from the episode: Tobias: This is a nice segue into my topic. I said everything I was going to say the intro, I’ll rehash it again. Just [unintelligible … Read More

During his recent interview with Tobias, Jim Carroll, the @vixologist on Twitter and Senior Vice President and Portfolio Manager at Toroso Advisors, discussed The Vol Tsunami Of 2020. Here’s an excerpt from the interview: Tobias: Last year was an interesting year in volatility, which is not always true. Not every … Read More

In this episode of The Acquirers Podcast Tobias chats with Jim Carroll. He’s the @vixologist on Twitter and Senior Vice President and Portfolio Manager at Toroso Advisors. During the interview Jim provided some great insights into: The Volatility Complex The Vol Tsunami Of 2020 From Value Investor To Vixologist Volmageddon … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed The St. Petersburg Paradox. Here’s an excerpt from the episode: Jake: I’ve observed the poorest third of Americans buy more than half of the lottery tickets. I’ve always scoffed at that and been cynical that … Read More

In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: The St. Petersburg Paradox JPM’s Wide Value Spread Risk And Valuation Invincible Stocks & Fragile Businesses Dotcom 1.0s Trading Cheap $AZO & $ORLY Buybacks $IBM Shrinking $SPGI Capital Allocation Low Interest Rates & Banks Wealth … Read More

During his recent interview with Tobias, Eric Cinnamond of Palm Valley Capital discussed The Stock Market Snowball. Here’s an excerpt from the interview: Tobias: It sounds to me that the two causes in your mind of what’s happening in the markets. First of all, it’s the Fed just pinning rates … Read More

During his recent interview with Tobias, Eric Cinnamond of Palm Valley Capital discussed Value Investing Parallels: The Late 1990s And Now. Here’s an excerpt from the interview: Tobias: What are the parallels and the differences between the late 1990s and now? Eric: Well, I think the similarities are that value … Read More

 During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Internet Scale Businesses. Here’s an excerpt from the episode: Bill: Going back to the base rate discussion, if the new method of business is basically underprice things and just go crazy to get all … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed The Challenger “O” Ring Disaster. Here’s an excerpt from the episode: Jake: We’ll keep going with this, is that I was reading through his– he has a report on the Challenger disaster. He was part … Read More

During his recent interview with Tobias, Eric Cinnamond of Palm Valley Capital discussed Don’t Stress It, Press It: Tilt to Growth. Here’s an excerpt from the interview: Tobias: I read your latest blog post, your latest piece that came out on 29 December, and you were talking about a discussion that … Read More