Category Archive

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed What To Do If Value Sucks For The Next 10 Years. Here’s an excerpt from the episode: Tobias: It’s a good one for you, Jake. What do we do if value sucks for the next … Read More

During his recent interview with Tobias, Andrew Wellington, Co-Founder and Managing Partner at Lyrical Asset Management discussed Analyzability – Triaging Your Best Ideas. Here’s an excerpt from the interview: Andrew: It’s iterative process. I like to do triage. There’s some things that look good on the screen. After a little bit … Read More

In this episode of The Acquirers Podcast Tobias chats with Andrew Wellington, Co-Founder and Managing Partner at Lyrical Asset Management. During the interview Andrew provided some great insights into: Analyzability – Triaging Your Best Ideas Never Rebalance & Rarely Trim! The Future For Value Investing How To Truly Diversify Your … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Baby Carrots-Zugzwang. Here’s an excerpt from the episode: Jake: With the popularity of the Queen’s Gambit and chess apparently is all the rage right now, I thought it’d be fun to take a concept out … Read More

In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Baby Carrots-Zugzwang The Future For Value Investing Is Twitter Mr Market? Investing Model Deviations Last 5 Years Short & Long Term Investors Can Both Be Right Mark Leonard & $CSU.TO Buffett & $SNOW The ARK … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Stock Market Operators. Here’s an excerpt from the episode: Bill: I don’t know. Something that you said that when we talked that, you wanted to be more of like an industrialist investor and not as … Read More

As part of our ‘Best of 2020 Acquirers Podcast Series’, earlier this year Tobias had a great interview with Connor Haley. Connor is the Founder of Alta Fox Capital Management and a Harvard graduate, Magna cum laude. He’s also the number one ranked investor in the MicroCapClub, and he’s got some … Read More

As part of our ‘Best of 2020 Acquirers Podcast Series’, earlier this year Tobias had a great interview with Chris Mittleman. He’s the CIO, founder of Mittleman Brothers. During the interview Chris provided some great insights into: How Aimia Reinvented Itself As An Investment Company The Time Berkshire’s Share Price Dropped … Read More

As part of our ‘Best of 2020 Acquirers Podcast Series’, earlier this year Tobias had a great interview with five members of the legendary value firm Tweedy Browne. These include Roger R. de Bree, Frank H. Hawrylak, Jay Hill, Thomas H. Shrager, and Robert Q. Wyckoff, Jr. These members of the … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Treasure Hunting. Here’s an excerpt from the episode: Jake: Anyway, all right. Our story starts with a Silver Star Vietnam air combat veteran. Retires from the Air Force, moves to New Mexico and starts this … Read More

In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Treasure Hunting Invincible Industrialists Stock Market Operators Valuing $SHOP $LSYN’s Share Count Reduction Looking For Vulnerabilities Asking Munger A Question Buying LEAPS Sun Tzu, Buffett & Boyd Buying Into Fast Growth Retrospective Valuation No Man … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed $ZM Fatigue & Growth Forecasts. Here’s an excerpt from the episode: Bill: Here’s what I don’t understand on Zoom. Okay. You’ve got huge growth this year, huge. 262%, okay, to $2 billion, we’re trading in … Read More

As part of our ‘Best of 2020 Acquirers Podcast Series’, earlier this year Tobias had a great interview with Ian Cassel. Ian is the Founder of MicroCapClub and Intelligent Fanatics Capital Management. He specialises in micro-cap investing, and believes that the key to outsized returns is finding great companies early, because all great … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Stunning Valuations $TTD, $PTON. Here’s an excerpt from the episode: Tobias: I went through some of the names that people have thrown out on the podcast, on my other podcast, just to sort of see, … Read More

As part of our ‘Best of 2020 Acquirers Podcast Series’, earlier this year Tobias had a great interview with Dan McMurtrie. He’s the Founder of the Long/Short hedge fund Tyro Partners and Bangladesh VC fund – Anchorless Bangladesh. He’s also written the modern male millennial version of Carrie Bradshaw’s Sex and the City … Read More

As part of our ‘Best of 2020 Acquirers Podcast Series’, earlier this year Tobias had a great interview with Cliff Asness, Co-Founder of AQR. During the interview Cliff provided some great insights into: Systematic Value Investing Do Fundamentals Still Matter? Does Price-To-Book Still Work? Is There A Correlation Between Value Investing … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed High-Growth Reinvestment. Here’s an excerpt from the episode: Tobias: Yes. I’ve been looking at some of the better-performed businesses out there, just try and back into some of the valuations and see what’s interesting. Basically, … Read More

In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: High-Growth Reinvestment Magic Numbers Active Investment Create A Buy List Stunning Valuations $TTD, $PTON $ZM Fatigue & Growth Forecasts $SPOT v YouTube $DISCA Streaming Wars $BABA Subsidiaries Bundling The Food Network & $QRTEA Superforecasting – … Read More

During his recent interview with Tobias, Elliot Turner, Managing Partner at RGA Investment Advisors and Twitter guru discussed Valuing $PYPL. Here’s an excerpt from the interview: Tobias: Right. I want to change gears a little bit because we’re going to run out of time, but I really wanted to talk to … Read More