Category Archive

As part of our ‘Best of 2020 Acquirers Podcast Series’, earlier this year Tobias had a great interview with Christopher Bloomstran, President and CIO of Semper Augustus Investments Group, a fundamental, value-driven firm that manages concentrated equity portfolios of well-run, well-capitalized businesses. During the interview Chris provided some great insights into: Berkshire … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Buffett’s Hitting Coach Munger. Here’s an excerpt from the episode: Tobias: I’ve said this to you guys before, but I think that Munger is one of the great hitting coaches. Buffett is Tiger Woods, and … Read More

As part of our ‘Best of 2020 Acquirers Podcast Series’, earlier this year Tobias had a great interview with Brian Bares.  He’s the Founder of Bares Capital Management and author of The Small-Cap Advantage. During the interview Brian provided some great insights into: Your Variant Perception To The Market DCF Is The Least … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed why Investors Should Be Thankful. Here’s an excerpt from the episode: Jake: All right. It being Thanksgiving in the US, I thought it would be fitting for us to go through some of the reasons … Read More

As part of our ‘Best of 2020 Acquirers Podcast Series’, earlier this year Tobias had a great interview with Andrew Wilkinson, co-founder of Tiny, which is a holding company for wonderful internet businesses. During the interview Andrew provided some great insights into: Tiny – The Holding Company For Wonderful Internet Businesses Howard … Read More

As part of our ‘Best of 2020 Acquirers Podcast Series’, earlier this year Tobias had a great interview with John Huber, Managing Partner at Saber Capital Management, an investment fund modeled after the original Buffett partnerships. Saber’s strategy is to make very carefully selected investments in undervalued stocks of great … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Horsebetting – Crist Is The GOAT On Value. Here’s an excerpt from the episode: Bill: Yeah, a little bit. Actually, I’m going to mess it up. Michael Mauboussin. Mabo-sinn? Maba-ssan? What? I don’t know. Whatever. … Read More

In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Horsebetting – Crist Is The GOAT On Value Investors Be Thankful Buffett’s Hitting Coach Munger U.S Lottery Ticket Winners Venetian Double-Entry Bookkeeping #neversell End Of Year Selling Chris Cole – The Endgame The Asset Shortage … Read More

Crane scales play a vital role in various industries, aiding in the accurate measurement and assessment of weight. As Stephen Clapham discussed in his interview, understanding capacity and demand within an industry is crucial for making informed investment decisions. Just as capacity growth can be easily forecasted and analyzed here … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Long-Lived Instos. Here’s an excerpt from the episode: Jake: All right, veggie time. So, this segment is called The Data of Long-lived Institutions, and it’s based on this article and a presentation that Alexander Rose gave, … Read More

During his recent interview with Tobias, Stephen Clapham, author of The Smart Money Method, discussed Using Simple Charts To Measure Investor Sentiment. Here’s an excerpt from the interview: Tobias: Well, let’s just go back a little bit to the process, because I’m sort of interested to know it. Once you get … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Buffett Sells $COST. Here’s an excerpt from the episode: Jake: Speaking of never sell, what’s Costco no more? Tobias: It seemed like a good segue there. Bill: Yeah. Tobias: I thought everybody’s complaining about– I … Read More

During his recent interview with Tobias, Stephen Clapham, author of The Smart Money Method, discussed The Importance Of Pricing Power. Here’s an excerpt from the interview: Tobias: Just before we move on to that, let’s talk a little bit about quality. What’s your definition of business quality? Stephen: There isn’t a … Read More

In this episode of The Acquirers Podcast Tobias chats with Stephen Clapham, author of The Smart Money Method. During the interview Stephen provided some great insights into: The Importance Of Pricing Power Use Simple Charts To Measure Investor Sentiment Evaluate The Company’s Industry, Capacity & Demand Forget P/E And Focus … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Einhorn’s $GLRE and Icahn’s $IEP. Here’s an excerpt from the episode: Tobias: Einhorn genius for a decade. The GOAT for a decade, a GOAT for the last decade. I think it could be back to … Read More

 During his recent interview with Tobias, Alex @TSOH_Investing discussed $DIS’s Competitive Advantage Is Its IP. Here’s an excerpt from the interview: Tobias: Let’s talk about some of the other names you’ve got in there. Disney, you said you got that in the Fox spinoff? Alex: Yeah, I got it. When … Read More

In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Einhorn’s $GLRE and Icahn’s $IEP Buffett Sells $COST Long-Lived Instos Fundamentals Aren’t Dead! Einhorn – Capital Intensive Businesses Terry Smith & Buffett On ROE Burry Buying Qurate $CRWD And The History Of Cybersecurity Firms Tobacco … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Combining Fundamental And Technical Analysis. Here’s an excerpt from the episode: Tobias: So, here’s a philosophical question. What is your disagreement to creating a dumbbell portfolio value and growth with? I’m guessing fundamental analysis for … Read More

During his recent interview with Tobias, Alex @TSOH_Investing discussed Why $BRK.B Remains A Great Investment. Here’s an excerpt from the interview: Tobias: Let’s contrast that with Berkshire because you’ve got a Berkshire holding you say from about the same period. What was the thesis then? I think you can make a … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Archery vs Darts. Here’s an excerpt from the episode: Jake: Okay, so Annie Duke’s new book that just came out. It’s called How to Decide. And in there, she’s talking about having an archer’s mindset. … Read More