Category Archive

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

During his recent interview with Tobias, Alex @TSOH_Investing discussed Investing In $MSFT. Here’s an excerpt from the interview: Tobias: You deserve some credit for being one of the unicorns who actually went and bought it in 2011 because I went along to all of those value investing congresses and it was … Read More

In this episode of The Acquirers Podcast Tobias chats with Alex, he’s The Science of Hitting on Twitter. During the interview Alex provided some great insights into: Long Term & Concentrated Early Investor In $MSFT Why Berkshire Remains A Great Investment The Pros And Cons Of Investing In Bank Stocks … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed a Buffett Bonanza. Here’s an excerpt from the episode: Tobias: Let’s start with Berkshire. It’s normally my topic, but I’m going to hand it off to Bill to give us– Both of you guys have … Read More

During his recent interview with Tobias, Matthew Peterson, Managing Partner at Peterson Capital Management discussed Position Sizing Using Notional Value. Here’s an excerpt from the interview: Tobias: How do you think about sizing because you can clearly sell– you can get a very levered position by doing this. But then, you … Read More

During his recent interview with Tobias, Matthew Peterson, Managing Partner at Peterson Capital Management discussed Buying LEAPS To Generate Outsized Returns. Here’s an excerpt from the interview: Tobias: The Greenblatt Yellow Book, How to be a Stock Market Genius, he includes in there this discussion of buying leaps where he says … Read More

During his recent interview with Tobias, Matthew Peterson, Managing Partner at Peterson Capital Management discussed Value Investing Using An Options Framework. Here’s an excerpt from the interview: Matthew: Okay, well, let’s start. So fundamentally, we’re a long-term value-based fund. All of the standard protocols you would affiliate with a value fund, you … Read More