Category Archive

In this episode of The Acquirers Podcast Tobias chats with Larry Swedroe. He’s the author of a brand new book called The Incredible Shrinking Alpha. He’s also the Chief Research Officer at Buckingham Wealth Partners. During the interview Larry provided some great insights into: Alpha Becoming Beta The Pool Of … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Masa Son’s Huge Tech Option Bet. Here’s an excerpt from the episode: Tobias: Yeah, let’s talk Masa. There’s been an enormous amount of option speculation in some of the frothier names, in some of the techier names. … Read More

In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Masa Son’s Huge Tech Option Bet Slime Value Investors Creativity in Value Credit To Michael Burry Update On Bill’s Big Bet $QRTEA v $ZM Tesla Misses Out On S&P 500 Inclusion Lazy Balance Sheets The … Read More

During his recent interview with Tobias, Eric Jorgenson, author of The Almanack Of Naval Ravikant discussed Naval’s thoughts on Playing Long-Term Games With Long-Term People. Here’s an excerpt from the interview: Tobias: One of the things that I’ve discovered, probably as I’ve got older, and this is one of Naval’s … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed RuBisCO – Suboptimal Environments. Here’s an excerpt from the episode: Jake: All right, veggies time. Do you guys have any guesses as to what the most abundant enzyme on planet Earth is? Tobias: Enzyme? That’s … Read More

During his recent interview with Tobias, Eric Jorgenson, author of The Almanack Of Naval Ravikant discussed Naval’s thoughts on Building Wealth. Here’s an excerpt from the interview: Tobias: Let’s give folks what they want first out of the gate. What have you learned from synthesizing all this information? And can … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Bill’s Big Bet $QRTEA v $ZM. Here’s an excerpt from the episode: Bill: I’ll probably talk about this bet that I’m getting my butt kicked in already. [laughter] Tobias: You never go value. Jake: Yeah. … Read More

During his recent interview with Tobias, Eric Jorgenson, author of The Almanack Of Naval Ravikant discussed Naval’s thoughts on How To Get Lucky. Here’s an excerpt from the interview: Tobias: Yeah, that’s good. I like that. My favorite part of Naval’s tweetstorms– and I think it started off like this … Read More

In this episode of The Acquirers Podcast Tobias chats with Eric Jorgenson. He’s the author of The Almanack Of Naval Ravikant, a collection of everything that Naval Ravikant has written. During the interview Eric provided some great insights into: Naval’s Thoughts On: How To Get Lucky Building Wealth Building Specific … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Warren Buffett Buys Japan. Here’s an excerpt from the episode: Tobias: So, Buffett’s bought five of these Japanese trading conglomerates. The yield on them is between almost 6% and the lowest is at 3.25%. And … Read More

In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Warren Buffett Buys Japan Bill’s Big Bet $QRTEA v $ZM RuBisCO – Suboptimal Environments That Remain Unchanged The Buffett Indicator Theil’s 10x Technology Rule Passing On Seth Klarman Internet Tax Investors Should Read John Malone’s … Read More

During his recent interview with Tobias, Scott Jackson, CIO at Ravenwood Capital Management discussed Insider Trades With A Catalyst. Here’s an excerpt from the interview: Scott: Yeah, we’ve evolved over time from philosophy, being the lowest price to book, debt to cap manager. I’ve always had a huge focus on insider … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Investment Spandrels. Here’s an excerpt from the episode: Jake: All right, veggie time. In architecture, imagine a doorway and imagine then an arch that sort of connects that doorway. And it creates two little triangles … Read More

During his recent interview with Tobias, Scott Jackson, CIO at Ravenwood Capital Management discussed how he uses Freedom of Information Requests To Find Red Flags. Here’s an excerpt from the interview: Tobias: How are you identifying the weakness in the internal controls? You looking for that particularly in the auditor’s report? … Read More

During his recent interview with Tobias, Scott Jackson, CIO at Ravenwood Capital Management discussed how he uses Mauboussin’s BAIT Strategy To Land Winners. Here’s an excerpt from the interview: Tobias: So, I see, you’ve got this BAIT framework, do you want to walk us through the BAIT framework? Scott: Yeah. … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Buy Now, Pay Later QVC & HSN $QRTEA. Here’s an excerpt from the episode: Bill: Yeah. So, in case you don’t think QVC is bad enough to own, why don’t we heap leverage on it. … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Dan Loeb on his strategy $TPOU. Here’s an excerpt from the episode: Toby: I’m excited about Loeb. I haven’t really followed him that closely for a while, but I’m a huge fan because Dan used … Read More