During his recent interview with Tobias, Partha Mohanram, a Professor of Accounting and John H. Watson Chair in Value Investing at The University of Toronto discussed how The Efficacy Of Fundamental Analysis Has Declined. Here’s an excerpt from the interview: Tobias: That was one of the things that I wanted to talk to … Read More
Dark Matter, And Why It’s Important To Investors
During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed dark matter, and why it’s important to investors. Here’s an excerpt from the episode: Jake: Bill, focus right now. 18% of the matter based on mass in the universe is visible to us and the … Read More
Picking Winners From Losers Using The G-Score
During his recent interview with Tobias, Partha Mohanram, a Professor of Accounting and John H. Watson Chair in Value Investing at The University of Toronto discussed Picking Winners From Losers Using The G-Score. Here’s an excerpt from the interview: Tobias: Well, your name was brought to my attention by the Practical Quant, … Read More
(Ep.73) The Acquirers Podcast: Partha Mohanram – Growth Score, How His G-Score Finds Winners And Losers In Glamour Stocks
In this episode of The Acquirer’s Podcast Tobias chats with Partha Mohanram, a Professor of Accounting and John H. Watson Chair in Value Investing at The University of Toronto. During the interview Partha provided some great insights into: Picking Winners From Losers Using The G-Score The TJ Maxx School Of … Read More
Why Investors Should Be Very Wary Of Financial Market Commentary
During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed why Investors Should Be Very Wary Of Financial Market Commentary. Here’s an excerpt from the episode: Bill: Last week, I had talked about TransDigm and easy questions at the bottom, or at lower prices I … Read More
VALUE: After Hours (S02 E25): Dark Matter, Treacherous Markets, Bill’s Robinhood Statement
In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Investors Should Be Very Wary Of Financial Market Commentary Dark Matter Treacherous Markets Most Investors Know Very Little About What’s Actually Happening Inside A Company TransDigm’s 4000% Gross Margins The First Thing To Check In … Read More
Finding A ‘Cusper’ To Run Your Acquisition
During his recent interview with Tobias, Michael Girdley, Executive Chairman at Dura Software discussed Finding A ‘Cusper’ To Run Your Acquisition. Here’s an excerpt from the interview: Michael: Yeah. Our model is actually– we look for a very specific type of person, so we look for a man or woman that we call … Read More
Bankruptcy Gamblers
During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Bankruptcy Gamblers. Here’s an excerpt from the episode: Tobias: It’s just the market is full of gamble at the moment. I doubt that most people who are buying that even know that it’s in bankruptcy. … Read More
The Playbook – System of Systems for Business and Startup Management for Companies with <50 Employees
During his recent interview with Tobias, Michael Girdley, Executive Chairman at Dura Software discussed his Playbook – System of Systems for Business and Startup Management for Companies with <50 Employees. Here’s an excerpt from the interview: Tobias: That’s kind of interesting. Often you find these things, they’ve got to the peak of some … Read More
The Right Size II
During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed The Right Size II. Here’s an excerpt from the episode: Jake: Alright are we ready for some veggies to part two of on being the right size, Bill. Jake: Last week, we talked about how … Read More
Finding Opportunities In Horizontally Focused Hyper-Niche Software Businesses
During his recent interview with Tobias, Michael Girdley, Executive Chairman at Dura Software discussed Finding Opportunities In Horizontally Focused Hyper-Niche Software Businesses. In the context of identifying niche software businesses, the significance of specialized tools like project forecasting and estimating solutions cannot be overstated. Michael Girdley’s insights underscore the importance of … Read More
(Ep.72) The Acquirers Podcast: Michael Girdley – Niche Acquirer, Dura Software’s Hyper-Niche SME Acquisition Strategy
In this episode of The Acquirer’s Podcast Tobias chats with Michael Girdley, Executive Chairman at Dura Software, a firm that specializes in acquiring hyper-niche software businesses. During the interview Michael provided some great insights into: Finding Opportunities In Horizontally Focused Hyper-Niche Software Businesses The Playbook – System of Systems for … Read More
Price Drives Diligence
During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Price Drives Diligence. Here’s an excerpt from the episode: Bill: Yeah, I can do it. I guess the security that resides in my portfolio that is both the biggest and is most on my mind … Read More
The Trend Is Your Friend: Momentum Investing
During his recent interview with Tobias, Maj Soueidan, President and Co-Founder at Geoinvesting discussed Momentum Investing. Here’s an excerpt from the interview: Maj: I got off track, I’m sorry. I think we are at a point now where it’s– the smart money is starting to find these companies, and the retail investors are … Read More
VALUE: After Hours (S02 E24): Price Drives Diligence, The Right Size II, Bankruptcy Gamblers
In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Price Drives Diligence The Right Size II Bankruptcy Gamblers Why Has The Pendulum Swung So Far Against Concentration? Davey Day Trader Direct Democracy Value Unusually Undervalued Right Now Druck Missed It Again Good Investors Consider … Read More
Opportunities In The Decimated Aerospace Value Chain
During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Opportunities In The Decimated Aerospace Value Chain. Here’s an excerpt from the episode: Bill: I think the aerospace value chain, because it’s super decimated as many of you may know, all 10 of you. I … Read More
The China Fraud
During his recent interview with Tobias, Maj Soueidan, President and Co-Founder at Geoinvesting discussed The China Fraud. Here’s an excerpt from the interview: Tobias: Is it just the States? Do you look globally because you’re GeoInvesting? Maj: Yes. When I launched Geo, the intent was to go– we’ll go everywhere and then we … Read More
Being The Right Size In Investing, Competition, And Growth
During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Being The Right Size In Investing, Competition, And Growth. Here’s an excerpt from the episode: Jake: Yes, it’s veggie time. We’re gonna be talking about an article—or I guess an essay, you would call it, … Read More
Finding Great Opportunities In Tier One Microcaps
During his recent interview with Tobias, Maj Soueidan, President and Co-Founder at Geoinvesting discussed Finding Great Opportunities In Tier One Microcaps. Here’s an excerpt from the interview: Tobias: It’s been a bit of tough time to be a small micro-cap investor. It’s such a beaten-up, bombed-out part of the market at the … Read More
(Ep.71) The Acquirers Podcast: Maj Soueidan – Micro Machine, Nano And Micro Caps, China Short, Tier One Micro Caps
In this episode of The Acquirer’s Podcast Tobias chats with Maj Soueidan, President and Co-Founder at Geoinvesting. During the interview Maj provided some great insights into: Finding Great Opportunities In Tier One Microcaps The China Fraud The Trend Is Your Friend: Momentum Investing How To Make Money With Penny Stocks … Read More