Category Archive

In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: The Art Of Mastering Investing Opportunities In The Decimated Aerospace Value Chain The Right Size In Investing. Competition, And Growth The Market Can Leave The Smartest People Behind What Are Your Chances Of Being A … Read More

During his recent interview with Tobias, John Huber, Managing Partner at Saber Capital Management discussed why Warren Buffett is being so cautious right now. Here’s an excerpt from the interview: Tobias Carlisle: Can I talk to you about a few of the positions that you’ve written about publicly? So Markel and Berkshire. John … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed What Impact Will The Cost To Insure a $TSLA Have On New Sales? Here’s an excerpt from the episode: Bill Brewster: Yes. So first off, let’s start out with my Tesla story that I had … Read More

During his recent interview with Tobias, John Huber, Managing Partner at Saber Capital Management discussed the importance of running a concentrated portfolio, and letting your winners run. Here’s an excerpt from the interview: Tobias Carlisle: And when you find them, how much are you looking to allocate to any given company as a … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed The Importance Of Slack In Life And Investing. Here’s an excerpt from the episode: Jake Taylor: All right, so hat tip first of all to Baker Street Partners for sending this paper over to me … Read More

During his recent interview with Tobias, John Huber, Managing Partner at Saber Capital Management discussed Investing In High Quality Businesses That Earn High Returns On Capital. Here’s an excerpt from the interview: John Huber: If you think about, so to answer your question on why is it different in the public markets or … Read More

In this episode of The Acquirer’s Podcast Tobias chats 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 businesses. During the interview John provided some great insights … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed The Difference Between Growth And Value. Here’s an excerpt from the episode: Tobias Carlisle: In the course of doing that last little bit of research that I did, my state of value address, part of … Read More

In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: The Difference Between Growth And Value Stocks The Importance Of Slack In Life And Investing What Impact Will The Cost To Insure A Telsa Have On New Sales? DCF’s Are Too Academic For Everyday Investors … Read More

 During his recent interview with Tobias, Nicholas Pardini, Managing Partner at Davos Investment Group discussed 70’s stagflation. Here’s an excerpt from the interview: Tobias Carlisle: Is that new though? That hardcore money printing has been going on for more than 10 years now. You know that famous interactive brokers ad where they … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed The Positive Theory of Capital. Here’s an excerpt from the episode: Jake Taylor: All right, so the second thing to learn from this crazy [Winchester Mystery] house out in San Jose comes from this late … Read More

During his recent interview with Tobias, Nicholas Pardini, Managing Partner at Davos Investment Group discussed Micro Risk Parity. Here’s an excerpt from the interview: Nicholas Pardini: I mean, you can make money speculating on bonds going up or down the short term, if they go, say, negative, but I just think in terms … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed The Winchester Mystery House. Here’s an excerpt from the episode: Jake Taylor: Yeah, I will. So the Winchester Mystery house is this … It’s a tourist attraction in San Jose. And it came about from … Read More

During his recent interview with Tobias, Nicholas Pardini, Managing Partner at Davos Investment Group discussed The Era Of Hard Choices. Here’s an excerpt from the interview: Nicholas Pardini: Okay. There are two main parts to what we do at Davos. The first is the platinum research business, which is an institutional research platform … Read More

In this episode of The Acquirer’s Podcast Tobias chats with Nicholas Pardini, Managing Partner at Davos Investment Group. During the interview Nicholas provided some great insights into: How Investors Can Capitalize On Future Macro Trends The Era Of Hard Choices Micro Risk Parity We May Be Headed Into A Period … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Tobias’ article titled – Is Value A Value Trap? Here’s an excerpt from the episode: Tobias Carlisle: All right. So I wrote it for … it’s up on the acquirers multiple website. I’ll link to … Read More

During his recent interview with Tobias, Moses Kagan, Co-Founder & Partner at Adaptive Realty discussed As Long As You’re Not A Forced Seller (Of Real Estate), You’re Going To Do Fine. Here’s an excerpt from the interview: Moses Kagan: Again, this doesn’t apply to some random place, but if you’re in a great … Read More

In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Is Value A Value Trap? The Winchester Mystery House Cash n’ Carry Frédéric Bastiat – The Parable Of The Broken Window Eugen von Böhm-Bawerk – The Positive Theory of Capital The Power Of Network Effects … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed You’re Confused Right Now? You’re Not Alone. Here’s an excerpt from the episode: Bill Brewster: Yeah, no doubt. Well, good. I’m going to get into more of it. Because, I’m going to talk about how … Read More

 During his recent interview with Tobias, Moses Kagan, Co-Founder & Partner at Adaptive Realty discussed Successfully Investing In Hyperlocal Real Estate Using One Simple Equation. Here’s an excerpt from the interview: Tobias Carlisle: Right. Just to return to you, let’s talk about the neighborhoods. You describe it in your brochure as being … Read More