Category Archive

 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

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Baumol’s Cost Disease. Here’s an excerpt from the episode: Jake Taylor: I’m not going there. This 1960s economist named William Baumol. He came up with this idea that you start with this thought that imagine … Read More

During his recent interview with Tobias, Moses Kagan, Co-Founder & Partner at Adaptive Realty discussed Investing In Real Estate Like A Smart Family Would Own Real Estate. Here’s an excerpt from the interview: Moses Kagan: Adaptive is a real estate private equity firm just like thepropertybuyingcompany. A tiny one in the grand … Read More

In this episode of The Acquirer’s Podcast Tobias chats with Moses Kagan, Co-Founder & Partner at Adaptive Realty, a company that buys, renovates and manages apartment buildings in Los Angeles. During the interview Moses provided some great insights into: Invest In Real Estate Like A Smart Family Would Own Real … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Cliff Asness’ recent article titled – Is (Systematic) Value Investing Dead? Here’s an excerpt from the episode: Tobias Carlisle: Yeah, I saw Cliff Asness had a third bite at the value cherry, Is (Systematic) Value Investing … Read More

In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: AQR – Is (Systematic) Value Investing Dead? Baumol’s Cost Disease If You’re Confused Right Now, You’re Not Alone This Time Is Different! Berkshire’s Going To Do Better Than The S&P 500 Over The Next Decade … Read More

During his recent interview with Tobias, Christopher Bloomstran, President and CIO of Semper Augustus Investments Group discussed Why Buffett Was So Somber At This Year’s Meeting. Here’s an excerpt from the interview: Tobias Carlisle: Well, let’s talk about that a little bit and I’m going to tie this into your biggest position which … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed how Warren Buffett Is Worried That $137 Billion Is Not Enough. Here’s an excerpt from the episode: Tobias Carlisle: How did you take the news that they hadn’t done much in the way of buybacks … Read More

During his recent interview with Tobias, Christopher Bloomstran, President and CIO of Semper Augustus Investments Group discussed Berkshire – Shrinking Its Way To Profitability. Here’s an excerpt from the interview: Chris Bloomstran: We really haven’t had to whack the machete that much a lot of it is more of a scalpel. If you … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed No Stimmy For Berkshire Companies. Here’s an excerpt from the episode: Jake Taylor: Yeah. What did you think about no stimmy at all for any Berkshire companies? Tobias Carlisle: I mean I kind of admire … Read More

During his recent interview with Tobias, Christopher Bloomstran, President and CIO of Semper Augustus Investments Group discussed The Unappreciated Brilliance Of The Gen Re Transaction. Here’s an excerpt from the interview: Tobias Carlisle: Yeah, I couldn’t agree more. That was the first time I’ve ever bought Berkshire was on the 20th of … Read More

In this episode of The Acquirer’s Podcast Tobias chats 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 – Shrinking It’s Way Back To Significant … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed how Ted And Todd Couldn’t Find Anything To Buy In March. Here’s an excerpt from the episode: Tobias Carlisle: I got a good comment on the screen here, is it funny that Ted and Todd … Read More

In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Buffett Shows His Genius Through This Crisis Berkshire’s Ted And Todd Couldn’t Find Anything To Buy In March No Stimmy For Berkshire Companies Buffett Worried $137 Billion Is Not Enough Why Did Buffett Bring Up … Read More

During his recent interview with Tobias, Will Hershey, Co-Founder and CEO at Roundhill Investments discussed If GameStop Is Destined To Head The Same Way As Blockbuster. Here’s an excerpt from the interview: Tobias Carlisle: So for the individual companies, because they’re all on sort of the release schedules, I guess it takes … Read More

 During his recent interview with Tobias, Will Hershey, Co-Founder and CEO at Roundhill Investments discussed why Owners Of Traditional Sports Franchises Are Buying Esport Franchises To Capture Disgruntled Millennials. Here’s an excerpt from the interview: Will Hershey: Esports is really global and it’s easy to play. That’s the same reason that … Read More

During his recent interview with Tobias, Will Hershey, Co-Founder and CEO at Roundhill Investments discussed how More People Watch Gaming And Esports Than Netflix, HBO, ESPN And Hulu Combined. Here’s an excerpt from the interview: Tobias Carlisle: What’s the difference between gaming and esports? Will Hershey: Yep. So gaming and esports are … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Investing From First Principles. Here’s an excerpt from the episode: Jake Taylor: So, I thought it would be fun and I’m punting a little bit to this week, because I wrote this up at my … Read More

In this episode of The Acquirer’s Podcast Tobias chats with Will Hershey, Co-Founder and CEO at Roundhill Investments, an investment adviser focused on developing innovative financial products designed to offer exposure to investment themes that appeal to the next generation of investors. During the interview Will provided some great insights into: … Read More