Category Archive

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

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed why Holding Stocks Is A Superpower! Here’s an excerpt from the episode: Bill Brewster: Russo released his letter to shareholders, and I got looking at some of the positions. You just look through like MasterCard, … Read More

In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Holding Stocks Is A Superpower! Investing From First Principles When Buffett Was A Quant Finding The Bad Actors In Small Caps Munger Missing From This Year’s Berkshire Meeting SPAC Investing Chis Bloomstran – Is Berkshire … Read More

During his recent interview with Tobias, Dan Ferris, editor of Extreme Value, discussed How The Internet Changed Branding Forever. Here’s an excerpt from the interview: Dan Ferris: Prestige is a good one, too. We got out of Prestige because we thought, “Well, these brands aren’t as strong as they used to be, … Read More

 During his recent interview with Tobias, Dan Ferris, editor of Extreme Value, discussed the importance of Maximizing Your Opportunities To ‘Bump Into’ Good Investments. Here’s an excerpt from the interview: Tobias Carlisle: How are you sourcing ideas? How do you come up with your ideas? Are you running screens? Are … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Gavin Baker’s Software Contracts, First-Lien Debt And Reality. Here’s an excerpt from the episode: Tobias Carlisle: Are we going to see more indiscriminate selling when people see dark clouds again, or are the cheap businesses … Read More

 During his recent interview with Tobias, Dan Ferris, editor of Extreme Value, discussed how Inverting A DCF Is A Great Way To Value Businesses. Here’s an excerpt from the interview: Tobias Carlisle: How do you think about valuation? Finding those things can be … it’s not … I wouldn’t say … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed The Grid And Complex-Adaptive Systems. Here’s an excerpt from the episode: Tobias Carlisle: JT, do you want to do insights from running the power grid? Jake Taylor: Yeah. Tobias Carlisle: Do you want to tell … Read More

In this episode of The Acquirer’s Podcast Tobias chats with Dan Ferris, editor of Extreme Value, a monthly investment advisory focused on the safest stocks in the market. During the interview Dan provided some great insights into: Inverted DCF Is A Great Way To Value Businesses Maximize Your Opportunities To ‘Bump … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Why Did Oil Drop To -$40 A Barrel? Here’s an excerpt from the episode: Tobias Carlisle: Front Month oil, people had tipped this happening beforehand that… All the storage evidently was filled up. The issue … Read More

In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Why Did Oil Drop To Negative $40 A Barrel? The Grid And Complex-Adaptive Systems Bill’s Evolution As An Investor Gavin Baker – Software Contracts, First-Lien Debt And The Reality That No Revenue Is Truly Recurring … Read More

During his recent interview with Tobias, Brent Beshore, Founder & CEO of Permanent Equity, and author of The Messy Marketplace: Selling Your Business in a World of Imperfect Buyers, discussed Focusing On A ‘Size Specific’ Circle Of Competence. Here’s an excerpt from the interview: Tobias Carlisle: I know that you had a … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed some reasons Why Warren Buffett Is Selling Stocks Down Under 10%. Here’s an excerpt from the episode: Tobias Carlisle: Yeah. Let’s talk about WEB and his kind of perplexing maneuver. So biggest- Bill Brewster: We’re … Read More

During his recent interview with Tobias, Brent Beshore, Founder & CEO of Permanent Equity, and author of The Messy Marketplace: Selling Your Business in a World of Imperfect Buyers, discussed Dealing With The Long-Term Consequences Of Moth-Balling A Business For Months. Here’s an excerpt from the interview: Tobias Carlisle: You’ve got a reasonably … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Making Sense Of FWONK’s/FWONA’s Latest Transactions. Here’s an excerpt from the episode: Tobias Carlisle: Well, just like every value manager out there, this podcast has gone full macro. So let’s do some micro for a … Read More

During his recent interview with Tobias, Brent Beshore, Founder & CEO of Permanent Equity, and author of The Messy Marketplace: Selling Your Business in a World of Imperfect Buyers, discussed Finding Good Companies That Are Available For Sale. Here’s an excerpt from the interview: Tobias Carlisle: How are you sourcing the deals that … Read More

In this episode of The Acquirer’s Podcast Tobias chats with Brent Beshore, Founder & CEO of Permanent Equity, and author of The Messy Marketplace: Selling Your Business in a World of Imperfect Buyers. During the interview Brent provided some great insights into: Finding Good Companies That Are Available For Sale The … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Self Organized Criticality And How It Applies To Markets. Here’s an excerpt from the episode: Jake Taylor: Yeah, sure. So there’s this Danish theoretical physicist whose name is Per Bak, shortest name on record I … Read More

In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Self Organized Criticality And How It Applies To Markets Making Sense Of FWONK’s/FWONA’s Latest Transactions Why Is Warren Buffett Selling Stocks Down Under 10% Will We See A New Bottom Later This Year? Japan’s Warren … Read More

During his recent interview with Tobias, Andrew Wilkinson, co-founder of Tiny, discusses why the best companies to buy are ‘New Zealand’ type businesses. Here’s an excerpt from the interview: Tobias Carlisle: How do you think about valuation? How does that play out? The private multiples used to be much, much lower. … Read More