Category Archive

In this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed The Importance Of Focusing On Antifragile Businesses. Here’s an excerpt from the episode: Tobias Carlisle: So maybe that’s a good point to segue to your topic Bill. You’ve given some thoughts to managing value through … Read More

During his recent interview with Tobias, Dr Ben Hunt from Epsilon Theory discussed Game Theory for Laymen. Here’s an excerpt from the interview: Tobias Carlisle: Can you give us, is there a layman’s version of your game theory that you can, is there some way that you can articulate it for … Read More

In this episode of The Acquirer’s Podcast Tobias chats with Dr Ben Hunt from Epsilon Theory, which is Second Foundation’s principal publishing brand, a newsletter and website that examines markets through the lenses of game theory and history. During the interview Ben provided some great insights into: A Layman’s Version Of … Read More

During this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Is Coronavirus The Crowbar On The Tracks Of Our Train Of Fragility. Here’s an excerpt from the episode: Jake Taylor: So my segment is going to be how the Coronavirus might be the crowbar on … Read More

During his recent interview with Tobias, Alex Rubalcava, Co-Founder And Managing Partner at Stage Venture Partners, discussed the age of the trillion dollar company. Here’s an excerpt from the interview: Tobias Carlisle: You’ve written some interesting blog posts on the side. The first one I want to discuss is the trillion … Read More

In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Is Coronavirus The Crowbar On The Tracks Of Our Train Of Fragility The Importance Of Focusing On Antifragile Businesses What Is The High Yield Index Telling Us About What’s Coming Don’t Shoot All Your Armor … Read More

During his recent interview with Tobias, Alex Rubalcava, Co-Founder And Managing Partner at Stage Venture Partners, discussed how to invest in enterprise software startups. Here’s an excerpt from the interview: Tobias Carlisle: So tell us a little bit about Stage. What do you do there? Alex Rubalcava: So my firm is … Read More

In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Investing In Airlines And OTAs. Here’s an excerpt from the episode: Bill Brewster: Yeah, that’s a good point. Look, I have talked about airlines. I don’t really want to go down as the airline guy. That’s … Read More

During his recent interview with Tobias, Alex Rubalcava, Co-Founder And Managing Partner at Stage Venture Partners, discussed the seed investing framework. Here’s an excerpt from the interview: Tobias Carlisle: So given that you have this long right tale of returns, how then do you go about constructing a portfolio? Alex Rubalcava: … Read More

In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Using Ben Franklin’s ‘Prudential Algebra Rule’ To Make Better Investment Decisions. Here’s an excerpt from the episode: Jake Taylor: My topic was, in your investment process, it’s very easy to keep digging and digging and digging … Read More

In this special episode of The Acquirer’s Podcast Tobias chats with four SME business leaders about how their businesses are being impacted by the coronavirus, and how they’re weathering the storm. The four business leaders include: Jesse Koltes (LonoLife) – We are a grocery goods business, consumer packaged goods that … Read More

In this episode of The Acquirer’s Podcast Tobias chats with Alex Rubalcava, Co-Founder And Managing Partner at Stage Venture Partners, which is a seed venture capital firm that invests in emerging software technology for B2B markets. During the interview Alex provided some great insights into: The Seed Investing Framework How To … Read More

In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about Are We Approaching A Golden Decade For Value Investing. Here’s an excerpt from the episode: Tobias Carlisle: So I’ve got a topic going to throw this out that probably going going to get a lot … Read More

During his recent interview with Tobias, Jeff Gramm discussed The True Definition of A Net-Net. Here’s an excerpt from the interview: Jeff Gramm: I still love net nets, and we’ve owned, you know, we own Hilltop Holdings as a core position, that was a net net, Purliss. At any given … Read More

In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Will We Still Be Talking About The Coronavris In Twelve Months? Are We Approaching A Golden Decade For Value Investing Use Ben Franklin’s ‘Prudential Algebra Rule’ To Make Better Investment Decisions What Is Berkshire Really … Read More

During his recent interview with Tobias, Jeff Gramm discussed life as an activist investor. Here’s an excerpt from the interview: Tobias Carlisle: Right. Your first position, was that … would you characterize that as an activist position, or when did the activist philosophy and strategy develop? How did that occur? … Read More

In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about why Josh Wolfe Is On A Line Between Sci-Fi And Sci-Fact. Here’s an excerpt from the episode: Tobias Carlisle: No, I like talking to people about… I like all that futurist stuff. I love science … Read More

 During his recent interview with Tobias, Jeff Gramm discussed How To Successfully Invest In Small & Micro Caps. Here’s an excerpt from the interview: Tobias Carlisle: Right. What about The Joint? That’s a name that lots of folks who trade in micro caps will know. Jeff Gramm: Yeah. You know, … Read More

In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about Coronavirus: Markets In Turmoil! Here’s an excerpt from the episode: Bill Brewster: With respect to how long Coronavirus goes on, I think you… I think it might be Q4 man. I think we might be … Read More

In this episode of The Acquirer’s Podcast Tobias chats with Jeff Gramm, Founder of Bandera Partners and author of Dear Chairman. During the interview Jeff provided some great insights into: Dear Chairman & Ross Perot’s Campaign To Fix GM’s Broken Culture How To Successfully Invest In Small & Micro Caps So … Read More