Category Archive

In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss some reasons why Warren Buffett may be buying S&P 500 ETF’s. Here’s an excerpt from the episode: Tobias Carlisle: Lets get on the… So first topic off the bat today, everybody’s gone through the latest 13F … Read More

During his recent interview with Tobias, Mark Simpson, author of Excellent Investing: How to Build a Winning Portfolio, and manager of Danger Capital, discussed the two big advantages for the individual investor. Here’s an excerpt from the interview: Mark Simpson: And I think there’s probably two advantages or probably only … Read More

Summary In this episode of the VALUE: After Hours Podcast, The Three Amigos Of Investing Taylor, Brewster, and Carlisle chat about: Why Is Warren Buffett Buying S&P 500 EFT’s? Daily Journal Corp Meeting Notes 2020 Ian Cassel – Will Berkshire & DJ Corp Annual Meetings Become Ghost Towns Without Buffett … Read More

During his recent interview with Tobias, Mark Simpson, author of Excellent Investing: How to Build a Winning Portfolio, and manager of Danger Capital, discussed How To Avoid Investment Fads, Frauds And Failures. Here’s an excerpt from the interview: Tobias Carlisle: Oh, yeah. It’s out of my hands. So I’ve already … Read More

 In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Capital Spectator’s – 700-Year Decline In Interest Rates. Here’s an excerpt from the episode: Tobias Carlisle: Well, I like those points. I think we’ve got to move on just for time. My topic, Capital Spectator … Read More

During his recent interview with Tobias, Mark Simpson, author of Excellent Investing: How to Build a Winning Portfolio, and manager of Danger Capital, discussed Behavioral Biases And How To Overcome Them. Here’s an excerpt from the interview: Tobias Carlisle: It’s very difficult because Ian Cassel, who we were talking about … Read More

In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Marathon Asset Management and Capital Account. Here’s an excerpt from the episode: Bill Brewster: I’m going to slip my topic in here real quick because it’s a long conversation. And Jake’s got to go. But like … Read More

In this episode of The Acquirer’s Podcast Tobias chats with Mark Simpson. He’s the author of Excellent Investing: How to Build a Winning Portfolio, and the manager of Danger Capital. During the interview Mark provided some great insights into: The Two Big Advantages For The Individual Investor Which Is The … Read More

In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Tom Gayner on position sizing and strategy. Here’s an excerpt from the episode: Jake Taylor: I’ll go first. I’m going to be talking today about this video that circulated on Twitter where Tom Gayner was discussing different … Read More

During his recent interview with Tobias, Dylan Grice, co-founder of Calderwood Capital Research, and author of the Popular Delusion Reports, discussed the golden age of duration. Here’s an excerpt from the interview: Tobias Carlisle: Last question and then I’ll let you go, but it’s sort of a bigger one. It … Read More

Summary In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Tom Gayner’s Take On Position Sizing And Strategy Marathon Asset Management and Capital Account What Can We Learn From Capital Spectator’s – 700-Year Decline In Interest Rates Ram Bhupatiraju – If You Like Everything … Read More

During his recent interview with Tobias, Dylan Grice, co-founder of Calderwood Capital Research, and author of the Popular Delusion Reports, discussed Richard Feynman on Economics – Cargo Cult Science. Here’s an excerpt from the interview: Tobias Carlisle: I think there’s been a lot of introspecting by Austrian economists and value … Read More

In this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Bruce Greenwald’s theory of ‘local scale advantages’. Here’s an excerpt from the episode: Bill Brewster: All right. I’ve been noodling on Greenwald speeches lately, and it actually sort of goes to Jake’s point and maybe … Read More

In this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed the origins of high performance conglomerate, Jack Henry $JKHY. Here’s an excerpt from the episode: Tobias Carlisle: So I’m talking Jack Henry. It’s another high-performance compounder, because that’s one I’m obsessed with at the moment. … Read More

During his recent interview with Tobias, Dylan Grice, co-founder of Calderwood Capital Research, and author of the Popular Delusion Reports, discussed the anatomy of a forecast error. Here’s an excerpt from the interview: Tobias Carlisle: That’s a nice segue into one of the articles that I liked in your more … Read More

In this episode of The Acquirer’s Podcast Tobias chats with Dylan Grice. He is the co-founder of Calderwood Capital Research, and writes the Popular Delusion Reports. During the interview Dylan provided some great insights into: Popular Delusions Allocating To Different Managers Provides The Holy Grail Of Portfolio Robustness The Anatomy Of … Read More

In this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed how an oil spike could pop the Everything Bubble. Here’s an excerpt from the episode: Jake Taylor: All right, so my topic this week is about what if a spike in the oil price is … Read More

During his recent interview with Tobias, Corey Hoffstein, co-founder and Chief Investment Officer at Newfound Research discussed his approach to managing risk using a strategy that he calls – diversifying your diversifiers. Here’s an excerpt from the interview: Tobias Carlisle: I’ve had Adam Butler on the show, who’s Gestalt at … Read More

Summary In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Bruce Greenwald: We’re Moving Into An Economy Based On Local Scale Advantages Will A Spike In The Oil Price Be The Pin That Pierces The Everything Bubble High Performance Compounder Jack Henry & Associates … Read More

During his recent interview with Tobias, Corey Hoffstein, co-founder and Chief Investment Officer at Newfound Research discussed why value investing indices are not all created equally. Here’s an excerpt from the interview: Corey Hoffstein: Yeah, I mean, I think to your point, this is something we were chatting about before … Read More