Category Archive

Summary In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: High-Performance Conglomerate – Constellation Software Is There A Renaissance Coming For Merger Arbitrage And Risk Arbitrage? Fundsmith’s CEO Terry Smith – Buy Good Companies, Don’t Overpay, Do Nothing Managing Permanent Capital Is A Significant … Read More

In this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss how to implement an Anti-FOMO sizing strategy to get started in a position. Here’s an excerpt from the episode: Bill Brewster: So I was talking with somebody that listens to the podcast and he was … Read More

 During his recent interview with Tobias, Jon Boyar, JD/President of Boyar Research, discussed why spin-offs have significantly under-performed over the last decade saying: Jon Boyar: Spin outs you know… people have always thought were winning strategies but over the last decade they’ve significantly underperformed. And then we picked four … Read More

In this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss the implicit bets in value vs growth. Here’s an excerpt from the episode: Jake Taylor: Sure. I thought it would be maybe fun or instructive for us to try to add a little bit of … Read More

During his recent interview with Tobias, Jon Boyar, JD/President of Boyar Research, discussed the problem with investing in cyclical businesses is that you have to be right twice saying: Tobias: What sort of businesses are you looking for? Would you consider cyclicals or do you avoid the cyclicals? How do … Read More

In this episode of The Acquirer’s Podcast, Tobias chats with Jon Boyar. He is the JD/President of Boyar Research, which is one part of the value investing firm, Boyar Value Group. the Boyar family of companies has successfully navigated through many fads, gimmicks and market volatility over the past 40 … Read More

In this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss monster compounder, Heico Corp. Here’s an excerpt from the episode: Tobias Carlisle: Should I take it away with Heico? Great article. So I was sort of talking about that a little bit last week that it’s … Read More

In this episode of The Acquirer’s Podcast, Tobias chats with. Simon Adler. He’s a Fund Manager on the Schroders Global Value Team and he manages two funds, Global Recovery and Global Income. During the interview Simon discussed how 150 years of evidence suggests that value investing will survive: Tobias Carlisle: … Read More

Summary In this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss how Hollywood mogul Barry Diller built a $4.2 Billion tech fortune out of underdog assets. Here’s an excerpt from the episode: Jake Taylor: Toby, we need to get to your topic. Tobias Carlisle: Yeah. … Read More

In this episode of The Acquirer’s Podcast, Tobias chats with Simon Adler. He’s a Fund Manager on the Schroders Global Value Team and he manages two funds, Global Recovery and Global Income. During the interview Simon discussed the seven ‘red’ questions his team asks to uncover value traps: Tobias Carlisle: … Read More

Summary In this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed The Right Tail – How Errors Of Omission Hurt Your Returns. Here’s an excerpt from the episode: Jake Taylor: Me too. So Bill, what’s your topic today? Bill Brewster: Piggybacking on the Akre article thought, … Read More

In his recent interview with Tobias, Simon Adler, a Fund Manager on the Schroders Global Value Team discussed how investors can learn from their mistakes using the U.S Military’s After Action Review: Tobias Carlisle: So that dovetails nicely is something that we discussed before we started recording. I’m interested in, … Read More

 In this episode of The Acquirer’s Podcast Tobias chats with Simon Adler. He’s a Fund Manager on the Schroders Global Value Team., where he manages two funds, Global Recovery and Global Income. During the interview Simon provided some great insights into: Investors Can Learn From Their Mistakes Using The … Read More

Summary In this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed three lessons investors can learn from Rush drummer, Neil Peart. Here’s an excerpt from the episode: Tobias Carlisle: What’s the deal with Rush and value investing? Jake Taylor: Yeah, I’ve got three lessons that Rush … Read More

During his recent interview with Tobias, Dan McMurtrie, Founder of the Long/Short hedge fund Tyro Partners and Bangladesh VC fund – Anchorless Bangladesh, discussed the considerable advantages of setting up a venture capital fund in Bangladesh. Here’s an excerpt from the interview: Tobias Carlisle: Let’s change gears a little bit. … Read More

Summary In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: 3 Lessons Investors Can Learn From Rush Drummer – Neil Peart The Right Tail – How Errors Of Commission And Omission Are Hurting Your Returns Who Needs Moonshots? How Former Hollywood Mogul Barry Diller … Read More

During his recent interview with Tobias, Dan McMurtrie, Founder of the Long/Short hedge fund Tyro Partners and Bangladesh VC fund – Anchorless Bangladesh, discussed his very popular paper The Dating Market: Thesis Overview which has received upwards of 500,000 clicks. Here’s an excerpt from the interview: Tobias Carlisle: Well, let’s change … Read More

 Summary In this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Justin Mallory’s Twitter thread on – What Should Warren Buffett Buy? Here’s an excerpt from the episode: Tobias Carlisle: So. Should we move on to my topic? Tobias Carlisle: Justin Mallory on Twitter, … Read More