Category Archive

During his recent interview with Tobias, Marcelo Lima, managing member of Heller House, discusses whether software-as-a-service has changed value investing from what Warren Buffett had traditionally done? Here’s an excerpt from the interview: Tobias Carlisle: How do you make the leap to value investment from there? Marcelo Lima: Yeah, great … Read More

Summary In this episode of The Acquirer’s Podcast Tobias chats with Marcelo Lima. He is the managing member of Heller House, who follow the time-tested strategies of Graham, Dodd and Buffett; invest with a considerable margin of safety in easily understandable, sustainable businesses. During the interview Marcelo provided some great … Read More

During her recent interview with Tobias, Rashmi Kwatra, founder and CIO of Sixteenth Street Capital, discusses how investors can calculate compounding trajectory in Asian companies, based on the disruption created in developed markets. Here’s an excerpt from the interview: Tobias Carlisle: You say that you’re looking for sectors that can … Read More

During her recent interview with Tobias, Rashmi Kwatra, founder and CIO of Sixteenth Street Capital, discusses ‘The Leapfrog Effect’ – how fast-growing emerging economies can take advantage of technological advances, bypassing traditional infrastructure building. Here’s an excerpt from the interview: Tobias Carlisle: When you are looking at these companies, are … Read More

During her recent interview with Tobias, Rashmi Kwatra, founder and CIO of Sixteenth Street Capital, discusses how to discover compounders in growth emerging markets (GEMs). Here’s an excerpt from the interview: Tobias Carlisle: So your pitch deck describes Sixteenth Street as a long-term investor in Asian growth markets, and the … Read More

Summary In this episode of The Acquirer’s Podcast, Tobias chats with Rashmi Kwatra. She is the founder and CIO of Sixteenth Street Capital, which invests in emerging markets using a Buffett-style approach. During the interview Rashmi provided some great insights into: How To Discover Compounders In Growth Emerging Markets (GEMs) … Read More

Summary In this episode of The Acquirer’s Podcast Ian Cassel steps into the hosts seat to interview Tobias Carlisle. Ian is the Founder of MicroCapClub and Intelligent Fanatics Capital Management. During the interview Tobias provided some great insights into: What Was The Catalyst For The Acquirer’s Multiple? Why Does Value Under-Perform During Market … Read More

https://www.youtube.com/watch?v=xj1V8AFXIA0?start=1138 During his recent interview with Tobias, Jack Forehand, Partner at Validea Capital Management, discusses whether value investing is a bet against tech. Here’s an excerpt from the interview: Tobias Carlisle: And the final argument that you made is that value is a bet against tech, which that certainly seems … Read More

https://www.youtube.com/watch?v=xj1V8AFXIA0?start=1015 During his recent interview with Tobias, Jack Forehand, Partner at Validea Capital Management, discusses whether big data leads to more value traps. Here’s an excerpt from the interview: Tobias Carlisle: The next point you make, which I think is a an interesting one, big data leads to more value … Read More

https://www.youtube.com/watch?v=xj1V8AFXIA0?start=63 During his recent interview with Tobias, Jack Forehand, Partner at Validea Capital Management, discusses how to recreate a Buffett style portfolio. Here’s an excerpt from the interview: Tobias Carlisle: Thanks so much for joining me here today. You’re a partner at Validea. Can you just tell me a little … Read More

Summary In this episode of The Acquirer’s Podcast Tobias chats with Jack Forehand. He is a Partner at Validea Capital Management and responsible for the firm’s overall operations and portfolio management. During the interview Jack provided some great insights into: How To Recreate A Buffett Style Portfolio Is The Under-Performance Of … Read More

https://www.youtube.com/watch?v=N8poJe2osJg?start=869 During his recent interview with Tobias, Connor Haley, Founder of Alta Fox Capital Management, discusses how investors can find great opportunities in stocks that have a masking effect. Here’s an excerpt from the interview: Tobias Carlisle: And one of the things in your presentation you say you’re looking for … Read More

https://www.youtube.com/watch?v=N8poJe2osJg?start=1626 During his recent interview with Tobias, Connor Haley, Founder of Alta Fox Capital Management, discusses the three investment edges that every investor should be seeking. Here’s an excerpt from the interview: Tobias Carlisle: Let’s talk about edges. This is an interesting part of your presentation. You said there are … Read More

https://www.youtube.com/watch?v=N8poJe2osJg?start=141 During his recent interview with Tobias, Connor Haley, Founder of Alta Fox Capital Management, discusses how investors can find investing gems that don’t screen as cheap. Here’s an excerpt from the interview: Tobias Carlisle: Tell us a little bit about your fund. How’s it structured? And what are you … Read More

Summary In this episode of The Acquirer’s Podcast Tobias chats with Connor Haley. Connor is the Founder of Alta Fox Capital Management. He’s a Harvard graduate, Magna cum laude. He’s the number one ranked investor in the MicroCapClub, and he’s got a some fascinating approaches to investing. During the interview … Read More

https://www.youtube.com/watch?v=IMXXZTqIp8I?start=1305 During his recent interview with Tobias, Joseph Boskovich, Co-Founder and Partner at Old West Investment Management, discusses the significant revenues that mobile gaming companies generate utilizing the freemium effect. Here’s an excerpt from the interview: Tobias Carlisle: Right. So I think the one spin that we didn’t discuss was … Read More

https://www.youtube.com/watch?v=IMXXZTqIp8I?start=379 During his recent interview with Tobias, Joseph Boskovich, Co-Founder and Partner at Old West Investment Management, discusses one of the best investors you’ve never heard of – Howard Jonas. Here’s an excerpt from the interview: Tobias Carlisle: I’ve got you. Right. So the next biggest position is RFL, Rafael. Talk … Read More

https://www.youtube.com/watch?v=IMXXZTqIp8I?start=58 During his recent interview with Tobias, Joseph Boskovich, Co-Founder and Partner at Old West Investment Management, discusses why investors should focus on companies that are owner-managed. Here’s an excerpt from the interview: Tobias Carlisle: My absolute pleasure. Tell me a little bit about Old West. How did you get … Read More

Summary In this episode of The Acquirer’s Podcast Tobias chats with Joseph Boskovich. Joseph is the Co-Founder and Partner at Old West Investment Management. Old West manages long only and long/short investment strategies based upon the companies that they uncover through a simple yet sound investment process.  The firm is … Read More