https://www.youtube.com/watch?v=AfnMHXGnqQg?start=520 During his recent interview with Tobias, Michael Mauboussin, the Director of Research at Blue Mountain Capital Management, discusses how we should consider calculating the cost of capital. Here’s an excerpt from that interview: Tobias Carlisle: There’s a few questions that fall out of that for me. When you’re thinking … Read More
The 3 Most Powerful Ideas From Expectations Investing
https://www.youtube.com/watch?v=AfnMHXGnqQg?start=77 During his recent interview with Tobias, Michael Mauboussin, the Director of Research at Blue Mountain Capital Management, discusses the three most powerful ideas from Expectations Investing. Here’s an excerpt from the interview: Tobias Carlisle: So much the better for chatting with you right now. I can’t tell you how … Read More
(Ep.32) The Acquirers Podcast: Michael Mauboussin – Big Decisions, Luck, Skill, Complexity And Success In Investing
Summary In this episode of The Acquirer’s Podcast Tobias chats with Michael Mauboussin. He’s the Director of Research at Blue Mountain Capital Management. He’s been an adjunct professor at Columbia for more than 25 years, earning multiple awards for doing so. He’s the Chair of the board of trustees of the Santa Fe … Read More
The Low Volatility Anomaly – Low-Volatility Stocks Have Higher Returns Than High-Volatility Stocks
https://www.youtube.com/watch?v=rUHqdIH56lU?start=2714 During his recent interview with Tobias, Lawrence Hamtil, Principal and author at Fortune Financial Advisors, discusses the low volatility anomaly – why low-volatility stocks have higher returns than high-volatility stocks, and how investors can take advantage of that. Here’s an excerpt from the interview: Tobias Carlisle: You raised it … Read More
Mid-Cap Stocks Sit In The Sweet Spot Of The Markets
https://www.youtube.com/watch?v=rUHqdIH56lU?start=1706 During his recent interview with Tobias, Lawrence Hamtil, Principal and author at Fortune Financial Advisors, discusses why mid-cap stocks are better performers and rebound more quickly than other sectors. Here’s an excerpt from the interview: Tobias Carlisle: One of the interesting things for me that came out of that … Read More
The Sin Premium – Sin Stocks Can Be Very Profitable
https://www.youtube.com/watch?v=rUHqdIH56lU?start=2107 During his recent interview with Tobias, Lawrence Hamtil, Principal and author at Fortune Financial Advisors, discussed the ‘Sin Premium’ and how sin stocks can be very profitable. Here’s an excerpt from the interview: Tobias Carlisle: And one of the things that I’ve seen you speak about or tweet about … Read More
(Ep.31) The Acquirers Podcast: Lawrence Hamtil – Sector Bets In Value, Size, And International Stocks
Summary In this episode of The Acquirer’s Podcast Tobias chats with Lawrence Hamtil. Lawrence is a Principal and author at Fortune Financial Advisors which offers independent financial planning and wealth management services. During the interview Lawrence provided some great insights into: Why Investors Will Achieve Better Results By Focusing On Sectors, … Read More
How To Create A Successful Finance Blog
https://www.youtube.com/watch?v=-cG2BvJQnJU?start=2388 During his recent interview with Tobias, Joshua Brown, CEO of Ritholtz Wealth Management, and author at The Reformed Broker Blog, discussed why he started and maintains his very successful investing blog saying: Tobias Carlisle: When I first discovered you, it was like December 2008, which was when I started … Read More
How To Successfully Adapt The Peter Lynch Style Of Investing In 2019
https://www.youtube.com/watch?v=-cG2BvJQnJU?start=72 During his recent interview with Tobias, Joshua Brown, CEO of Ritholtz Wealth Management, and author at The Reformed Broker Blog, discussed how you can successfully adapt the Peter Lynch style of investing in 2019 saying: Tobias Carlisle: First question: your own personal investment strategy. I’ve read your great post, … Read More
Maybe It Really Is Different This Time! (Part 2)
https://www.youtube.com/watch?v=-cG2BvJQnJU?start=1316 During his recent interview with Tobias, Joshua Brown, CEO of Ritholtz Wealth Management, and author at The Reformed Broker Blog, discussed how maybe it really is different this time for investors. It’s a comprehensive and interesting discussion so we broke it down into two parts. This is Part 2 … Read More
Maybe It Really Is Different This Time! (Part 1)
https://www.youtube.com/watch?v=-cG2BvJQnJU?start=466 During his recent interview with Tobias, Joshua Brown, CEO of Ritholtz Wealth Management, and author at The Reformed Broker Blog, discussed how maybe it really is different this time for investors. It’s a comprehensive and interesting discussion so we broke it down into two parts. Here is Part 1 … Read More
(Ep.30) The Acquirers Podcast: Joshua Brown – Reformed Broker, Backstage Wall Street With Ritholtz CEO
Summary In this episode of The Acquirer’s Podcast Tobias chats with Joshua Brown. Joshua is the CEO of Ritholtz Wealth Management. He’s a commentator on CNBC. He’s a blogger on The Reformed Broker. He’s the Chairman of the FinTwit Federal Reserve. He’s Downtown Josh Brown. During the interview Joshua provided some great … Read More
What Happens When Short Activist Investing Goes Wrong
https://www.youtube.com/watch?v=cseF_BDs0Io?start=1007 During his recent interview with Tobias, Sahm Adrangi of Kerrisdale Capital discusses his very unsuccessful short position in Straight Path. Here’s an excerpt from the interview: Tobias Carlisle: And so, can you contrast that with your experience with Straight Path? Sahm Adrangi: Sure. So Global Star is a Spectrum … Read More
Activist Short Selling Can Be Very Profitable
https://www.youtube.com/watch?v=cseF_BDs0Io?start=689 During his recent interview with Tobias, Sahm Adrangi of Kerrisdale Capital discusses his successful activist short position in Globalstar. Here’s an excerpt from the interview: Tobias Carlisle: Well, this firm is a pretty big firm. They put a 100 million dollars into this. So they did extensive due diligence, … Read More
How Astute Investors Discovered The Chinese Reverse Merger Frauds
https://www.youtube.com/watch?v=cseF_BDs0Io?start=238 During his recent interview with Tobias, Sahm Adrangi of Kerrisdale Capital discusses how he came across a number of successful opportunities in Chinese reverse merger frauds. Here’s an excerpt from the interview: Tobias Carlisle: So the first one that you’ve wrote about was China Marine. Do you remember China … Read More
(Ep.29) The Acquirers Podcast: Sahm Adrangi – Activist Shorts, Short Selling, And Event Driven Special Situations
Summary In this episode of The Acquirer’s Podcast Tobias chats with Sahm Adrangi of Kerrisdale Capital. Kerrisdale are well known for their activist shorts, short-selling, and event-driven special situation investing, characterized by deep research, and some great research reports which they very generously share with the market. Sahm provided some … Read More
Distressed Investing – How To “Paper’ A Deal Without Committing Light Treason
https://www.youtube.com/watch?v=FDMhvyFwzcA?start=2154 During his recent interview with Tobias, Thomas Braziel, the Founder of 507Capital, discusses how to ‘paper’ a deal without committing light treason saying: Thomas Braziel: In the area we work in or I work in, I feel like the hardest thing is papering stuff. People will say things, ‘How … Read More
Invest Like David Tepper – Search For Stocks With ‘Cheap Optionality’
https://www.youtube.com/watch?v=FDMhvyFwzcA?start=2699 During his recent interview with Tobias, Thomas Braziel, the Founder of 507Capital, discusses the importance of searching for stocks with ‘cheap optionality’. Here’s an excerpt from the interview: Tobias Carlisle: What’s your overriding philosophy? I think that there are two principles. One is that you’re prepared to look anywhere. … Read More
How To Turn A $20,000 Investment In A Bankrupt Stock Into Millions
https://www.youtube.com/watch?v=FDMhvyFwzcA?start=1130 During his recent interview with Tobias, Thomas Braziel, the Founder of 507Capital, discusses how he turned a $20,000 investment in a bankrupt stock into millions. Here’s an excerpt from the interview: Tobias Carlisle: The investment that I was referring to before, I think I got a little confused there. … Read More
(Ep.28) The Acquirers Podcast: Thomas Braziel – Priority Position, Activism, Bankruptcy, And Off-The-Run Securities
Summary In this episode of The Acquirer’s Podcast Tobias chats with Thomas Braziel the Founder of 507Capital. 507 Capital specializes in providing liquidity globally by purchasing bankruptcy claims, distressed debt, fraud, liens, judgements, distressed assets, and frozen accounts. During the interview Thomas provided some great insights into: In Investing, Opportunities … Read More