(Ep.70) The Acquirers Podcast: John Huber – Business Analyst, Concentrated High-Quality In A Modern Buffett Partnership

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In this episode of The Acquirer’s Podcast Tobias chats with John Huber, Managing Partner at Saber Capital Management, an investment fund modeled after the original Buffett partnerships. Saber’s strategy is to make very carefully selected investments in undervalued stocks of great businesses. During the interview John provided some great insights … Read More

The Difference Between Growth And Value

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During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed The Difference Between Growth And Value. Here’s an excerpt from the episode: Tobias Carlisle: In the course of doing that last little bit of research that I did, my state of value address, part of … Read More

Are We Heading Into A Period Of 70’s Stagflation

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 During his recent interview with Tobias, Nicholas Pardini, Managing Partner at Davos Investment Group discussed 70’s stagflation. Here’s an excerpt from the interview: Tobias Carlisle: Is that new though? That hardcore money printing has been going on for more than 10 years now. You know that famous interactive brokers ad where they … Read More

The Positive Theory of Capital

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During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed The Positive Theory of Capital. Here’s an excerpt from the episode: Jake Taylor: All right, so the second thing to learn from this crazy [Winchester Mystery] house out in San Jose comes from this late … Read More

The Winchester Mystery House

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During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed The Winchester Mystery House. Here’s an excerpt from the episode: Jake Taylor: Yeah, I will. So the Winchester Mystery house is this … It’s a tourist attraction in San Jose. And it came about from … Read More

The Era Of Hard Choices

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During his recent interview with Tobias, Nicholas Pardini, Managing Partner at Davos Investment Group discussed The Era Of Hard Choices. Here’s an excerpt from the interview: Nicholas Pardini: Okay. There are two main parts to what we do at Davos. The first is the platinum research business, which is an institutional research platform … Read More

You’re Confused Right Now? You’re Not Alone

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During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed You’re Confused Right Now? You’re Not Alone. Here’s an excerpt from the episode: Bill Brewster: Yeah, no doubt. Well, good. I’m going to get into more of it. Because, I’m going to talk about how … Read More

Baumol’s Cost Disease

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During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Baumol’s Cost Disease. Here’s an excerpt from the episode: Jake Taylor: I’m not going there. This 1960s economist named William Baumol. He came up with this idea that you start with this thought that imagine … Read More

Is (Systematic) Value Investing Dead?

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During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Cliff Asness’ recent article titled – Is (Systematic) Value Investing Dead? Here’s an excerpt from the episode: Tobias Carlisle: Yeah, I saw Cliff Asness had a third bite at the value cherry, Is (Systematic) Value Investing … Read More

Why Buffett Was So Somber At The Meeting

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During his recent interview with Tobias, Christopher Bloomstran, President and CIO of Semper Augustus Investments Group discussed Why Buffett Was So Somber At This Year’s Meeting. Here’s an excerpt from the interview: Tobias Carlisle: Well, let’s talk about that a little bit and I’m going to tie this into your biggest position which … Read More