Value Portfolio Upgrade

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During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed the Value Portfolio Upgrade. Here’s an excerpt from the discussion: Tobias Carlisle: Let’s move on to another finance related topic, I guess this months up. Jake Taylor: Toby, you’re up. Bill Brewster: Oh, peanut butter. … Read More

Beware Of Companies With Complicated Accounting Policies

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During his recent conversation with Tobias, Stephen Clapham, founder of Behind The Balance Sheet, discussed the need to beware of companies with complicated accounting policies. Here’s an excerpt from the interview: Tobias Carlisle: Let’s talk about an individual name, or a few. Are you familiar with Tesla? Stephen Clapham: Oh, I don’t … Read More

Quick Ways To Spot Company Frauds Or Manipulations

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During his recent conversation with Tobias, Stephen Clapham, founder of Behind The Balance Sheet, discussed Quick Ways To Spot Company Frauds. Here’s an excerpt from the interview: Tobias Carlisle: When you’re examining companies … so you’re a detailed analyst. You invest both long and short. When you are looking at them, … Read More

(Ep.61) The Acquirers Podcast: Stephen Clapham – CSI: Financials, Financial Accounting, And Financial Statement Shenanigans

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In this episode of The Acquirer’s Podcast Tobias chats with Stephen Clapham, the founder of Behind The Balance Sheet, which provides research, forensic accounting training courses, and consultancy for professional analysts and private investors. During the interview Stephen provided some great insights into: Some Quick Ways To Spot Company Frauds … Read More

Michael Mauboussin’s Paper – BIN There, Done That

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During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Michael Mauboussin’s Paper – BIN There, Done That. Here’s an excerpt from the discussion: Jake Taylor: Yeah, let’s eat our veggies upfront. Now this paper, if you’re making any kind of decisions, discretionary in an … Read More

Compare Companies Using The ‘Owner Earnings Yield’

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During his recent interview with Tobias, the team from Tweedy Browne discussed Comparing Companies Using The ‘Owner Earnings Yield’. Here’s an excerpt from the interview: Jay Hill: Yeah. And I guess the next part of the process is how do we identify new ideas, right? And I would say probably 80 … Read More

The 4 Horsemen of Coronapocalypse

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In this week’s episode of the VALUE: After Hours Podcast Taylor, Brewster, and Carlisle discussed The 4 Horsemen of Coronapocalypse. Here’s an excerpt from the episode: Tobias Carlisle: Fellows, let’s move on to another topic. I’ve got a comment up on the screen. I don’t think you guys can see … Read More

Managing Capital In A Downturn

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In this week’s episode of the VALUE: After Hours Podcast Taylor, Brewster, and Carlisle discussed Managing Capital In A Downturn. Here’s an excerpt from the episode: Bill Brewster: Yeah. Sure. I guess so. So I sort of wrote to… I’m running the family money or whatever, so I wrote them … Read More

What The High Yield Index Tells Us

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In this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed What The High Yield Index Tells Us. Here’s an excerpt from the episode: Tobias Carlisle: So Dan Rasmussen had a nice tweet where he said, if you watch the high yield spreads, they are often … Read More

The Narrative Machine & Big Compute

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During his recent interview with Tobias, Dr Ben Hunt from Epsilon Theory discussed The Narrative Machine & Big Compute. Here’s an excerpt from the interview: Tobias Carlisle: That’s fascinating. One of the interesting visualizations that you put on Epsilon Theory and you discuss it regularly, the narrative machine or the narrative … Read More