One Of The Most Popular Papers On Online-Dating Advice – Written By A Hedge Fund Manager

Johnny HopkinsPodcastsLeave a Comment

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

Justin Mallory – What Should Warren Buffett Buy?

Johnny HopkinsPodcastsLeave a Comment

 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

Chuck Akre – The Art Of (Not) Selling

Johnny HopkinsPodcastsLeave a Comment

Summary In this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Chuck Akre – The Art Of (Not) Selling. Here’s an excerpt from the episode: Tobias Carlisle: Bill, do you want to do Chuck Akre? Chuck Acre…Akery? How do you say it? Bill Brewster: No, … Read More

(Ep.49) The Acquirers Podcast: Dan McMurtrie – SuperMugatu – Long/Short Equity, Bangladesh Venture Capital, And Millennial Dating

Johnny HopkinsPodcastsLeave a Comment

In this episode of The Acquirer’s Podcast Tobias chats with Dan McMurtrie. He’s the Founder of the Long/Short hedge fund Tyro Partners and Bangladesh VC fund – Anchorless Bangladesh. He’s also written maybe the modern male millennial version of Carrie Bradshaw’s Sex and the City paper. He’s the artist formerly … Read More

Aswath Damodaran’s – Revisiting The Big Market Delusion

Johnny HopkinsPodcastsLeave a Comment

Summary In this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Aswath Damodaran’s – Revisiting he Big Market Delusion. Here’s an excerpt from the episode: Tobias Carlisle: Let’s start with Aswath Damodaran. Bill Brewster: Yeah. Jake Taylor: Close. Yeah. Damodaran, something like that. Yeah. Late … Read More

Investing Using A Buffett Partnership Style Strategy

Johnny HopkinsPodcastsLeave a Comment

During his recent interview with Tobias, Steven Kiel of Arquitos Capital discusses investing using a Buffett Partnership style strategy. Here’s an excerpt from the interview: Tobias Carlisle: So, these are all particularly interesting positions, how do you transition from being a lawyer to being an investor in things like this? … Read More

(S02 E02) The VALUE: After Hours Podcast

Johnny HopkinsPodcasts2 Comments

Summary In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: A Review Of Aswath Damodaran’s – Revisiting The Big Market Delusion Chuck Akre – The Art Of (Not) Selling Justin Mallory  – What Can Warren Buffett Buy? How To Stick With Your Investing Strategy … Read More

(Ep.48) The Acquirers Podcast: Steven Kiel – Transition Co’s – Balance-Sheet-To-Income-Statement Investing, Special Situations And Graham

Johnny HopkinsPodcasts1 Comment

In this episode of The Acquirer’s Podcast Tobias chats with Steven Kiel. He runs Arquitos Capital and he’s got a lot of other interesting investments. He’s also a special situations investor. During the interview Steven provided some great insights into: Special Situations Investing – Transition Companies Balance Sheet To Income … Read More

@LAForeverHall’s Thought Provoking TweetStorm

Johnny HopkinsPodcastsLeave a Comment

During this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss @LAForeverHall’s Thought Provoking TweetStorm: Tobias Carlisle: The tweet storm that you we’re going to discuss, Bill, I’m just going to jump the gun a little bit. But the tweet storm that you had. Liz, LAForever, … Read More

Key Insights From The Man Who Solved The Market

Johnny HopkinsPodcastsLeave a Comment

During his recent interview with Tobias, Gregory Zuckerman, author of The Man Who Solved the Market, discussed his key takeaways from the book. Here’s an excerpt from the interview: Tobias Carlisle: Look, I absolutely loved the book. Thoroughly recommend everybody go and take a look at it. It’s The Man … Read More

(S02 E01) The VALUE: After Hours Podcast

Johnny HopkinsPodcastsLeave a Comment

Summary In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Our 2020 New Year’s Resolutions 3 Points From @LAForeverHall’s Thought Provoking Tweet The Entire Stock Market Is Loaded To The Gills On One Side Of The Boat How Do You Know When You’re Ready … Read More