Tag Archive

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

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed how Warren Buffett Is Worried That $137 Billion Is Not Enough. Here’s an excerpt from the episode: Tobias Carlisle: How did you take the news that they hadn’t done much in the way of buybacks … Read More

During his recent interview with Tobias, Christopher Bloomstran, President and CIO of Semper Augustus Investments Group discussed Berkshire – Shrinking Its Way To Profitability. Here’s an excerpt from the interview: Chris Bloomstran: We really haven’t had to whack the machete that much a lot of it is more of a scalpel. If you … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed No Stimmy For Berkshire Companies. Here’s an excerpt from the episode: Jake Taylor: Yeah. What did you think about no stimmy at all for any Berkshire companies? Tobias Carlisle: I mean I kind of admire … Read More

During his recent interview with Tobias, Christopher Bloomstran, President and CIO of Semper Augustus Investments Group discussed The Unappreciated Brilliance Of The Gen Re Transaction. Here’s an excerpt from the interview: Tobias Carlisle: Yeah, I couldn’t agree more. That was the first time I’ve ever bought Berkshire was on the 20th of … Read More

In this episode of The Acquirer’s Podcast Tobias chats with Christopher Bloomstran, President and CIO of Semper Augustus Investments Group, a fundamental, value-driven firm that manages concentrated equity portfolios of well-run, well-capitalized businesses. During the interview Chris provided some great insights into: Berkshire – Shrinking It’s Way Back To Significant … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed how Ted And Todd Couldn’t Find Anything To Buy In March. Here’s an excerpt from the episode: Tobias Carlisle: I got a good comment on the screen here, is it funny that Ted and Todd … Read More

In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Buffett Shows His Genius Through This Crisis Berkshire’s Ted And Todd Couldn’t Find Anything To Buy In March No Stimmy For Berkshire Companies Buffett Worried $137 Billion Is Not Enough Why Did Buffett Bring Up … Read More

During his recent interview with Tobias, Will Hershey, Co-Founder and CEO at Roundhill Investments discussed If GameStop Is Destined To Head The Same Way As Blockbuster. Here’s an excerpt from the interview: Tobias Carlisle: So for the individual companies, because they’re all on sort of the release schedules, I guess it takes … Read More

 During his recent interview with Tobias, Will Hershey, Co-Founder and CEO at Roundhill Investments discussed why Owners Of Traditional Sports Franchises Are Buying Esport Franchises To Capture Disgruntled Millennials. Here’s an excerpt from the interview: Will Hershey: Esports is really global and it’s easy to play. That’s the same reason that … Read More

During his recent interview with Tobias, Will Hershey, Co-Founder and CEO at Roundhill Investments discussed how More People Watch Gaming And Esports Than Netflix, HBO, ESPN And Hulu Combined. Here’s an excerpt from the interview: Tobias Carlisle: What’s the difference between gaming and esports? Will Hershey: Yep. So gaming and esports are … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Investing From First Principles. Here’s an excerpt from the episode: Jake Taylor: So, I thought it would be fun and I’m punting a little bit to this week, because I wrote this up at my … Read More

In this episode of The Acquirer’s Podcast Tobias chats with Will Hershey, Co-Founder and CEO at Roundhill Investments, an investment adviser focused on developing innovative financial products designed to offer exposure to investment themes that appeal to the next generation of investors. During the interview Will provided some great insights into: … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed why Holding Stocks Is A Superpower! Here’s an excerpt from the episode: Bill Brewster: Russo released his letter to shareholders, and I got looking at some of the positions. You just look through like MasterCard, … Read More

In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Holding Stocks Is A Superpower! Investing From First Principles When Buffett Was A Quant Finding The Bad Actors In Small Caps Munger Missing From This Year’s Berkshire Meeting SPAC Investing Chis Bloomstran – Is Berkshire … Read More

During his recent interview with Tobias, Dan Ferris, editor of Extreme Value, discussed How The Internet Changed Branding Forever. Here’s an excerpt from the interview: Dan Ferris: Prestige is a good one, too. We got out of Prestige because we thought, “Well, these brands aren’t as strong as they used to be, … Read More

 During his recent interview with Tobias, Dan Ferris, editor of Extreme Value, discussed the importance of Maximizing Your Opportunities To ‘Bump Into’ Good Investments. Here’s an excerpt from the interview: Tobias Carlisle: How are you sourcing ideas? How do you come up with your ideas? Are you running screens? Are … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Gavin Baker’s Software Contracts, First-Lien Debt And Reality. Here’s an excerpt from the episode: Tobias Carlisle: Are we going to see more indiscriminate selling when people see dark clouds again, or are the cheap businesses … Read More

 During his recent interview with Tobias, Dan Ferris, editor of Extreme Value, discussed how Inverting A DCF Is A Great Way To Value Businesses. Here’s an excerpt from the interview: Tobias Carlisle: How do you think about valuation? Finding those things can be … it’s not … I wouldn’t say … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed The Grid And Complex-Adaptive Systems. Here’s an excerpt from the episode: Tobias Carlisle: JT, do you want to do insights from running the power grid? Jake Taylor: Yeah. Tobias Carlisle: Do you want to tell … Read More