Tag Archive

In this episode of The Acquirer’s Podcast Tobias chats with Dan Ferris, editor of Extreme Value, a monthly investment advisory focused on the safest stocks in the market. During the interview Dan provided some great insights into: Inverted DCF Is A Great Way To Value Businesses Maximize Your Opportunities To ‘Bump … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Why Did Oil Drop To -$40 A Barrel? Here’s an excerpt from the episode: Tobias Carlisle: Front Month oil, people had tipped this happening beforehand that… All the storage evidently was filled up. The issue … Read More

In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Why Did Oil Drop To Negative $40 A Barrel? The Grid And Complex-Adaptive Systems Bill’s Evolution As An Investor Gavin Baker – Software Contracts, First-Lien Debt And The Reality That No Revenue Is Truly Recurring … Read More

During his recent interview with Tobias, Brent Beshore, Founder & CEO of Permanent Equity, and author of The Messy Marketplace: Selling Your Business in a World of Imperfect Buyers, discussed Focusing On A ‘Size Specific’ Circle Of Competence. Here’s an excerpt from the interview: Tobias Carlisle: I know that you had a … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed some reasons Why Warren Buffett Is Selling Stocks Down Under 10%. Here’s an excerpt from the episode: Tobias Carlisle: Yeah. Let’s talk about WEB and his kind of perplexing maneuver. So biggest- Bill Brewster: We’re … Read More

During his recent interview with Tobias, Brent Beshore, Founder & CEO of Permanent Equity, and author of The Messy Marketplace: Selling Your Business in a World of Imperfect Buyers, discussed Dealing With The Long-Term Consequences Of Moth-Balling A Business For Months. Here’s an excerpt from the interview: Tobias Carlisle: You’ve got a reasonably … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Making Sense Of FWONK’s/FWONA’s Latest Transactions. Here’s an excerpt from the episode: Tobias Carlisle: Well, just like every value manager out there, this podcast has gone full macro. So let’s do some micro for a … Read More

During his recent interview with Tobias, Brent Beshore, Founder & CEO of Permanent Equity, and author of The Messy Marketplace: Selling Your Business in a World of Imperfect Buyers, discussed Finding Good Companies That Are Available For Sale. Here’s an excerpt from the interview: Tobias Carlisle: How are you sourcing the deals that … Read More

In this episode of The Acquirer’s Podcast Tobias chats with Brent Beshore, Founder & CEO of Permanent Equity, and author of The Messy Marketplace: Selling Your Business in a World of Imperfect Buyers. During the interview Brent provided some great insights into: Finding Good Companies That Are Available For Sale The … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Self Organized Criticality And How It Applies To Markets. Here’s an excerpt from the episode: Jake Taylor: Yeah, sure. So there’s this Danish theoretical physicist whose name is Per Bak, shortest name on record I … Read More

In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Self Organized Criticality And How It Applies To Markets Making Sense Of FWONK’s/FWONA’s Latest Transactions Why Is Warren Buffett Selling Stocks Down Under 10% Will We See A New Bottom Later This Year? Japan’s Warren … Read More

During his recent interview with Tobias, Andrew Wilkinson, co-founder of Tiny, discusses why the best companies to buy are ‘New Zealand’ type businesses. Here’s an excerpt from the interview: Tobias Carlisle: How do you think about valuation? How does that play out? The private multiples used to be much, much lower. … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed What Impact Will Q1 And Q2 Earnings Results Have On Long Term Investments? Here’s an excerpt from the episode: Bill Brewster: So the reason that I started this show with Royal Caribbean and American and … Read More

 During his recent interview with Tobias, Andrew Wilkinson, co-founder of Tiny, discusses why there’ll be a lot of opportunities to restructure venture business in the next six to twelve months. Here’s an excerpt from the interview: Tobias Carlisle: Is that in response to the volatility in the market, or was … Read More

 During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed the research paper – Small Steps to Accuracy: Incremental Updaters are Better Forecasters. Here’s an excerpt from the episode: Jake Taylor: So this research paper came out this week. The author is, and I’m … Read More

During his recent interview with Tobias, Andrew Wilkinson, co-founder of Tiny, discusses the origin of Dribbble. Here’s an excerpt from the interview: Tobias Carlisle: Dribbble is a really interesting business. I’ve poked around on the site before. Can you just go into what is that business exactly? Is it advertising … Read More

In this episode of The Acquirer’s Podcast Tobias chats with Andrew Wilkinson, co-founder of Tiny, which is a holding company for wonderful internet businesses. During the interview Andrew provided some great insights into: Tiny – The Holding Company For Wonderful Internet Businesses Howard Stern Is Getting Ripped Off The Non-Binary … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed How Focusing On The Market Can Be A Mistake If It Impacts The Way You Run The Portfolio. Here’s an excerpt from the episode: Tobias Carlisle: That’s a good point for a segue. I think … Read More

During his recent conversation with Tobias, Clayton Gardner, co-founder of Titan, discussed Setting Up A Momentum Hedge To Offset False Positives. Here’s an excerpt from the interview: Tobias Carlisle: What’s your expectation for the way that the portfolio will perform through a full business cycle? Do you have any view on … Read More

In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Value and the Market Decision Making: Iterating Focusing On The Market Can Be A Mistake If It Impacts The Way That You Run The Portfolio Small Steps to Accuracy: Incremental Updaters are Better Forecasters Nothing … Read More