Tag Archive

In this episode of The Acquirer’s Podcast Tobias chats with five members of the legendary value firm Tweedy Browne. These include Roger R. de Bree, Frank H. Hawrylak, Jay Hill, Thomas H. Shrager, and Robert Q. Wyckoff, Jr. These members of the investment committee have spent between 17 and 45 … Read More

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

In this episode of the VALUE: After Hours Podcast Taylor, Brewster, and Carlisle chat about: Managing Capital In A Downturn The 4 Horsemen of Coronapocalypse Who Saw It Coming How Can We All Become A Positive Force In Our Local Communities Plus Or Minus Five Months From The Bottom Doesn’t … Read More

 During his recent interview with Tobias, Dr Ben Hunt from Epsilon Theory discussed his recognition of the true threat of Coronairus before most. Here’s an excerpt from the interview: Tobias Carlisle: I like to follow the conspiracy theorist. It’s like that scene in men in black, when he says, he … Read More

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

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

In this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed The Importance Of Focusing On Antifragile Businesses. Here’s an excerpt from the episode: Tobias Carlisle: So maybe that’s a good point to segue to your topic Bill. You’ve given some thoughts to managing value through … Read More

During his recent interview with Tobias, Dr Ben Hunt from Epsilon Theory discussed Game Theory for Laymen. Here’s an excerpt from the interview: Tobias Carlisle: Can you give us, is there a layman’s version of your game theory that you can, is there some way that you can articulate it for … Read More

In this episode of The Acquirer’s Podcast Tobias chats with Dr Ben Hunt from Epsilon Theory, which is Second Foundation’s principal publishing brand, a newsletter and website that examines markets through the lenses of game theory and history. During the interview Ben provided some great insights into: A Layman’s Version Of … Read More

During this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Is Coronavirus The Crowbar On The Tracks Of Our Train Of Fragility. Here’s an excerpt from the episode: Jake Taylor: So my segment is going to be how the Coronavirus might be the crowbar on … Read More

During his recent interview with Tobias, Alex Rubalcava, Co-Founder And Managing Partner at Stage Venture Partners, discussed the age of the trillion dollar company. Here’s an excerpt from the interview: Tobias Carlisle: You’ve written some interesting blog posts on the side. The first one I want to discuss is the trillion … Read More

In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Is Coronavirus The Crowbar On The Tracks Of Our Train Of Fragility The Importance Of Focusing On Antifragile Businesses What Is The High Yield Index Telling Us About What’s Coming Don’t Shoot All Your Armor … Read More

During his recent interview with Tobias, Alex Rubalcava, Co-Founder And Managing Partner at Stage Venture Partners, discussed how to invest in enterprise software startups. Here’s an excerpt from the interview: Tobias Carlisle: So tell us a little bit about Stage. What do you do there? Alex Rubalcava: So my firm is … Read More

In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Investing In Airlines And OTAs. Here’s an excerpt from the episode: Bill Brewster: Yeah, that’s a good point. Look, I have talked about airlines. I don’t really want to go down as the airline guy. That’s … Read More

During his recent interview with Tobias, Alex Rubalcava, Co-Founder And Managing Partner at Stage Venture Partners, discussed the seed investing framework. Here’s an excerpt from the interview: Tobias Carlisle: So given that you have this long right tale of returns, how then do you go about constructing a portfolio? Alex Rubalcava: … Read More

In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Using Ben Franklin’s ‘Prudential Algebra Rule’ To Make Better Investment Decisions. Here’s an excerpt from the episode: Jake Taylor: My topic was, in your investment process, it’s very easy to keep digging and digging and digging … Read More

In this special episode of The Acquirer’s Podcast Tobias chats with four SME business leaders about how their businesses are being impacted by the coronavirus, and how they’re weathering the storm. The four business leaders include: Jesse Koltes (LonoLife) – We are a grocery goods business, consumer packaged goods that … Read More

In this episode of The Acquirer’s Podcast Tobias chats with Alex Rubalcava, Co-Founder And Managing Partner at Stage Venture Partners, which is a seed venture capital firm that invests in emerging software technology for B2B markets. During the interview Alex provided some great insights into: The Seed Investing Framework How To … Read More

In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about Are We Approaching A Golden Decade For Value Investing. Here’s an excerpt from the episode: Tobias Carlisle: So I’ve got a topic going to throw this out that probably going going to get a lot … Read More

During his recent interview with Tobias, Jeff Gramm discussed The True Definition of A Net-Net. Here’s an excerpt from the interview: Jeff Gramm: I still love net nets, and we’ve owned, you know, we own Hilltop Holdings as a core position, that was a net net, Purliss. At any given … Read More