Tag Archive

In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Will We Still Be Talking About The Coronavris In Twelve Months? Are We Approaching A Golden Decade For Value Investing Use Ben Franklin’s ‘Prudential Algebra Rule’ To Make Better Investment Decisions What Is Berkshire Really … Read More

During his recent interview with Tobias, Jeff Gramm discussed life as an activist investor. Here’s an excerpt from the interview: Tobias Carlisle: Right. Your first position, was that … would you characterize that as an activist position, or when did the activist philosophy and strategy develop? How did that occur? … Read More

In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about why Josh Wolfe Is On A Line Between Sci-Fi And Sci-Fact. Here’s an excerpt from the episode: Tobias Carlisle: No, I like talking to people about… I like all that futurist stuff. I love science … Read More

 During his recent interview with Tobias, Jeff Gramm discussed How To Successfully Invest In Small & Micro Caps. Here’s an excerpt from the interview: Tobias Carlisle: Right. What about The Joint? That’s a name that lots of folks who trade in micro caps will know. Jeff Gramm: Yeah. You know, … Read More

In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about Coronavirus: Markets In Turmoil! Here’s an excerpt from the episode: Bill Brewster: With respect to how long Coronavirus goes on, I think you… I think it might be Q4 man. I think we might be … Read More

In this episode of The Acquirer’s Podcast Tobias chats with Jeff Gramm, Founder of Bandera Partners and author of Dear Chairman. During the interview Jeff provided some great insights into: Dear Chairman & Ross Perot’s Campaign To Fix GM’s Broken Culture How To Successfully Invest In Small & Micro Caps So … Read More

In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about Cliff Asness (vale) – Never Has a Venial Sin Been Punished So Quickly and Violently! Here’s an excerpt from the episode: Tobias Carlisle: We’re in the second day of a big sell off, just so everybody … Read More

In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Cliff Asness – Never Has a Venial Sin Been Punished This Quickly and Violently! When Will We See The True Impact Of The Coronavirus On Markets Learning From The Future After Visiting Google Josh Wolfe … Read More

In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss why it’s so difficult for companies to maintain their economic moat. Here’s an excerpt from the episode: Tobias Carlisle: Jake you heard that somebody asked about the paper that we were talking about last week where … Read More

During his recent interview with Tobias, Michael Green, Partner and Chief Strategist at logicafunds discussed his thesis on the risk to the market from passive investing. Here’s an excerpt from the interview: Michael Green: Yeah, I mean, I think the core of the observation with passive, what we absolutely know … Read More

In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss lessons learnt from attendance at the DJCO Annual Meeting, and its transition from publishing to SaaS. Here’s an excerpt from the episode: Jake Taylor: I thought we’d just do some riffing on the daily journal meeting … Read More

In this episode of The Acquirer’s Podcast Tobias chats with Michael Green. He is a Partner and Chief Strategist at logicafunds. Michael is a regular guest on Real Vision and his proprietary research into the shift from actively managed portfolios and investment funds to systematic passive investment strategies has been … Read More

In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss some reasons why Warren Buffett may be buying S&P 500 ETF’s. Here’s an excerpt from the episode: Tobias Carlisle: Lets get on the… So first topic off the bat today, everybody’s gone through the latest 13F … Read More

During his recent interview with Tobias, Mark Simpson, author of Excellent Investing: How to Build a Winning Portfolio, and manager of Danger Capital, discussed the two big advantages for the individual investor. Here’s an excerpt from the interview: Mark Simpson: And I think there’s probably two advantages or probably only … Read More

Summary In this episode of the VALUE: After Hours Podcast, The Three Amigos Of Investing Taylor, Brewster, and Carlisle chat about: Why Is Warren Buffett Buying S&P 500 EFT’s? Daily Journal Corp Meeting Notes 2020 Ian Cassel – Will Berkshire & DJ Corp Annual Meetings Become Ghost Towns Without Buffett … Read More

During his recent interview with Tobias, Mark Simpson, author of Excellent Investing: How to Build a Winning Portfolio, and manager of Danger Capital, discussed How To Avoid Investment Fads, Frauds And Failures. Here’s an excerpt from the interview: Tobias Carlisle: Oh, yeah. It’s out of my hands. So I’ve already … Read More

 In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Capital Spectator’s – 700-Year Decline In Interest Rates. Here’s an excerpt from the episode: Tobias Carlisle: Well, I like those points. I think we’ve got to move on just for time. My topic, Capital Spectator … Read More

During his recent interview with Tobias, Mark Simpson, author of Excellent Investing: How to Build a Winning Portfolio, and manager of Danger Capital, discussed Behavioral Biases And How To Overcome Them. Here’s an excerpt from the interview: Tobias Carlisle: It’s very difficult because Ian Cassel, who we were talking about … Read More

In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Marathon Asset Management and Capital Account. Here’s an excerpt from the episode: Bill Brewster: I’m going to slip my topic in here real quick because it’s a long conversation. And Jake’s got to go. But like … Read More

In this episode of The Acquirer’s Podcast Tobias chats with Mark Simpson. He’s the author of Excellent Investing: How to Build a Winning Portfolio, and the manager of Danger Capital. During the interview Mark provided some great insights into: The Two Big Advantages For The Individual Investor Which Is The … Read More