Tag Archive

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

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

During this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss how the entire stock market is currently loaded to one side of the boat, and what that might mean for the future: Tobias Carlisle: I think that’s a good segue to, actually, this was what … Read More

During his recent interview with Tobias, Steven Kiel of Arquitos Capital discusses how S1 and S3 filings provide a great source for investment opportunities. Here’s an excerpt from the interview: Tobias Carlisle: Well, let’s go back to Arquitos, how are you finding your ideas there? You say you don’t screen, … Read More

During his recent interview with Tobias, Steven Kiel of Arquitos Capital discusses special situation investing and ‘transition companies’. Here’s an excerpt from the interview: Tobias Carlisle: So, Arquitos, that’s your fund you’ve been running since 2012, it’s returned 16.9% after fees, and it says in the document that you sent … Read More

During this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss how you know when you’re ready to start your own fund and run outside capital: Tobias Carlisle: I forget which movie it is, but they talk about the American businessmen, they make these great leaps … Read More

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

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

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

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

During his recent interview with Tobias, Gregory Zuckerman, author of The Man Who Solved the Market, discussed how being too big in investing leads to under-performance. Here’s an excerpt from the interview: Tobias Carlisle: You pose some great questions at the start of the book and I’m interested to know … Read More

During this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss the investing version of Marry, F#&%, Kill – Buy, Trade, Short: Jake Taylor: Well, in the name of the holidays, I thought it’d be fun to play a game. There’s this kind of fun game … Read More

During this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Michael Green’s Thesis On The Rise Of Passive Investing Causing A Melt-Down: Tobias Carlisle: Alright. Let’s do my topic, which is Michael Green who has previously been at Thiel Capital. I’m not sure where he … Read More

Summary In this episode of The Acquirer’s Podcast Tobias chats with Gregory Zuckerman. He’s a journalist at the Wall Street Journal. He’s written several fantastic books. His most recent one is The Man Who Solved the Market, which is about Jim Simons and Renaissance. During the interview Greg provided some … Read More

During his recent interview with Tobias, Gregory Zuckerman, author of The Man Who Solved the Market, discussed what makes Rentech more successful than other investing firms. Here’s an excerpt from the interview: Greg Zuckerman: Yes. But, let’s also remember that the bulk of the signals are developed by his colleagues … Read More

Summary In this episode of The Acquirer’s Podcast Tobias chats with Jose Ivan Garcia. He’s the founder and one of the partners in Zona Value. During the interview Ivan provided some great insights into: Back-Testing The Performance Of The Magic Formula And The Acquirer’s Multiple Paco Paramés – The European … Read More

 Summary In this episode of The Acquirer’s Podcast Tobias chats with David Trainer, Founder and CEO of New Constructs. Companies use adjustments and accounting shenanigans to manage or manipulate their earnings often to disguise the true economic picture of what’s occurring in the company. New Constructs unpack those distortions … Read More

Summary In this holiday special of The Acquirer’s Podcast Tobias chats with Tim Kohn. He’s eKohnomics on Twitter, Fintwit’s dumb football player, and was drafted in 1997, in the 3rd round, to the Oakland Raiders. During the interview Tim discussed: Warren Buffett Of The NFL Locker Room Coconut Risk And How … Read More

If you’ve got some free time over Christmas and you’d like to listen to some great investing podcasts, Tobias and I have compiled a list of the top 10 Acquirers Podcasts for 2019: Big Decisions: Michael Mauboussin talks luck, skill, success, risk, mean reversion, and the base rate Intelligent Fanatic: … Read More

 Summary In this episode of The Acquirer’s Podcast Tobias chats with Sean Brown, the President and CEO of YCharts. YCharts is a cloud based investment research tool. During the interview Sean provided some great insights into: YCharts – The Swiss Army Knife Of Investment Research How A Corporate Crisis … Read More