Tag Archive

During his recent interview with Tobias, Mark Yusko of Morgan Creek Capital Management discusses how he turned $100,000 into $20 Million in one trade. Here’s an excerpt from the interview: Tobias Carlisle: Let me take you back a little bit. So you start at UNC Chapel Hill 1998, you have … Read More

During his recent interview with Tobias, Mark Yusko of Morgan Creek Capital Management discusses one of the most important lessons he learned from Julian Robertson – double up, not down! Here’s an excerpt from the interview: Mark Yusko: I’ve been very lucky. It’s interesting, I’ve been incredibly blessed in my … Read More

https://www.youtube.com/watch?v=BbIoaAKJCE4?start=706 During his recent interview with Tobias, Mark Yusko of Morgan Creek Capital Management discusses how the endowment model (of investing) works. Here’s an excerpt from the interview: Tobias Carlisle: Just before you go on, what is the endowment model, that’s the … what is the insight, the key insight, … Read More

Summary In this episode of The Acquirer’s Podcast Tobias chats with Mark Yusko. He’s the Founder, CEO, and Chief Investment Officer of Morgan Creek Capital Management, an asset manager with $2 billion under management. During the interview Mark provided some great insights into: Before Fama And French There Was Bill … Read More

https://www.youtube.com/watch?v=N7AkXLYu6Vo?start=1742 During his recent interview with Tobias, Vitaliy Katsenelson, author and CEO of Investment Management Associates discusses the new book he’s working on – The Intellectual Investor – The Intelligent Investor, Plus Creativity. Here’s an excerpt from the interview: Tobias Carlisle: You’re working on a new book, The Intellectual Investor. Do you … Read More

https://www.youtube.com/watch?v=N7AkXLYu6Vo?start=1130 During his recent interview with Tobias, Vitaliy Katsenelson, author and CEO of Investment Management Associates discusses his tablecloth to napkin financial analysis model. Here’s an excerpt from the interview: Tobias Carlisle: So I think that sometimes value investors kind of poo-poo the growth at a reasonable price, but I … Read More

https://www.youtube.com/watch?v=N7AkXLYu6Vo?start=653 During his recent interview with Tobias, Vitaliy Katsenelson, author and CEO of Investment Management Associates discusses G.A.U.P – growth at an unreasonable price. Here’s an excerpt from the interview: Tobias Carlisle: What’s the difference between a growth at a reasonable price investor, and a Buffett style franchise, DCF style … Read More

Summary In this episode of The Acquirer’s Podcast Tobias chats with Vitaliy Katsenelson. He’s the CEO of Investment Management Associates, and the author of two books Active Value Investing and The Little Book of Sideways Markets. During the interview Vitaliy provided some great insights into: Before I Got Into Investing, I Thought … Read More

https://www.youtube.com/watch?v=1g84ApvFwRc?start=2255 During his recent interview with Tobias, the man behind the pseudonymous Twitter account, Bluegrass Capital discusses how he screens for potential opportunities, using other smart investors 13F’s. Here’s an excerpt from the interview: Tobias Carlisle: How do you find the companies that you like to invest in? What’s the … Read More

https://www.youtube.com/watch?v=1g84ApvFwRc?start=283 During his recent interview with Tobias, the man behind the pseudonymous Twitter account, Bluegrass Capital explains the importance of understanding the customer value proposition, when analysing potential investment opportunities. Here’s an excerpt from the interview: Tobias Carlisle: Okay. So you very kindly sent through a little bit about your … Read More

https://www.youtube.com/watch?v=1g84ApvFwRc?start=95 During his recent interview with Tobias, the man behind the pseudonymous Twitter account, Bluegrass Capital discusses how unit economics provide an alternative method for valuing companies today. Here’s an excerpt from the interview: Tobias Carlisle: Well, that’s very kind. I heard your podcast with Ryan Reeves and he had … Read More

Summary In this episode of The Acquirer’s Podcast Tobias chats with the man behind the pseudonymous Twitter account, Bluegrass Capital. During the interview Bluegrass provided some great insights into: Unit Economics – A Alternative Method For Valuing Companies Today The First Question To Ask When Analysing Opportunities – What Is … Read More

https://www.youtube.com/watch?v=XNwhabhyi7o?start=2497 During their recent interview with Tobias, Sean Stannard-Stockton and Todd Wenning of Ensemble Capital discuss why the Ferrari brand makes it the ultimate idiosyncratic business. Here’s an excerpt from the interview: Tobias Carlisle: The second position that you have listed is Ferrari. So Todd, do you want to take … Read More

https://www.youtube.com/watch?v=XNwhabhyi7o?start=777 During their recent interview with Tobias, Sean Stannard-Stockton and Todd Wenning of Ensemble Capital discuss the three things that investors should target in a potential investment. Here’s an excerpt from the interview: Tobias Carlisle: What would you say is your ideal target? Sean Stannard-Stockton: Todd, why don’t you take a … Read More

https://www.youtube.com/watch?v=XNwhabhyi7o?start=169 During their recent interview with Tobias, Sean Stannard-Stockton and Todd Wenning of Ensemble Capital explain why investors should focus on idiosyncratic businesses to generate outsized returns. Here’s an excerpt from the interview: Tobias Carlisle: Yeah, it’s a good place to be. I agree with you that you want to … Read More

Summary In this episode of The Acquirer’s Podcast Tobias chats with Sean Stannard-Stockton and Todd Wenning of Ensemble Capital. The firm has a very traditional buffet style, highly concentrated high conviction, high quality investment strategy. During the interview Sean and Todd provided some great insights into: Why Investors Should Consider Idiosyncratic Businesses … Read More

During his recent interview with Tobias, Marcelo Lima, managing member of Heller House, discusses cloud computing as the next big adoption curve, and the opportunities that it provides for investors. Here’s an excerpt from the interview: Tobias Carlisle: So I love the description that you’ve given. How does it show … Read More

During his recent interview with Tobias, Marcelo Lima, managing member of Heller House, discusses the email that Jeff Raikes sent to Warren Buffett, advising him to invest in Microsoft when it was less than $20, which he declined. Here’s an excerpt from the interview: Tobias Carlisle: How would you characterize … Read More

During his recent interview with Tobias, Marcelo Lima, managing member of Heller House, discusses whether software-as-a-service has changed value investing from what Warren Buffett had traditionally done? Here’s an excerpt from the interview: Tobias Carlisle: How do you make the leap to value investment from there? Marcelo Lima: Yeah, great … Read More

Summary In this episode of The Acquirer’s Podcast Tobias chats with Marcelo Lima. He is the managing member of Heller House, who follow the time-tested strategies of Graham, Dodd and Buffett; invest with a considerable margin of safety in easily understandable, sustainable businesses. During the interview Marcelo provided some great … Read More