Tag Archive

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Thematic Investing. Here’s an excerpt from the episode: Bill: So, I’ve been spending a lot of time thinking about some of what I perceive to have worked recently, what people missed. I guess that I … Read More

During his recent interview with Tobias, Joe Frankenfield, Portfolio Manager at Saga Partners, discussed $CVNA Disrupting The Used Car Industry. Here’s an excerpt from the interview: Tobias: Let’s talk about Carvana a little bit because that is one that is a little bit more controversial. I don’t follow it closely, but … Read More

In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Thematic Investing Mauboussin And The Rise Of Intangibles UFO Cults – When Prophecy Fails David Gardner – Don’t Sell Stocks Capital Cycle Theory For Software Small Value Is Really Cheap Buffett Caught The Perfect Wave … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Streaming Wars And The Future Of $CMCSA. Here’s an excerpt from the episode: Tobias: What’s your topic segue onto the– Who does this hurt? So, if Netflix and Disney both win, who gets bloodied in … Read More

During his recent interview with Tobias, Joe Frankenfield, Portfolio Manager at Saga Partners, discussed $TTD Trade Desk Inc – Focusing Only On The “Buy Side” Of Online Advertising Demand. Here’s an excerpt from the interview: Tobias: Do you want to talk about a few names that you have in the portfolio? … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Loeb’s Mickey Mouse Activism $DIS. Here’s an excerpt from the episode: Tobias: All right, let’s talk a little bit about Disney. Dan Loeb, fearsome activist, used to write the nasty letters, as we’ve discussed previously, … Read More

 During his recent interview with Tobias, Joe Frankenfield, Portfolio Manager at Saga Partners, discussed Catching Compounders’ Inflection Point. Here’s an excerpt from the interview: Tobias: Well, let’s talk a little bit about the strategy. So, I read through your papers, would it be fair to say you’re looking for high-quality … Read More

In this episode of The Acquirers Podcast Tobias chats with Joe Frankenfield, Portfolio Manager at Saga Partners. During the interview Joe provided some great insights into: Catching Compounders On Their Inflection Point Post IPO $TTD Focusing Only On The “Buy Side” Of Online Advertising Demand $CVNA Disrupting The Used Car … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Sushi Roll Economics. Here’s an excerpt from the episode: Jake: That’s right. So, anyway, take it for what it’s worth, but as a rebuttal to that podcast, which I’m not going to name specifically, is … Read More

During his recent interview with Tobias, Matthew Sweeney, Managing Partner at Laughing Water Capital, discussed Validating Ideas With A Red Team. Here’s an excerpt from the interview: Tobias: So, that’s some discussion there about how you’re validating the ideas. But are you doing channel checks, speaking to management teams? How do … Read More

In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Sushi Roll Economics Loeb’s Mickey Mouse Activism $DIS Streaming Wars And The Future Of $CMCSA Ethical Investing Income Or Growth Stocks Fading ESG Returns Pabrai Concentrated Investing Growing Business, Stagnant Share Price Distributors vs Content … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Absolute Versus Relative Value. Here’s an excerpt from the episode: Jake: So, the quote number two is even a little bit more elaboration on that last part. “The first thing a gambler has to do … Read More

During his recent interview with Tobias, Matthew Sweeney, Managing Partner at Laughing Water Capital, discussed Focusing On Economic Drivers Instead Of Forward Earnings. Here’s an excerpt from the interview: Matt: It’s really just continuing to sift through the world and find interesting things and be aware that situations pop up every … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Puggy Pearson’s Portfolio. Here’s an excerpt from the episode: Jake: All right, let’s do it. So, hat tip to my boy, Mike McCoy for, I think originally introducing me to Puggy Pearson. Here’s this guy … Read More

During his recent interview with Tobias, Matthew Sweeney, Managing Partner at Laughing Water Capital, discussed The Value Spectrum. Here’s an excerpt from the interview: Tobias: Let’s take a step back and talk a little bit about your philosophy. So, we know that it’s a value-based philosophy. You’re currently focused in small … Read More

In this episode of The Acquirers Podcast Tobias chats with Matthew Sweeney, Managing Partner at Laughing Water Capital. During the interview Matthew provided some great insights into: The Value Spectrum Focus On Economic Drivers Instead Of Forward Earnings Validate Your Ideas With A Red Team Finding Opportunities Using Keyword Search … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Inflation And Value. Here’s an excerpt from the episode: Tobias: Yeah, I’ll take a shot at it. So, we’ve had this massive crash. We’ve been printing pretty hard, globally, the central banks, Bank of Japan, … Read More

In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Inflation And Value Puggy Pearson’s Portfolio The Definition Of Value Absolute Versus Relative Returns Aerospace And $SPR Dividends Versus Buy-Backs Wonderful Companies At Wonderful Prices Big Opportunities In Small Value How Inflation Swindles the Equity … Read More

During his recent interview with Tobias, David Horn, Adjunct Professor of Applied Value Investing at Columbia Business School, discussed Should Michael Burry Have Been Fired?. Here’s an excerpt from the interview: David: But it doesn’t mean it’s not frustrating. It also comes back to time horizon, it comes back to … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Allergic To Hype. Here’s an excerpt from the episode: Bill: There’s something that you said reminded me and I had been noodling on this lately. I have a visceral aversion to things that people love. … Read More