Tag Archive

During his recent interview with Tobias, Scott Jackson, CIO at Ravenwood Capital Management discussed how he uses Mauboussin’s BAIT Strategy To Land Winners. Here’s an excerpt from the interview: Tobias: So, I see, you’ve got this BAIT framework, do you want to walk us through the BAIT framework? Scott: Yeah. … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Buy Now, Pay Later QVC & HSN $QRTEA. Here’s an excerpt from the episode: Bill: Yeah. So, in case you don’t think QVC is bad enough to own, why don’t we heap leverage on it. … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Dan Loeb on his strategy $TPOU. Here’s an excerpt from the episode: Toby: I’m excited about Loeb. I haven’t really followed him that closely for a while, but I’m a huge fan because Dan used … Read More

In this episode of The Acquirers Podcast Tobias chats with Brian Bares. He’s the Founder of Bares Capital Management and author of The Small-Cap Advantage. During the interview Brian provided some great insights into: Your Variant Perception To The Market DCF Is The Least Reliable And Accurate Part Of Any … Read More

In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: The Disconnect Between The Stock Market And The Real Ecomomy Cantillon Trillions US Airline Recovery May Not Happen Any Time Soon Undervalued $WFC Poised For Turnaround Structural Dynamics How To Size Into Positions Australian Entrepreneur’s … Read More

During his recent interview with Tobias, Chris Mittleman, Founder of Mittleman Brothers discussed Bottom Fishing Carl Icahn. Here’s an excerpt from the interview: Chris: I remember when I first bought into American Real Estate Partners, which is now known as Icahn Enterprises, IEP. It was called American Real Estate Partners, the … Read More

During his recent interview with Tobias, Chris Mittleman, Founder of Mittleman Brothers discussed The Time Berkshire’s Share Price Dropped 50%. Here’s an excerpt from the interview: Tobias: Just one of the things that I noticed in your note, the most recent one. You talked about Buffett when he got control of … Read More

In this episode of The Acquirers Podcast Tobias chats with Chris Mittleman. He’s the CIO, founder of Mittleman Brothers. During the interview Chris provided some great insights into: How Aimia Reinvented Itself As An Investment Company The Time Berkshire’s Share Price Dropped Almost 50% Bottom Fishing Carl Icahn Buffett’s Genius … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Warren Buffett’s $800 Million Bet On $BAC. Here’s an excerpt from the episode: Tobias: This is slightly off-topic, but every time I say that, Buffett’s got– Bill’s article came out with Buffett’s got the best– … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed 195 Years of Value. Here’s an excerpt from the episode: Tobias: For me, it’s helpful to go back and look at those. I like running through backtests and I go through them in pretty granular … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Stoicism for Value Investors. Here’s an excerpt from the episode: Jake: I am doing, how to invest like a stoic. What’s amazing about it is that, like you said, these guys were mostly from 2000 … Read More

In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Stoicism for Value Investors 195 Years of Value Fade $SBUX Bill Brewster’s Business Insider Article On Warren Buffett’s $800 Million Bet On $BAC Kodak Shares Rise More Than 1,000% On Covid Drug Loan Deal Is … Read More

During his recent interview with Tobias, Mikhail Samonov, Founder and CEO of Two Centuries Investments discussed why Value Has A Long History Of Never-Ending Drawdowns And Tiny Intervals Of Outperformance. Here’s an excerpt from the interview: Tobias: Yeah, it’s absolutely fascinating. I just wanted to get your comment on that. Finally, you … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Quants Should Move On From Value. Here’s an excerpt from the episode: Tobias: I don’t have a particularly long topic here. I’ve just noticed there’s quite a few death of value type articles around which does … Read More

During his recent interview with Tobias, Mikhail Samonov, Founder and CEO of Two Centuries Investments discussed why Studying Historical Markets Makes You A More Resilient Investor. Here’s an excerpt from the interview: Tobias: There’s a few philosophical questions. Why use a very long time period to– What does that give you? Mikhail: … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed ROIC, Returns, And Nose-Bleed Valuations. Here’s an excerpt from the episode: Bill: This is probably a reasonable time to do the ROIC and return comments. Tobias: Yeah. Bill: Look, we have gone too far with this discussion. I … Read More

During his recent interview with Tobias, Mikhail Samonov, Founder and CEO of Two Centuries Investments discussed Should Value Investors Double Down?. Here’s an excerpt from the interview: Tobias: So, the last thing that you discuss in that paper, you say that there are a number of reasons why people think … Read More

In this episode of The Acquirers Podcast Tobias chats with Mikhail Samonov. He’s the Founder and CEO of Two Centuries Investments, and has extended the value backtest all the way back to 1825. During the interview Mikhail provided some great insights into: Value Investors Should Double Down Studying Historical Markets … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Asimov’s Foundation. Here’s an excerpt from the episode: Jake: All right. Let’s jump into it. I’m going to start off with a quote from Isaac Asimov. He says, “The individual molecules of a gas move … Read More

MOI recently released its yet to be named podcast hosted by John Mihaljevic and featuring Chris Bloomstran, Phil Ordway, and Elliot Turner. Turns out the inspiration for this new podcast was the Value After Hours Podcast featuring our very own Tobias Carlisle, Bill Brewster, and Jake Taylor. Here’s an excerpt … Read More