investing podcast
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VALUE: After Hours (S02 E32): $WFC And Banks, Cantillon Trillions, Structural DynamicsIn 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…
Bottom Fishing Carl IcahnDuring 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 remem…- The Time Berkshire’s Share Price Dropped 50%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 interv…
- (Ep.79) The Acquirers Podcast: Chris Mittleman – Severe Value, Mittleman Brothers, Aimia, And Two Decades Of ValueIn 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 …
Warren Buffett’s $800 Million Bet On $BACDuring 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 epi…- 195 Years of ValueDuring 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, i…
- Stoicism for Value InvestorsDuring 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…
- VALUE: After Hours (S02 E31): Stoicism for Value Investors, 195 Years of Value, and Fade $SBUXIn 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…
Value Has A Long History Of Never-Ending Drawdowns And Tiny Intervals Of OutperformanceDuring 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 …
Quants Should Move On From ValueDuring 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: Tob…- Studying Historical Markets Makes You A More Resilient InvestorDuring his recent interview with Tobias, Mikhail Samonov, Founder and CEO of Two Centuries Investments discussed why Studying Historical Markets Makes You A More Resilient Inves…
- ROIC, Returns, And Nose-Bleed ValuationsDuring 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 epis…
- Should Value Investors Double Down?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 …
- (Ep.78) The Acquirers Podcast: Mikhail Samonov – Two Centuries, Value Backtest To 1825, Excess Returns And Drawdowns From Two Centuries Of ValueIn 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 wa…
- Asimov’s FoundationDuring 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.…
- Value After Hours Podcast Was The Inspiration Behind The New MOI Podcast Featuring Bloomstran, Ordway, And TurnerMOI 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 ne…
Generating Outsized Returns In Japanese Net-NetsDuring his recent interview with Tobias, Nate Tobik, founder of CompleteBankData and author of The Bank Investor’s Handbook discussed Generating Outsized Returns In Japanese Net…
VALUE: After Hours (S02 E30): Asimov’s Foundation, $WFC And Buffett’s Miss, And Blackrock’s Fade ValueIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Asimov’s Foundation ROIC, Returns, And Nose-Bleed Valuations BlackRock Quant Sees S…