Tag Archive

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed $UAL Secures A $5 Billion Loan Using Its Frequent Flyer Miles. Here’s an excerpt from the episode: Bill: I’m going to steal the next segment because I actually think this is an interesting– I think … Read More

During his recent interview with Tobias, Paul Andreola, Founder and Editor at Small Cap Discoveries discussed Finding Multi-Baggers In Micro-Cap Stocks. Here’s an excerpt from the interview: Tobias: It happened like more than a decade ago now, but it’s been a long time between drinks with deep value guys. Tell me a little … Read More

In this episode of The Acquirers Podcast Tobias chats with Paul Andreola, Founder and Editor at Small Cap Discoveries, and he’s currently ranked number one in the MicroCapClub. During the interview Paul provided some great insights into: Finding Multi-Baggers In Micro-Cap Stocks Successfully Investing Using William O’Neil’s CAN SLIM® Investing … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Ghost Town Economics. Here’s an excerpt from the episode: Jake: This one is a little town called Bodie, California, B-O-D-I-E. A couple summers ago, I took the family on a little RV trip and we … Read More

In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Ghost Town Economics The Problem With $UAL Securing A New $5 Billion Loan Using Its Frequent Flyer Program Do Fundamentals Matter? Is Value Dead Because Of Winner-Take-All Industries The Facebook Boycott And Virtue Signalling Physical … Read More

During his recent interview with Tobias, Cliff Asness, Co-Founder of AQR discussed A Correlation Between Value Investing And Interest Rates. Here’s an excerpt from the interview: Tobias: Last question, and it’s in relation to the value and rates paper. This is a prevailing narrative that one of the reasons that value is not … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed How Would A Young Warren Buffett Invest Today? Here’s an excerpt from the episode: Tobias: Got a good question. Got a Superchat. So, the question was, Buffett gets a million dollars. What does Buffett do to … Read More

During his recent interview with Tobias, Cliff Asness, Co-Founder of AQR discussed Does Price-To-Book Still Work? Here’s an excerpt from the interview: Tobias: I wonder if I could just take you through, from your colleague’s paper Israel, Lawson, and Richardson. They identify five of these arguments and then they deal with each one … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed how Munger’s FOMO Moment Made Him Millions. Here’s an excerpt from the episode: Tobias: So, I got a question, bit personal to me. But if I had to write Deep Value today, would I add … Read More

During his recent interview with Tobias, Cliff Asness, Co-Founder of AQR discussed Do Fundamentals Still Matter? Here’s an excerpt from the interview: Tobias: That’s a good segue into– one of the questions that they ask is, do fundamentals still matter? They have a very interesting approach to assessing that– create this look– it’s … Read More

 During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed lessons learned from William Bernstein’s Book – Deep Risk: How History Informs Portfolio Design. Here’s an excerpt from the episode: Jake: All right. This week, I’m going to be talking about this neat little … Read More

In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Bernstein’s Deep Risk: How History Informs Portfolio Design Great Opportunities Today For Deep Value Investors Munger’s FOMO Moment Made Him Millions How Would A Young Warren Buffett Invest Today? Bill’s Robinhood Follow Up Comparing This … Read More

During his recent interview with Tobias, Partha Mohanram, a Professor of Accounting and John H. Watson Chair in Value Investing at The University of Toronto discussed How Share-Based Compensation Lowers Returns. Here’s an excerpt from the interview: Tobias: One of your papers that I discovered it after you got in contact with me, … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Treacherous Markets. Here’s an excerpt from the episode: Tobias: So, I just been really enjoying watching Davey Day Trader on the Twitter machine and everything else. Clearly, there are lots of folks following him and … Read More

During his recent interview with Tobias, Partha Mohanram, a Professor of Accounting and John H. Watson Chair in Value Investing at The University of Toronto discussed how The Efficacy Of Fundamental Analysis Has Declined. Here’s an excerpt from the interview: Tobias: That was one of the things that I wanted to talk to … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed dark matter, and why it’s important to investors. Here’s an excerpt from the episode: Jake: Bill, focus right now. 18% of the matter based on mass in the universe is visible to us and the … Read More

During his recent interview with Tobias, Partha Mohanram, a Professor of Accounting and John H. Watson Chair in Value Investing at The University of Toronto discussed Picking Winners From Losers Using The G-Score. Here’s an excerpt from the interview: Tobias: Well, your name was brought to my attention by the Practical Quant, … Read More

In this episode of The Acquirer’s Podcast Tobias chats with Partha Mohanram, a Professor of Accounting and John H. Watson Chair in Value Investing at The University of Toronto. During the interview Partha provided some great insights into: Picking Winners From Losers Using The G-Score The TJ Maxx School Of … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed why Investors Should Be Very Wary Of Financial Market Commentary. Here’s an excerpt from the episode: Bill: Last week, I had talked about TransDigm and easy questions at the bottom, or at lower prices I … Read More

In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Investors Should Be Very Wary Of Financial Market Commentary Dark Matter Treacherous Markets Most Investors Know Very Little About What’s Actually Happening Inside A Company TransDigm’s 4000% Gross Margins The First Thing To Check In … Read More