Tag Archive

During his recent interview with Tobias, Michael Girdley, Executive Chairman at Dura Software discussed Finding A ‘Cusper’ To Run Your Acquisition. Here’s an excerpt from the interview: Michael: Yeah. Our model is actually– we look for a very specific type of person, so we look for a man or woman that we call … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Bankruptcy Gamblers. Here’s an excerpt from the episode: Tobias: It’s just the market is full of gamble at the moment. I doubt that most people who are buying that even know that it’s in bankruptcy. … Read More

During his recent interview with Tobias, Michael Girdley, Executive Chairman at Dura Software discussed his Playbook – System of Systems for Business and Startup Management for Companies with <50 Employees. Here’s an excerpt from the interview: Tobias: That’s kind of interesting. Often you find these things, they’ve got to the peak of some … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed The Right Size II. Here’s an excerpt from the episode: Jake: Alright are we ready for some veggies to part two of on being the right size, Bill. Jake: Last week, we talked about how … Read More

During his recent interview with Tobias, Michael Girdley, Executive Chairman at Dura Software discussed Finding Opportunities In Horizontally Focused Hyper-Niche Software Businesses. In the context of identifying niche software businesses, the significance of specialized tools like project forecasting and estimating solutions cannot be overstated. Michael Girdley’s insights underscore the importance of … Read More

In this episode of The Acquirer’s Podcast Tobias chats with Michael Girdley, Executive Chairman at Dura Software, a firm that specializes in acquiring hyper-niche software businesses. During the interview Michael provided some great insights into: Finding Opportunities In Horizontally Focused Hyper-Niche Software Businesses The Playbook – System of Systems for … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Price Drives Diligence. Here’s an excerpt from the episode: Bill: Yeah, I can do it. I guess the security that resides in my portfolio that is both the biggest and is most on my mind … Read More

During his recent interview with Tobias, Maj Soueidan, President and Co-Founder at Geoinvesting discussed Momentum Investing. Here’s an excerpt from the interview: Maj: I got off track, I’m sorry. I think we are at a point now where it’s– the smart money is starting to find these companies, and the retail investors are … Read More

In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Price Drives Diligence The Right Size II Bankruptcy Gamblers Why Has The Pendulum Swung So Far Against Concentration? Davey Day Trader Direct Democracy Value Unusually Undervalued Right Now Druck Missed It Again Good Investors Consider … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Opportunities In The Decimated Aerospace Value Chain. Here’s an excerpt from the episode: Bill: I think the aerospace value chain, because it’s super decimated as many of you may know, all 10 of you. I … Read More

During his recent interview with Tobias, Maj Soueidan, President and Co-Founder at Geoinvesting discussed The China Fraud. Here’s an excerpt from the interview: Tobias: Is it just the States? Do you look globally because you’re GeoInvesting? Maj: Yes. When I launched Geo, the intent was to go– we’ll go everywhere and then we … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Being The Right Size In Investing, Competition, And Growth. Here’s an excerpt from the episode: Jake: Yes, it’s veggie time. We’re gonna be talking about an article—or I guess an essay, you would call it, … Read More

During his recent interview with Tobias, Maj Soueidan, President and Co-Founder at Geoinvesting discussed Finding Great Opportunities In Tier One Microcaps. Here’s an excerpt from the interview: Tobias: It’s been a bit of tough time to be a small micro-cap investor. It’s such a beaten-up, bombed-out part of the market at the … Read More

In this episode of The Acquirer’s Podcast Tobias chats with Maj Soueidan, President and Co-Founder at Geoinvesting. During the interview Maj provided some great insights into: Finding Great Opportunities In Tier One Microcaps The China Fraud The Trend Is Your Friend: Momentum Investing How To Make Money With Penny Stocks … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed The Art Of Mastering Investing. Here’s an excerpt from the episode: Tobias : I thought you’re gonna let me gather my thoughts. Well, it’s inspired a little bit by Anthony Jeselnik when he appeared on … Read More

In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: The Art Of Mastering Investing Opportunities In The Decimated Aerospace Value Chain The Right Size In Investing. Competition, And Growth The Market Can Leave The Smartest People Behind What Are Your Chances Of Being A … Read More

During his recent interview with Tobias, John Huber, Managing Partner at Saber Capital Management discussed why Warren Buffett is being so cautious right now. Here’s an excerpt from the interview: Tobias Carlisle: Can I talk to you about a few of the positions that you’ve written about publicly? So Markel and Berkshire. John … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed What Impact Will The Cost To Insure a $TSLA Have On New Sales? Here’s an excerpt from the episode: Bill Brewster: Yes. So first off, let’s start out with my Tesla story that I had … Read More

During his recent interview with Tobias, John Huber, Managing Partner at Saber Capital Management discussed the importance of running a concentrated portfolio, and letting your winners run. Here’s an excerpt from the interview: Tobias Carlisle: And when you find them, how much are you looking to allocate to any given company as a … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed The Importance Of Slack In Life And Investing. Here’s an excerpt from the episode: Jake Taylor: All right, so hat tip first of all to Baker Street Partners for sending this paper over to me … Read More