In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Zeke Ashton discuss: The Post-Value Era and Buffett’s Legacy The Four Controllables in Investing Selling, Round-Trips, and Behavioral Tactics Margin of Safety vs Momentum Narratives, Flows, and Broken Markets Mispriced Small-Caps and Market Structure Patience, Repricing, and … Read More
John Rogers & Mario Gabelli on Buffett’s Playbook, Small Caps, and Moats
In a market increasingly driven by quarterly headlines, momentum trades, and algorithmic noise, Mario Gabelli and John Rogers are still putting their faith in time, discipline, and deep research. Speaking at the recent Gabelli Omaha Value Investor Conference, the two icons didn’t just honor Warren Buffett—they laid out a clear … Read More
How Warren Buffett Found 50% Returns – And Why You Still Can
Warren Buffett’s investment track record is legendary, but what’s even more remarkable is how consistent his core philosophy has remained over the decades. At a University of Kansas Q&A in 2005, Buffett shared insights that are as relevant today as they were in his early investing days. Reflecting on his … Read More
Lack of Institutional Coverage Creates Opportunities
During their recent episode, Taylor, Carlisle, and Gwen Hofmeyr discussed Lack of Institutional Coverage Creates Opportunities. Here’s an excerpt from the episode: Gwen: Yeah. And so, there’s an extremely valuable asset there, but there’s no institutional coverage of the company. And so, the market has never that I’ve observed– I … Read More
The Best Returns Can Be Found In Small Illiquid Value Stocks
https://www.youtube.com/watch?v=gJoyXVvvbdc?start=1786 During his recent interview with Tobias, Tim Melvin, who is a 31 year veteran of the financial services industry, discusses how the best returns can be found in small illiquid stocks. Here’s an excerpt from the interview: Tobias Carlisle: A lot of the positions we’ve been discussing so far … Read More