VALUE: After Hours (S03 E01): GMO’s Last Dance, Challenger “O” Ring And Internet-Scale Businesses

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In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: GMO’s Last Dance The Challenger “O” Ring Disaster Internet Scale Businesses How To Build Out Your Circle Of Competence How To Quantify The Quality Of Management Carlota Perez’s Technological Revolutions James Surowiecki – The Wisdom … Read More

$DBX And That #2 Idea

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During his recent interview with Tobias, Andrew Walker, Portfolio Manager at Rangeley Capital discussed $DBX And That #2 Idea. Here’s an excerpt from the interview: Tobias: How well do you know Dropbox? Andrew: Very well. Tobias: Do you want to give us the Dropbox thesis because it looks it’s transitioned from … Read More

Why #neversell Is Cyclical

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During his recent interview with Tobias, Andrew Walker, Portfolio Manager at Rangeley Capital discussed Why #neversell Is Cyclical. Here’s an excerpt from the interview: Tobias: Where do you fall on never sell or selling as a value guy? What’s the process? Andrew: I think you sell, but you sell– I’m not … Read More

(Ep.97) The Acquirers Podcast: Andrew Walker – Special Ops: SPACS, Dropbox, Transitioning From Small And Micro Deep Value To Compounders

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In this episode of The Acquirers Podcast Tobias chats with Andrew Walker, Portfolio Manager at Rangeley Capital. During the interview Andrew provided some great insights into: Great Opportunities In SPACs Why #neversell Is Cyclical $DBX And That #2 Idea History Rhymes: $FB attacks $MTCH / $ANGI $IAC & $MTCH Special … Read More

Opportunities In SPACs

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 During his recent interview with Tobias, Andrew Walker, Portfolio Manager at Rangeley Capital discussed Opportunities In SPACs. Here’s an excerpt from the interview: Tobias: When I first encountered SPACs was probably a little bit more than a decade ago, when the way that you played SPACs was you found the … Read More

The Future For Value Investing

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During his recent interview with Tobias, Andrew Wellington, Co-Founder and Managing Partner at Lyrical Asset Management discussed The Future For Value Investing. Here’s an excerpt from the interview: Tobias: You’re a deep-value guy in the mid-cap space. It’s been a mixed bag for deep value and for value in the States … Read More

Is $TWTR Mr Market?

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During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Is $TWTR Mr Market?. Here’s an excerpt from the episode: Jake: This is a good question to follow up. Is Twitter Mr. Market or not? Bill: Oh, yeah. I don’t know, man. Kind of, I … Read More

Never Rebalance & Rarely Trim

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 During his recent interview with Tobias, Andrew Wellington, Co-Founder and Managing Partner at Lyrical Asset Management discussed Never Rebalance & Rarely Trim. Here’s an excerpt from the interview: Tobias: Okay, that makes sense. You’ve got a position in the portfolio, it grows pretty rapidly relative to the rest of the … Read More

Analyzability – Triaging Your Best Ideas

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During his recent interview with Tobias, Andrew Wellington, Co-Founder and Managing Partner at Lyrical Asset Management discussed Analyzability – Triaging Your Best Ideas. Here’s an excerpt from the interview: Andrew: It’s iterative process. I like to do triage. There’s some things that look good on the screen. After a little bit … Read More

(Ep.96) The Acquirers Podcast: Andrew Wellington – Lyrical Value: Deep Value, Quality, Analyzability, And Value Traps

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In this episode of The Acquirers Podcast Tobias chats with Andrew Wellington, Co-Founder and Managing Partner at Lyrical Asset Management. During the interview Andrew provided some great insights into: Analyzability – Triaging Your Best Ideas Never Rebalance & Rarely Trim! The Future For Value Investing How To Truly Diversify Your … Read More

Baby Carrots-Zugzwang

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During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Baby Carrots-Zugzwang. Here’s an excerpt from the episode: Jake: With the popularity of the Queen’s Gambit and chess apparently is all the rage right now, I thought it’d be fun to take a concept out … Read More

Stock Market Operators

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During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Stock Market Operators. Here’s an excerpt from the episode: Bill: I don’t know. Something that you said that when we talked that, you wanted to be more of like an industrialist investor and not as … Read More

Best Of 2020 – The Acquirers Podcast: Chris Mittleman – Severe Value, Mittleman Brothers, Aimia, And Two Decades Of Value

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As part of our ‘Best of 2020 Acquirers Podcast Series’, earlier this year Tobias had a great interview 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 … Read More

Best Of 2020 – The Acquirers Podcast: Tweedy Browne – Long Term, Celebrating The 100-Year Anniversary Of One Of The Most Storied Names In Value

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As part of our ‘Best of 2020 Acquirers Podcast Series’, earlier this year Tobias had a great interview with five members of the legendary value firm Tweedy Browne. These include Roger R. de Bree, Frank H. Hawrylak, Jay Hill, Thomas H. Shrager, and Robert Q. Wyckoff, Jr. These members of the … Read More

Treasure Hunting

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During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Treasure Hunting. Here’s an excerpt from the episode: Jake: Anyway, all right. Our story starts with a Silver Star Vietnam air combat veteran. Retires from the Air Force, moves to New Mexico and starts this … Read More

VALUE: After Hours (S02 E50): Treasure Hunting, Invincible Industrialists, And Stock Market Operators

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In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Treasure Hunting Invincible Industrialists Stock Market Operators Valuing $SHOP $LSYN’s Share Count Reduction Looking For Vulnerabilities Asking Munger A Question Buying LEAPS Sun Tzu, Buffett & Boyd Buying Into Fast Growth Retrospective Valuation No Man … Read More

$ZM Fatigue & Growth Forecasts

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During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed $ZM Fatigue & Growth Forecasts. Here’s an excerpt from the episode: Bill: Here’s what I don’t understand on Zoom. Okay. You’ve got huge growth this year, huge. 262%, okay, to $2 billion, we’re trading in … Read More