Invest Where The Puck Is Going

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In the latest episode of the Acquirers Podcast, Vincent Daniel, Porter Collins, and Tobias Carlisle discuss Invest Where The Puck Is Going. Here’s an excerpt from the episode: Tobias: What about on the long side? What are you looking for in terms of relative strength or momentum when you’re buying? … Read More

Biggest Winners In The New Energy Paradigm

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In the latest episode of the Acquirers Podcast, Vincent Daniel, Porter Collins, and Tobias Carlisle discuss Biggest Winners In The New Energy Paradigm. Here’s an excerpt from the episode: Tobias: If we’re going to be spending a lot on EVs and batteries over the next decades, isn’t that a good … Read More

Here’s Why Tesla’s Margins Don’t Make Sense

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In the latest episode of the Acquirers Podcast, Vincent Daniel, Porter Collins, and Tobias Carlisle discuss Here’s Why Tesla’s Margins Don’t Make Sense. Here’s an excerpt from the episode: Vincent: Look, to be fair, it is. Actually, I spent the time to build over the last month, at least the … Read More

The Big Contrarian Energy Trade

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In the latest episode of the Acquirers Podcast, Vincent Daniel, Porter Collins, and Tobias Carlisle discuss The Big Contrarian Energy Trade. Here’s an excerpt from the episode: Tobias: On the long side, on the more positive side, you still feel quite strongly about energy, because it’s underinvested? Is that like … Read More

A Pace Layer Approach To Investing

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In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss A Pace Layer Approach To Investing. Here’s an excerpt from the episode: Jake: This segment is on pace layering and it comes from this guy, Stewart Brand, who is an author and he’s a thought … Read More

Value Investing In The 70s

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In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Value Investing In The 70s. Here’s an excerpt from the episode: Tobias: I’ve got also US stock market performance by PE ratio on the 70s. So, there’s a reasonable chance that we’re going to look … Read More

When Is The Market Not Expensive?

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In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss When Is The Market Not Expensive?. Here’s an excerpt from the episode: Tobias: The problem is it’s a very mixed bag and probably there’s some things that are getting materially better, because there was a … Read More

David Einhorn Positive About The Future Of Value

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In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss David Einhorn Positive About The Future Of Value. Here’s an excerpt from the episode: Jake: What do you think about Einhorn–? He was talking about how there’s not anyone really left to look at the … Read More

Ten Things That Derail Peter Leyden’s Future

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In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Ten Things That Derail Peter Leyden’s Future. Here’s an excerpt from the episode: Jake: All right. I’m going to bang through these 10 derailers of progress and then we’re going to get to the more … Read More

Chuck Akre On Recouping Bear Market Losses

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In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Chuck Akre On Recouping Bear Market Losses. Here’s an excerpt from the episode: Tobias: This is Akre. He says, “Investors will only recoup bear market losses the same way those losses were incurred by owning … Read More

Peter Leyden – The Next Big Long Tech Boom

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In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Peter Leyden – The Next Big Long Tech Boom. Here’s an excerpt from the episode: Jake: Yeah. Sure. As I teased before this, here’s some potential optimism that we might look towards. What’s interesting about … Read More

Why Has The EV/EBIT Spread Blown Out?

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In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Why Has The EV/EBIT Spread Blown Out?. Here’s an excerpt from the episode: Bill: What’s the EV to EBIT spread? You said that blew out? It’s got to be cyclicals– the TTM cyclicals got to … Read More

The Reason Analysts Systematically Overshoot On Earnings

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In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss The Reason Analysts Systematically Overshoot On Earnings. Here’s an excerpt from the episode: Tobias: I got a Verdad piece here. This is their most recent one. Sages of Wall Street. It’s called by Brian Chingono … Read More

Investors Are Extremely Bearish But Still Holding Stocks

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In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Investors Are Extremely Bearish But Still Holding Stocks. Here’s an excerpt from the episode: Tobias: Let’s just jump into that one really quickly, because it’s interesting since we’re talking about it. It’s from Callum Thomas. … Read More