Tag Archive

During their recent interview on The Acquirers Podcast with Tobias, Jeffrey C. Hooke, finance professor and author of The Myth of Private Equity discussed The 3 Pillars Of Private Equity That Hurt Investors. Here’s an excerpt from the interview: Jeffrey: Exactly. I don’t think I could summarize it any better. High … Read More

 In their recent episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle discussed Value Enticing Relative To Growth. Here’s an excerpt from the episode: Tobias: So, I retweeted this this morning. It’s just showing the spread of growth over value, and it runs back … Read More

During their recent interview on The Acquirers Podcast with Tobias, Jeffrey C. Hooke, finance professor and author of The Myth of Private Equity discussed IRR – The Faulty Metric of Private Equity. Here’s an excerpt from the interview: Tobias: The part of the problem I understand is the calculation of the … Read More

In this episode of The Acquirers Podcast, Tobias chats with Jeffrey C. Hooke, finance professor and author of The Myth of Private Equity. During the interview Jeffrey provided some great insights into: IRR – The Faulty Metric of Private Equity The 3 Pillars Of Private Equity That Hurt Investors The … Read More

In their recent episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle discussed How Fishing Makes You A Better Investor. Here’s an excerpt from the episode: Jake: All right. Fish is on the menu today, not veggies. Tobias: Fish is good for you too. Jake: … Read More

In this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: Investing Lessons From Fishing Value Growth Spread Widest Ever Lessons From Thinking Twice Bay of Pigs & The Dangers Of Groupthink Take A Swing At China Stocks Choose One Growth Stock One … Read More

During their recent interview on The Acquirers Podcast with Tobias, Dr Richard Smith, PhD in Systems Science discussed Gamification Of Robinhood. Here’s an excerpt from the interview: Tobias: When I look at Robinhood, I think that there are two issues. One is that, we don’t necessarily know what’s happening to … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Scale Advantage – Suspending The Laws of Economics. Here’s an excerpt from the episode: Jake: And there’s that, yes, there’s all this demand, and I think that will probably continue, but we’ll go back to … Read More

During their recent interview on The Acquirers Podcast with Tobias, Dr Richard Smith, PhD in Systems Science discussed Robinhood’s Deals With Wholesale Market Makers. Here’s an excerpt from the interview: Tobias: What’s wrong with that? Dr. Richard: What’s wrong with that? It incentivizes Robinhood to put their novice customers into … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed GMO – Growth & Value Outperformance Phenomenon. Here’s an excerpt from the episode: Tobias: Let me take a shot at mine briefly while my internet’s working and then see what happens. GMO has their 2Q … Read More

During their recent interview on The Acquirers Podcast with Tobias, Dr Richard Smith, PhD in Systems Science discussed why Gamblers ‘Enjoy’ Losing. Here’s an excerpt from the interview: Dr. Richard: Then three, another one is that, if it’s a rich complex environment with lots of learning opportunities, that’s another thing … Read More

In this episode of The Acquirers Podcast, Tobias chats with Dr Richard Smith, PhD in Systems Science and expert in making decisions under uncertainty. During the interview Richard provided some great insights into: What Happens To Robinhood If The SEC Bans Payment For Order Flow? Robinhood’s Deals With Wholesale Market … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Grantham’s Everything Bubble. Here’s an excerpt from the episode: Bill: Yeah, we can. I guess it ties in nicely, Grantham’s everything bubble. I listened to the podcast that he did with Consuelo Mack three times. … Read More

In this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: Mass Extinctions Grantham’s Everything Bubble GMO’s Value vs Growth Letter Great Businesses No Longer Attract Competitors Kraft Heinz $62 Million To Settle Improper Accounting Charges The Real Cause Of The U.S Labor … Read More

During their recent interview on The Acquirers Podcast with Tobias, David Trainer, CEO of New Constructs discussed Using AI To Decipher Footnotes. Here’s an excerpt from the interview: David: Yeah, let’s get nerdy here, because the reason we came to get in touch with the folks at Harvard Business School is … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed The Impact Of China’s Widening Crackdown. Here’s an excerpt from the episode: Tobias: I think the argument we had– not the argument, but JT and I discussing it last week, it’s undervalued. The only question … Read More

During his recent interview on The Acquirers Podcast with Tobias, David Trainer, CEO of New Constructs discussed The New Value Factor. Here’s an excerpt from the interview: Tobias: There’s a nice paper that’s just come out about New Constructs and its core earnings methodology. The line that really stood out … Read More

During their recent interview on The Acquirers Podcast with Tobias, David Trainer, CEO of New Constructs discussed Companies That Tell The Truth Outperform. Here’s an excerpt from the interview: Tobias: So, David, you do the core earnings calculation, but then how are you deriving a trading signal from that? What is … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Memetics – How Peter Thiel Turned $500K Into $1 Billion+. Here’s an excerpt from the episode: Jake: Anyway, let’s see if we can keep going on this and then pull in memetics, which is a … Read More

In this episode of The Acquirers Podcast, Tobias chats with David Trainer, CEO of New Constructs. During the interview David provided some great insights into: Truth Stocks Earnings Distortion Delivers Alpha Using AI To Decipher Footnotes What Are Persistent Earnings? Wall Street’s High-Priests Incentivized To Complicate Why Do Companies Understate Profits? … Read More