VALUE: After Hours (S02 E47): Investors Be Thankful, Horsebetting, And Buffett’s Hitting Coach Munger

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In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Horsebetting – Crist Is The GOAT On Value Investors Be Thankful Buffett’s Hitting Coach Munger U.S Lottery Ticket Winners Venetian Double-Entry Bookkeeping #neversell End Of Year Selling Chris Cole – The Endgame The Asset Shortage … Read More

Evaluate The Company’s Industry, Capacity & Demand

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During his recent interview with Tobias, Stephen Clapham, author of The Smart Money Method, discussed Evaluating The Company’s Industry, Capacity & Demand. Here’s an excerpt from the interview: Tobias: You’ve done your preliminary research, and you’re satisfied that this is something you want to go forward with, what’s the next stage … Read More

Long-Lived Instos

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During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Long-Lived Instos. Here’s an excerpt from the episode: Jake: All right, veggie time. So, this segment is called The Data of Long-lived Institutions, and it’s based on this article and a presentation that Alexander Rose gave, … Read More

Use Simple Charts To Measure Investor Sentiment

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During his recent interview with Tobias, Stephen Clapham, author of The Smart Money Method, discussed Using Simple Charts To Measure Investor Sentiment. Here’s an excerpt from the interview: Tobias: Well, let’s just go back a little bit to the process, because I’m sort of interested to know it. Once you get … Read More

Buffett Sells $COST

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During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Buffett Sells $COST. Here’s an excerpt from the episode: Jake: Speaking of never sell, what’s Costco no more? Tobias: It seemed like a good segue there. Bill: Yeah. Tobias: I thought everybody’s complaining about– I … Read More

The Importance Of Pricing Power

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During his recent interview with Tobias, Stephen Clapham, author of The Smart Money Method, discussed The Importance Of Pricing Power. Here’s an excerpt from the interview: Tobias: Just before we move on to that, let’s talk a little bit about quality. What’s your definition of business quality? Stephen: There isn’t a … Read More

(Ep.94) The Acquirers Podcast: Stephen Clapham – Smart Money: How An Ex-Hedge Fund Analyst Uses Forensic Accounting To Pick Stocks

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In this episode of The Acquirers Podcast Tobias chats with Stephen Clapham, author of The Smart Money Method. During the interview Stephen provided some great insights into: The Importance Of Pricing Power Use Simple Charts To Measure Investor Sentiment Evaluate The Company’s Industry, Capacity & Demand Forget P/E And Focus … Read More

Einhorn’s $GLRE and Icahn’s $IEP

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During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Einhorn’s $GLRE and Icahn’s $IEP. Here’s an excerpt from the episode: Tobias: Einhorn genius for a decade. The GOAT for a decade, a GOAT for the last decade. I think it could be back to … Read More

$DIS’s Competitive Advantage Is Its IP

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 During his recent interview with Tobias, Alex @TSOH_Investing discussed $DIS’s Competitive Advantage Is Its IP. Here’s an excerpt from the interview: Tobias: Let’s talk about some of the other names you’ve got in there. Disney, you said you got that in the Fox spinoff? Alex: Yeah, I got it. When … Read More

VALUE: After Hours (S02 E46): Value: After Hours S02 E46 Buffett Sells $COST, Einhorn’s $GLRE And Icahn’s $IEP, Long-Lived Instos, Fundamentals Aren’t Dead!

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In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Einhorn’s $GLRE and Icahn’s $IEP Buffett Sells $COST Long-Lived Instos Fundamentals Aren’t Dead! Einhorn – Capital Intensive Businesses Terry Smith & Buffett On ROE Burry Buying Qurate $CRWD And The History Of Cybersecurity Firms Tobacco … Read More

Combining Fundamentals With Technical Analysis

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During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Combining Fundamental And Technical Analysis. Here’s an excerpt from the episode: Tobias: So, here’s a philosophical question. What is your disagreement to creating a dumbbell portfolio value and growth with? I’m guessing fundamental analysis for … Read More

Why $BRK.B Remains A Great Investment

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During his recent interview with Tobias, Alex @TSOH_Investing discussed Why $BRK.B Remains A Great Investment. Here’s an excerpt from the interview: Tobias: Let’s contrast that with Berkshire because you’ve got a Berkshire holding you say from about the same period. What was the thesis then? I think you can make a … Read More

Archery vs Darts

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During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Archery vs Darts. Here’s an excerpt from the episode: Jake: Okay, so Annie Duke’s new book that just came out. It’s called How to Decide. And in there, she’s talking about having an archer’s mindset. … Read More

Investing In $MSFT

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During his recent interview with Tobias, Alex @TSOH_Investing discussed Investing In $MSFT. Here’s an excerpt from the interview: Tobias: You deserve some credit for being one of the unicorns who actually went and bought it in 2011 because I went along to all of those value investing congresses and it was … Read More

(Ep.93) The Acquirers Podcast: Alex TSOH – Science Of Hitting: Buffett-Style Value And Never Sell With The Man Behind The TSOH Account

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In this episode of The Acquirers Podcast Tobias chats with Alex, he’s The Science of Hitting on Twitter. During the interview Alex provided some great insights into: Long Term & Concentrated Early Investor In $MSFT Why Berkshire Remains A Great Investment The Pros And Cons Of Investing In Bank Stocks … Read More

Buffett Bonanza

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During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed a Buffett Bonanza. Here’s an excerpt from the episode: Tobias: Let’s start with Berkshire. It’s normally my topic, but I’m going to hand it off to Bill to give us– Both of you guys have … Read More

Position Sizing Using Notional Value

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During his recent interview with Tobias, Matthew Peterson, Managing Partner at Peterson Capital Management discussed Position Sizing Using Notional Value. Here’s an excerpt from the interview: Tobias: How do you think about sizing because you can clearly sell– you can get a very levered position by doing this. But then, you … Read More

Buying LEAPS To Generate Outsized Returns

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During his recent interview with Tobias, Matthew Peterson, Managing Partner at Peterson Capital Management discussed Buying LEAPS To Generate Outsized Returns. Here’s an excerpt from the interview: Tobias: The Greenblatt Yellow Book, How to be a Stock Market Genius, he includes in there this discussion of buying leaps where he says … Read More

Value Investing Using An Options Framework

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During his recent interview with Tobias, Matthew Peterson, Managing Partner at Peterson Capital Management discussed Value Investing Using An Options Framework. Here’s an excerpt from the interview: Matthew: Okay, well, let’s start. So fundamentally, we’re a long-term value-based fund. All of the standard protocols you would affiliate with a value fund, you … Read More

(Ep.82) The Acquirers Podcast: Scott Jackson – FOIA Warrior: Freedom Of Information Act Requests, And Small And Micro Stocks

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In this episode of The Acquirers Podcast Tobias chats with Scott Jackson. He’s the Chief Investment Officer of Ravenwood Capital Management. During the interview Scott provided some great insights into: Using Mauboussin’s BAIT Strategy To Land Winners How Investors Can Use Freedom of Information Requests To Find Red Flags Combine … Read More