Tag Archive

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

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed NFTs: The Future of Art Or A Waste Of Money. Here’s an excerpt from the episode: Bill: Oh, NFTs, I think it’s fairly easy to connect. I think within investing, meme stocks in general are very– … Read More

In this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: NFTs: The Future of Art Or A Waste Of Money Memetics & Why We Want What We Want China’s Widening Crackdown Housing Prices Expensive & Cheap Are NFTs Changing The Music Industry? … Read More

During their recent interview on The Acquirers Podcast with Tobias, Matt Cochrane, Lead Advisor at 7Investing discussed Take Small Positions If The Stock’s Expensive. Here’s an excerpt from the interview: Matthew: But I think you have to take it on a case-by-case basis. Now, that being said, one thing I … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Are You The Average Of The Five People You Spend The Most Time With? Here’s an excerpt from the episode: Jake: So, let’s now take this whole concept of sharing energy and running into each … Read More

During their recent interview on The Acquirers Podcast with Tobias, Matt Cochrane, Lead Advisor at 7Investing discussed #neversell Gets You Through Drawdowns. Here’s an excerpt from the interview: Matthew: I think that philosophy, never sell, it can get you through those times. Especially, 7Investing, we’re really for individual retail investors. … Read More

 In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Average Up & Bet Hard. Here’s an excerpt from the episode: Bill: Yeah, this is the David Gardner philosophy, I think. Then you let it run, and then you add to the ones that … Read More

During their recent interview on The Acquirers Podcast with Tobias, Matt Cochrane, Lead Advisor at 7Investing discussed Just Buy The Best Companies. Here’s an excerpt from the interview: Tobias: Do you use that as your basis but then how do you evolve? How do you start valuing companies or thinking … Read More

In this episode of The Acquirers Podcast, Tobias chats with Matt Cochrane, Lead Advisor with 7Investing. During the interview Matt provided some great insights into: Moat Attacks Buy The Best Companies A Never-Sell Strategy Will Get You Through Drawdowns Average-Up Into Your Best Positions Don’t Rebalance Because A Position Gets Too … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Building A ‘Hail Mary’ Portfolio. Here’s an excerpt from the episode: Tobias: Let’s talk about filling a portfolio with full of Hail Marys. I don’t mind that as a strategy for the most part. We … Read More

In this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: The Hail Mary Portfolio Average Up & Bet Hard You’re The Average Of The Five People You Spend The Most Time With Michael Burry Long Shipping, Short $ARK Buy The Most Expensive … Read More

 During their recent interview on The Acquirers Podcast with Tobias, Steve Bishop and Patrick Fisher of Elite Wine & Whisky discussed How To Build A Rare Whisky Portfolio. Here’s an excerpt from the interview: Tobias: Yes. Same question to you. If I was to approach you and say, “I want … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Don’t Believe Everything You Read About Investing In China. Here’s an excerpt from the episode: Tobias: What about China stocks? They’ve been absolutely destroyed since that change in the regulatory regime. Have you followed that … Read More

 During their recent interview on The Acquirers Podcast with Tobias, Steve Bishop and Patrick Fisher of Elite Wine & Whisky discussed How To Build A Profitable Vintage Wine Portfolio. Here’s an excerpt from the interview: Tobias: If I was to approach you and say, “I’m interested in investing in investment-grade … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Investing Lessons From RATM’s Tom Morello. Here’s an excerpt from the episode: Jake: Well, this is more dessert because we’re are talking about music today. So, this isn’t going to be sperm whales, or mathematics, … Read More

 During their recent interview on The Acquirers Podcast with Tobias, Steve Bishop and Patrick Fisher of Elite Wine & Whisky discussed The Science Behind A Great Whisky. Here’s an excerpt from the interview: Tobias: Does whiskey suffer from that same problem with the variability between the vintages because the process … Read More

In this episode of The Acquirers Podcast, Tobias chats with Steve Bishop and Patrick Fisher of Elite Wine & Whisky. During the interview William provided some great insights into: The Science Behind A Great Whisky Whiskey Investment Is Such A Great Opportunity Right Now How To Build A Profitable Vintage Wine … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Why Did Charles Munger Buy Alibaba?. Here’s an excerpt from the episode: Tobias: What do you think about Munger’s position in Baba? What do you think about that? Bill: We’ve talked about this. I think … Read More

In this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: Charlie Munger’s $BABA Position Investing Lessons From RATM’s Tom Morello Tailwinds For China Getting Stronger Algos Will Never Totally Solve The Market Taking Notes: The Pen-to-Paper Advantage The Advantage Of Going Public … Read More

During his recent interview on The Acquirers Podcast with Tobias, William L Silber, author of The Power of Nothing To Lose discussed Eunuch Spiders Have Nothing To Lose. Here’s an excerpt from the interview: William: Yeah, I got it. Yes, sir. You read the book, and you took the most important … Read More