Tag Archive

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Qurate Has A Big Decision To Make Right Now. Here’s an excerpt from the episode: Bill: Well, I’m going to talk Qurate, but it doesn’t have to be Qurate. I just think it’s a really … Read More

In this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: Qurate Has A Big Decision To Make Right Now Warren Buffett’s Berkshire Hathaway Earnings The Game Theory of Greetings What’s Going On With The SEC Dark Stock Rule Change 15c2-11 Chinese Stocks … Read More

During his recent interview on The Acquirers Podcast with Tobias, Jamie Powell, reporter at FT Alphaville discussed Tesla’s Accounting. Here’s an excerpt from the interview: Jamie: I think that was a good one. I’ve also been following Tesla for a long time but not so much on the new side of … Read More

During his recent interview on The Acquirers Podcast with Tobias, Jamie Powell, reporter at FT Alphaville discussed Exposing Solutions 30. Here’s an excerpt from the interview: Tobias: In that period of time, what are the biggest stories that you’ve identified? You’ve been able to pull anything out of just looking at … Read More

During his recent interview on The Acquirers Podcast with Tobias, Jamie Powell, reporter at FT Alphaville discussed Wirecard – Exposing The Biggest Financial Fraud Case Since Enron. Here’s an excerpt from the interview: Tobias: What about when you come across something like a Wirecard, doesn’t have to be Wirecard, particularly, but … Read More

In this episode of The Acquirers Podcast, Tobias chats with Jamie Powell, reporter at FT Alphaville. During the interview Jamie provided some great insights into: Wirecard – Exposing The Biggest Financial Fraud Case Since Enron Exposing Solutions 30 Tesla’s Accounting Zion Oil & Gas – A Biblical Vision The Repercussions … Read More

 In their recent episode of the VALUE: After Hours Podcast, Taylor, Mitchell, and Carlisle discussed Buying A Basket Of Opportunities. Here’s an excerpt from the episode: Tobias: Because Facebook, of course, wasn’t the first social network. It was MySpace before that, and that was SixDegrees, and there were a … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Mitchell, and Carlisle discussed This Is The Best Environment For Housing Ever. Here’s an excerpt from the episode: Mike: What you see on the demand side, this puts a lot of wind in my sails with this. When you … Read More

During his recent interview on The Acquirers Podcast with Tobias, Spencer Cole, CIO at Vox Royalty discussed Mining Royalties vs Streams. Here’s an excerpt from the interview: Tobias: When you first contacted me, I saw your Vox Royalty and Streaming, and I didn’t initially think that that was going [crosstalk] to … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Mitchell, and Carlisle discussed U.S Investors Expecting 17.5% Long-Term Returns. Here’s an excerpt from the episode: Jake: I’m calling this, “What are we thinking?” This came to my attention, there was a global survey of individual investors put on … Read More

During his recent interview on The Acquirers Podcast with Tobias, Spencer Cole, CIO at Vox Royalty discussed How To Value Royalty Companies. Here’s an excerpt from the interview: Tobias: How do you think about valuation? Are you looking for some sort of yield? Is there a P/E ratio for the royalties? … Read More

During his recent interview on The Acquirers Podcast with Tobias, Spencer Cole, CIO at Vox Royalty discussed Why The Best Commodity Play Is Mining Royalty Investment Companies. Here’s an excerpt from the interview: Tobias: You’re the CIO of Vox Royalty, which is a really interesting play on this thing, because you … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Mitchell, and Carlisle discussed David Einhorn’s Q2 2021 Letter. Here’s an excerpt from the episode: Tobias: It’s interesting just to consider it in the context of Einhorn’s note which came out very recently, because he has his– Lumber maybe … Read More

In this episode of The Acquirers Podcast, Tobias chats with Spencer Cole, CIO at Vox Royalty. During the interview Spencer provided some great insights into: The Best Commodity Play Is Mining Royalty Investment Companies Investing In Mining Royalties Valuing Mining Royalty Investment Companies Royalties vs Streams Gold Has An X-Factor … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Mitchell, and Carlisle discussed The Real Cause Of The Lumber Spike. Here’s an excerpt from the episode: Michael: But the nuance, what you’re describing that happened which we all saw and got discussed by no fewer than me of … Read More

In this episode of the VALUE: After Hours Podcast, Jake Taylor, Mike Mitchell, and Tobias Carlisle chat about: The Real Cause Of The Lumber Spike David Einhorn’s Q2 2021 Letter U.S Investors Expect 17.5% Returns Pig In The Python Economy Realistic Returns Netflix & Facebook Get Free Rides The Future … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed The El Farol Bar Problem. Here’s an excerpt from the episode: Jake: This is the kind of famous at this point, El Farol problem. E-L-F-A-R-O-L. If in case, you want to look it up yourself … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Investing Lessons From Scott, Scurvy & Vitamin C. Here’s an excerpt from the episode: Tobias: I got some veggies. So, I’m going to take away with some veggies. I think there’s an interesting lesson on … Read More

 In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Popular Factors Underperform. Here’s an excerpt from the episode: Jake: The forward PE has been the number one model for 14 years in a row as of 2019. By the way, it’s underperformed by … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Value Investors Misunderstand Leverage. Here’s an excerpt from the episode: Bill: I will go to my grave saying that, for now, value investors misunderstand leverage. That is one place that I think that value investors … Read More