Tag Archive

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

In this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: Value Investors Misunderstand Leverage Investing Lessons From Scott, Scurvy & Vitamin C The El Farol Bar Problem Are You A Good Investor Because You’re Getting Results? Forward P/E Underperforms Rising Short Interest … Read More

During his recent interview on The Acquirers Podcast with Tobias, Vivek Viswanathan, portfolio manager of the Rayliant Quantamental China Fund discussed Why Foreign Investors Perform Well In China. Here’s an excerpt from the interview: Vivek: There’s also another beautiful aspect of China which is, they have reams of data. So, regulators … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed What Can We Learn From Robinhood’s S1. Here’s an excerpt from the episode: Tobias: There’s been an increase in the retail participation in the states over the last two years or so, probably by virtue … Read More

During his recent interview on The Acquirers Podcast with Tobias, Vivek Viswanathan, portfolio manager of the Rayliant Quantamental China Fund discussed How China Cut-Off Short Selling. Here’s an excerpt from the interview: Vivek: In 2015, they effectively cut off short selling. The way they did that is by telling brokers– Well, … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed What’s A Value Investor Supposed To Do? Here’s an excerpt from the episode: Tobias: Speaking of turning your brain off, let’s just do my little contribution. GMO, noted value shop, has been crying about how … Read More

During his recent interview on The Acquirers Podcast with Tobias, Vivek Viswanathan, portfolio manager of the Rayliant Quantamental China Fund discussed Why Chinese Companies Don’t Like To Report Losses. Here’s an excerpt from the interview: Tobias: How do you tackle the challenge of, say, accounting? Vivek: Yeah, oh, accounting is such … Read More

In this episode of The Acquirers Podcast, Tobias chats with Vivek Viswanathan, portfolio manager of the Rayliant Quantamental China Fund. During the interview Vivek provided some great insights into: Value Performs Well In China Why Chinese Companies Don’t Like To Report Losses Stripping Out Value Components To Generate Better Returns … Read More

 In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Mise en Place Investing. Here’s an excerpt from the episode: Jake: What we’re going to be talking about is this French culinary concept called mise en place, and what it means in effectively an … Read More

In this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: Munger And Jack Ma GMO’s Value Reversals Mise en place Investing How Much To Pay For The Best Companies 52-Week High And Low Starting Points S&P Global and IHS Markit Merger What … Read More

During his recent interview on The Acquirers Podcast with Tobias, Tim Travis, founder and deep value investor at T&T Capital Management discussed Dollar Cost Average Using Options. Here’s an excerpt from the interview: Tobias: We were speaking a little bit before about rebalancing, so you definitely buy as something’s going against … Read More