Tag Archive

 During his recent interview on The Acquirers Podcast with Tobias, Bernard Horn, founder of Polaris Capital Management discussed Moore’s Law Will Comeback With Vengeance. Here’s an excerpt from the interview: Tobias: When you look at the investment landscape now, some would say that the COVID shutdown has created some … Read More

During his recent interview on The Acquirers Podcast with Tobias, Bernard Horn, founder of Polaris Capital Management discussed The Secret Sauce Of Value Investing. Here’s an excerpt from the interview: Tobias: Given that it’s been a tougher decade for value and the US markets have been very, very strong, international … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Mitchell, Brewster, and Carlisle discussed Options Trading Strategies. Here’s an excerpt from the episode: Tobias: If there’s a lot of vol in the stock– I like writing puts when there’s something that I know really well and everything– there’s … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Mitchell, Brewster, and Carlisle discussed Real Estate Gravity. Here’s an excerpt from the episode: Jake: Yeah, sure. This is going to be titled Real Estate Gravity. Tobias: That’s good timing. Good segue. Jake: Right. Maybe it’s helpful. I don’t … Read More

 During his recent interview on The Acquirers Podcast with Tobias, Bernard Horn, founder of Polaris Capital Management discussed Buying Low-Correlated Stocks. Here’s an excerpt from the interview: Tobias: Once you’ve found these ideas and validated them, add it to the portfolio, how do you think about sizing in the … Read More

In this episode of The Acquirers Podcast, Tobias chats with Bernard Horn, founder and principal at Polaris Capital Management. During the interview Bernard provided some great insights into: When Value Investing Was Like Shooting Fish In A Barrel Building A Low-Correlation Global Portfolio Knowing When To Sell Made Easy Value … Read More

 In their recent episode of the VALUE: After Hours Podcast, Taylor, Mitchell, Brewster, and Carlisle discussed A Lesson In Option Pricing. Here’s an excerpt from the episode: Michael: It was so dumb on Qurate. It was right in those puts feeling like a hero, and it worked out quite … Read More

During his recent interview on The Acquirers Podcast with Tobias, Vincent Deluard, Director – Global Macro Strategy at StoneX Group Inc discussed Value Is Going To Be Momentum. Here’s an excerpt from the interview: Vincent: The other one that that I find interesting is momentum. I have my doubt about the Fama-French study, … Read More

In this episode of the VALUE: After Hours Podcast, Jake Taylor, Mike Mitchell, Bill Brewster, and Tobias Carlisle chat about: Option Pricing Real Estate Gravity Jeff Moore – Distressed Real Estate Investor LEAPS, Rodman & MJ The Best Time To Write Put Options Using “Greeks” To Understand Options Unique Information … Read More

In their recent episode of the VALUE: After Hours Podcast, Mitchell, Brewster, and Carlisle discussed What’s Going To Kill This Market? Here’s an excerpt from the episode: Michael: I’m just going through this in my mind, what’s going to kill it? What’s going to kill it? What’s going to kill … Read More

 During his recent interview on The Acquirers Podcast with Tobias, Vincent Deluard, Director – Global Macro Strategy at StoneX Group Inc discussed Inflation Is Good News For Value Investors. Here’s an excerpt from the interview: Tobias: What about from a factor perspective? You took a pretty close look at that, and I … Read More

In their recent episode of the VALUE: After Hours Podcast, Mitchell, Brewster, and Carlisle discussed Why Good Management Is The Most Important Factor In An Investment. Here’s an excerpt from the episode: Michael: No, that actually is the most critical– As I look back to the Ls, and I compare … Read More

During his recent interview on The Acquirers Podcast with Tobias, Vincent Deluard, Director – Global Macro Strategy at StoneX Group Inc discussed The Nuclear Winter Of The 60/40 Portfolio. Here’s an excerpt from the interview: Tobias: You’ve made a pretty compelling argument, I think, for inflation. What do investors do when they’re confronted … Read More

In this episode of The Acquirers Podcast, Tobias chats with Vincent Deluard, Director – Global Macro Strategy at StoneX Group Inc. During the interview Vincent provided some great insights into: Nuclear Winter Of The 60/40 Portfolio Inflation Is Good News For Value Investors Value Is Becoming Momentum Impossible Hypergrowth Healthcare Will Be The … Read More

 In their recent episode of the VALUE: After Hours Podcast, Mitchell, Brewster, and Carlisle discussed Taking Big Swings. Here’s an excerpt from the episode: Bill: Yeah, well, that goes to another point, though. You’ve got to be willing to swing. Mike, why do you think that you’re so willing … Read More

In this episode of the VALUE: After Hours Podcast, Mike Mitchell, Bill Brewster, and Tobias Carlisle chat about: Taking Big Swings Management: The Most Important Factor In Investing How Did $FWONA Survive? John Malone On Incentive Structures What’s Going To Kill This Market? The Reality Of The Boardroom Behind The … Read More

In their recent episode of the VALUE: After Hours Podcast, Mitchell, Taylor, and Carlisle discussed Value, Size & Quality. Here’s an excerpt from the episode: Tobias: I’m sorry to derail this and make it go in a less exciting way, but I need to talk about value a little bit. … Read More

In their recent episode of the VALUE: After Hours Podcast, Mitchell, Taylor, and Carlisle discussed The Healthcare Tapeworm. Here’s an excerpt from the episode: Jake: So, healthcare really has been this vampire, this tapeworm on really not just corporations, but on the average person what they’re taking home. You can … Read More

In their recent episode of the VALUE: After Hours Podcast, Mitchell, Taylor, and Carlisle discussed Is The White-Hot Housing Market. Here’s an excerpt from the episode: Tobias: What does it tell you about housing? Housing is white hot? Mike: Yeah, it’s white hot. Yeah, it’s white-hot. It’d be very tough … Read More

In this episode of the VALUE: After Hours Podcast, Jake Taylor, Mike Mitchell, and Tobias Carlisle chat about: Lumber & The White-Hot Housing Market Value, Size & Quality The Healthcare Tapeworm High Yields In Small & Micro-Caps Druckenmiller, Service Models & Infrastructure Opportunities In Special Situations Size Beaten Up As … Read More