Tag Archive

In this episode of The Acquirers Podcast, Tobias chats with Dr Richard Smith, PhD in Systems Science and expert in making decisions under uncertainty. During the interview Richard provided some great insights into: What Happens To Robinhood If The SEC Bans Payment For Order Flow? Robinhood’s Deals With Wholesale Market … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Grantham’s Everything Bubble. Here’s an excerpt from the episode: Bill: Yeah, we can. I guess it ties in nicely, Grantham’s everything bubble. I listened to the podcast that he did with Consuelo Mack three times. … Read More

In this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: Mass Extinctions Grantham’s Everything Bubble GMO’s Value vs Growth Letter Great Businesses No Longer Attract Competitors Kraft Heinz $62 Million To Settle Improper Accounting Charges The Real Cause Of The U.S Labor … Read More

During their recent interview on The Acquirers Podcast with Tobias, David Trainer, CEO of New Constructs discussed Using AI To Decipher Footnotes. Here’s an excerpt from the interview: David: Yeah, let’s get nerdy here, because the reason we came to get in touch with the folks at Harvard Business School is … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed The Impact Of China’s Widening Crackdown. Here’s an excerpt from the episode: Tobias: I think the argument we had– not the argument, but JT and I discussing it last week, it’s undervalued. The only question … Read More

During his recent interview on The Acquirers Podcast with Tobias, David Trainer, CEO of New Constructs discussed The New Value Factor. Here’s an excerpt from the interview: Tobias: There’s a nice paper that’s just come out about New Constructs and its core earnings methodology. The line that really stood out … Read More

During their recent interview on The Acquirers Podcast with Tobias, David Trainer, CEO of New Constructs discussed Companies That Tell The Truth Outperform. Here’s an excerpt from the interview: Tobias: So, David, you do the core earnings calculation, but then how are you deriving a trading signal from that? What is … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Memetics – How Peter Thiel Turned $500K Into $1 Billion+. Here’s an excerpt from the episode: Jake: Anyway, let’s see if we can keep going on this and then pull in memetics, which is a … Read More

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