Tag Archive

 During his recent interview on The Acquirers Podcast with Tobias, Adam Mead, author of The Complete Financial History of Berkshire Hathaway discussed Buffett’s Mastery In Capital Allocation. Here’s an excerpt from the interview: Tobias: I just want to take you back a little bit to the BNSF. I remember reading … Read More

In their recent episode of the VALUE: After Hours Podcast, Braziel, Hoffstein, and Carlisle discuss how Growth Got Crushed. Here’s an excerpt from the episode: Tobias: I’ve been saying this more and more recently, but I’ve been completely, totally bamboozled by this market just because the trends is that top … Read More

In this episode of The Acquirers Podcast, Tobias chats with Adam Mead, author of The Complete Financial History of Berkshire Hathaway. During the interview Adam provided some great insights into: Buffett’s Mastery In Capital Allocation Berkshire Hathaway: The World’s Greatest Conglomerate Buffett’s Strategy Of Having No Strategy Buffett Used The … Read More

In their recent episode of the VALUE: After Hours Podcast, Braziel, Hoffstein, and Carlisle discussed Crypto Net-Nets. Here’s an excerpt from the episode: Tobias: You want to talk about crypto for a little bit? Because the crowd want some crypto net-net commentary. Thomas: Ooh. Corey: That one piqued my interest. Tobias: … Read More

In this episode of the VALUE: After Hours Podcast, Thomas Braziel, Corey Hoffstein, and Tobias Carlisle chat about: Crypto Net-Nets Growth Got Crushed Crypto Arbitrage $ARKK Drops 35% The ‘We Don’t Know’ Narratives There’s Just Too Much Money Sloshing Around Wild Swings The Marriage Between Value And Momentum Retail In … Read More

During his recent interview on The Acquirers Podcast with Tobias, Sean Fieler, CIO of Equinox Partners discussed The Impact Of Crypto On Gold. Here’s an excerpt from the interview: Tobias: Do you have any concerns that you have… there are these alternative currencies or alternative hedges to the market in … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Should You Get Paid For Holding $BRK.A? Here’s an excerpt from the episode: Tobias: Ian’s question was should you get paid for holding Berkshire Hathaway as an investment manager? I think that in the way that … Read More

During his recent interview on The Acquirers Podcast with Tobias, Sean Fieler, CIO of Equinox Partners discussed whether It Is Better To Buy Gold Or Gold Mining Companies. Here’s an excerpt from the interview: Tobias: I have quite a few gold miners in my screen and I asked myself all … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Which Berkshire Business Would You Sell Off Assuming No Tax Hits? Here’s an excerpt from the episode: Tobias: All right, I’ve got a question. What Berkshire business would you sell off assuming no tax hits? Jake: … Read More

During his recent interview on The Acquirers Podcast with Tobias, Sean Fieler, CIO of Equinox Partners discussed Value Investing In Gold Miners. Here’s an excerpt from the interview: Tobias: How do you come to be interested in precious metals and hedge funds? Sean: Well, I see, I started in this … Read More

In this episode of The Acquirers Podcast, Tobias chats with Sean Fieler, CIO of Equinox Partners. During the interview Sean provided some great insights into: Value Investing In Gold Miners Is It Better To Buy Gold Or Gold Miners? The Impact Of Crypto On Gold The Inflation Effect On Gold … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed How Many Of The Top Companies Will Be Around In 30 Years? Here’s an excerpt from the episode: Tobias: So, the thing that stood out for me, the thing that I enjoyed the most was– because … Read More

During his recent interview on The Acquirers Podcast with Tobias, Dan Zwirn, CEO of Arena Investors LP discussed Creating Cigar-Butts In Deep Value Special Situations Investing. Here’s an excerpt from the interview: Tobias: And before Arena, what was your focus as an investor? Dan: Before and throughout Arena, it’s always really … Read More

In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Key Takeaways From The Berkshire Annual Meeting How Many Of The Top Companies Will Be Around In 30 Years? Which Berkshire Business Would You Sell Off Assuming No Tax Hits? Should You Get Paid For … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Cassel, and Carlisle discussed If You Want To Hold A Multi-bagger, You Have To Hold A Multi-bagger. Here’s an excerpt from the episode: Ian: Just one last one I was just thinking about it. Probably another one that I … Read More

During his recent interview on The Acquirers Podcast with Tobias, Dan Zwirn, CEO of Arena Investors LP discussed Building A Buffett-Style Money Machine. Here’s an excerpt from the interview: Tobias: How do you think about Arena as a hedge fund? You wouldn’t necessarily define it that way, you think about it … Read More

During his recent interview on The Acquirers Podcast with Tobias, Dan Zwirn, CEO of Arena Investors LP discussed Modern Ben Graham Investing. Here’s an excerpt from the interview: Tobias: Arena operates businesses as well, so how do you characterize Arena as an investor? Dan: Well, we just characterize it as an … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Cassel, and Carlisle discussed The Calendar Portfolio. Here’s an excerpt from the episode: Tobias: I have done a little bit of testing in that space, just because I’m interested in what happens if I just buy the list of … Read More

In this episode of The Acquirers Podcast, Tobias chats with Dan Zwirn, CEO of Arena Investors LP. During the interview Dan provided some great insights into: Modern Ben Graham Investing Building A Buffett Style Money Machine Deep Value Special Situations Investing Control-Oriented Debt And Equity Investments Bringing Your Own Weighing … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Cassel, and Carlisle discussed Investing Lessons From Falconry. Here’s an excerpt from the episode: Jake: All right, so I came across, one of my friends told me about this idea that’s actually from falconry and it came originally, I … Read More