Don’t Believe Everything You Read About Investing In China

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In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Don’t Believe Everything You Read About Investing In China. Here’s an excerpt from the episode: Tobias: What about China stocks? They’ve been absolutely destroyed since that change in the regulatory regime. Have you followed that … Read More

How To Build A Profitable Vintage Wine Portfolio

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 During their recent interview on The Acquirers Podcast with Tobias, Steve Bishop and Patrick Fisher of Elite Wine & Whisky discussed How To Build A Profitable Vintage Wine Portfolio. Here’s an excerpt from the interview: Tobias: If I was to approach you and say, “I’m interested in investing in investment-grade … Read More

Investing Lessons From RATM’s Tom Morello

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In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Investing Lessons From RATM’s Tom Morello. Here’s an excerpt from the episode: Jake: Well, this is more dessert because we’re are talking about music today. So, this isn’t going to be sperm whales, or mathematics, … Read More

The Science Behind A Great Whisky

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 During their recent interview on The Acquirers Podcast with Tobias, Steve Bishop and Patrick Fisher of Elite Wine & Whisky discussed The Science Behind A Great Whisky. Here’s an excerpt from the interview: Tobias: Does whiskey suffer from that same problem with the variability between the vintages because the process … Read More

Why Did Charles Munger Buy Alibaba?

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In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Why Did Charles Munger Buy Alibaba?. Here’s an excerpt from the episode: Tobias: What do you think about Munger’s position in Baba? What do you think about that? Bill: We’ve talked about this. I think … Read More

VALUE: After Hours (S03 E31): Charlie Munger’s $BABA Position, RATM’s Tom Morello On Mastery, China Tailwind

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In this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: Charlie Munger’s $BABA Position Investing Lessons From RATM’s Tom Morello Tailwinds For China Getting Stronger Algos Will Never Totally Solve The Market Taking Notes: The Pen-to-Paper Advantage The Advantage Of Going Public … Read More

Eunuch Spiders Have Nothing To Lose

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During his recent interview on The Acquirers Podcast with Tobias, William L Silber, author of The Power of Nothing To Lose discussed Eunuch Spiders Have Nothing To Lose. Here’s an excerpt from the interview: William: Yeah, I got it. Yes, sir. You read the book, and you took the most important … Read More

Go Positive & Go First!

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 In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Go Positive & Go First!. Here’s an excerpt from the episode: Jake: All right. Let’s get into it. This is titled the Game Theory of Greetings. Some of the stuff we’re going to cover … Read More

Never Ever Sell An Option

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During his recent interview on The Acquirers Podcast with Tobias, William L Silber, author of The Power of Nothing To Lose discussed Never Ever Sell An Option. Here’s an excerpt from the interview: William: Yeah, so that you had a bunch of questions in there and I don’t know which one … Read More

Berkshire Hathaway Net Sellers

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In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Berkshire Hathaway Net Sellers. Here’s an excerpt from the episode: Tobias: People love Warren. The big takeaway, I think, is that they’re still net sellers. They’ve been punching out– They sold $2.1 billion of stock, … Read More

Call Options Are Like Lottery Tickets

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During his recent interview on The Acquirers Podcast with Tobias, William L Silber, author of The Power of Nothing To Lose discussed Call Options Are Like Lottery Tickets. Here’s an excerpt from the interview: Tobias: You see this manifest in the real world as well. You give the example of investors … Read More

Qurate Has A Big Decision To Make Right Now

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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

Tesla’s Accounting

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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

Exposing Solutions 30

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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

Buy A Basket Of Opportunities

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 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