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
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
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
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
(Ep.126) The Acquirers Podcast: Elite Wine & Whisky – The Secrets To Collecting Fine Wine & Rare Whisky
In this episode of The Acquirers Podcast, Tobias chats with Steve Bishop and Patrick Fisher of Elite Wine & Whisky. During the interview William provided some great insights into: The Science Behind A Great Whisky Whiskey Investment Is Such A Great Opportunity Right Now How To Build A Profitable Vintage Wine … Read More
Why Did Charles Munger Buy Alibaba?
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
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
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!
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
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
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
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
(Ep.125) The Acquirers Podcast: William L. Silber – Hail Mary, The Power Of Nothing To Lose
In this episode of The Acquirers Podcast, Tobias chats with William L Silber, author of The Power of Nothing To Lose: The Hail Mary Effect in Politics, War, and Business. During the interview William provided some great insights into: The Hail Mary Effect In Investing Call Options – Big Upside, … Read More
Qurate Has A Big Decision To Make Right Now
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
VALUE: After Hours (S03 E30): Warren Buffett’s Berkshire Hathaway Earnings, How To Meet & Greet, $QRTEA
In this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: Qurate Has A Big Decision To Make Right Now Warren Buffett’s Berkshire Hathaway Earnings The Game Theory of Greetings What’s Going On With The SEC Dark Stock Rule Change 15c2-11 Chinese Stocks … Read More
Tesla’s Accounting
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
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
Wirecard – Exposing The Biggest Financial Fraud Case Since Enron
During his recent interview on The Acquirers Podcast with Tobias, Jamie Powell, reporter at FT Alphaville discussed Wirecard – Exposing The Biggest Financial Fraud Case Since Enron. Here’s an excerpt from the interview: Tobias: What about when you come across something like a Wirecard, doesn’t have to be Wirecard, particularly, but … Read More
(Ep.124) The Acquirers Podcast: Jamie Powell – Alphaville: Reporting For The FT Alphaville Blog
In this episode of The Acquirers Podcast, Tobias chats with Jamie Powell, reporter at FT Alphaville. During the interview Jamie provided some great insights into: Wirecard – Exposing The Biggest Financial Fraud Case Since Enron Exposing Solutions 30 Tesla’s Accounting Zion Oil & Gas – A Biblical Vision The Repercussions … Read More
Buy A Basket Of Opportunities
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