Tag Archive

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

In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Should Buffett Have Sold Wells Fargo Earlier?. Here’s an excerpt from the episode: Bill: So, I don’t know. I think the problem with Wells is it’s big, and it’s hard to see how they’re going … Read More

In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Is The Shiller PE Still Relevant?. Here’s an excerpt from the episode: Tobias: Well, it is tough. I look back at– 1996 is a big inflection point where previous to that time, if you’re using … Read More

During his recent interview on The Acquirers Podcast with Tobias, Gary Mishuris, Managing Partner of Silver Ring Value Partners discussed Weeding Out Investments Using The “Kill Step”. Here’s an excerpt from the interview: Mishuris: The second step is the kill step where I’m trying to find if there’s anything wrong … Read More

In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Similarities Between Crypto And The Gold Rush. Here’s an excerpt from the episode: Jake: Now, there’s some interesting social implications that came from this gold rush mentality, and it really gave birth to the California … Read More

During his recent interview on The Acquirers Podcast with Tobias, Gary Mishuris, Managing Partner of Silver Ring Value Partners discussed Eliminating Biases Using The Thesis Tracker. Here’s an excerpt from the interview: Mishuris: So, what I’ve done is, I put this thesis tracker, and this thesis tracker has all my … Read More

In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed The Market Is So Hungry For Equity. Here’s an excerpt from the episode: Tobias: The only point that I was going to make is that the successful tech companies like Google, Microsoft, Facebook probably, throw … Read More

During his recent interview on The Acquirers Podcast with Tobias, Gary Mishuris, Managing Partner of Silver Ring Value Partners discussed Investing In Predictability. Here’s an excerpt from the interview: Mishuris: I think that searching for that predictability, and therefore eliminating a pretty good majority of the universe from consideration is … Read More

In this episode of The Acquirers Podcast, Tobias chats with Gary Mishuris, the Managing Partner of Silver Ring Value Partners. During the interview Gary provided some great insights into: Methodical Value Investing Lessons From Joel Tillinghast You Don’t Need To Be A Good Stock-Picker Invest In Predictability The Thesis Tracker Four … Read More

In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Growth Back-On. Here’s an excerpt from the episode: Tobias: We had a good little value rally from whenever you want to pin it, September, November, last year, and it ran through until about a month … Read More

In this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: LEAPs And Cash Hedges Crypto And Lessons From The Gold Rush Growth Back-On Is The Shiller PE Still Relevant? GDP Growth Collapsed Buffett Dumps Stakes In $WFC & $CVX FAANGs Closer To … Read More

During his recent interview on The Acquirers Podcast with Tobias, Colin Lancaster, author of Fed Up!: Success, Excess and Crisis Through the Eyes of a Hedge Fund Macro Trader discussed The Real Reason The Fed Aims For 2% Inflation. Here’s an excerpt from the interview: Tobias: Let me ask you a … Read More

In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Breathing Can Help Your Investing. Here’s an excerpt from the episode: Jake: That was the interesting thing to me about that, was that he’s actually going into the what’s happening at a hormone level, actually nervous … Read More

 During his recent interview on The Acquirers Podcast with Tobias, Colin Lancaster, author of Fed Up!: Success, Excess and Crisis Through the Eyes of a Hedge Fund Macro Trader discussed Icons Of Macro-Investing. Here’s an excerpt from the interview: Tobias: In the book, you say that Fed Up! pays tribute … Read More

In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Hanging Out With Tom Gayner At The Markel Annual Meeting. Here’s an excerpt from the episode: Bill: A lot of the people that were at the Robotti event, and by a lot, I mean the … Read More

 During his recent interview on The Acquirers Podcast with Tobias, Colin Lancaster, author of Fed Up!: Success, Excess and Crisis Through the Eyes of a Hedge Fund Macro Trader discussed The Speculator’s Dream. Here’s an excerpt from the interview: But I think from that original concept, it’s become a speculator’s dream, … Read More

In this episode of The Acquirers Podcast, Tobias chats with Colin Lancaster, author of Fed Up!: Success, Excess and Crisis Through the Eyes of a Hedge Fund Macro Trader. During the interview Colin provided some great insights into: The Real Reason The Fed Aims For 2% Inflation The Speculator’s Dream Icons Of … Read More

In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Will The Small Value Rally Continue? Here’s an excerpt from the episode: Tobias: Everybody knows small cap value has had this terrible run until recently, and it started running. So, the question that I get a … Read More

In this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: Will The Small Value Rally Continue? Hanging Out With Tom At The Markel Annual Meeting Breathing Can Help Your Investing When Does Value Work Best? Which Business Has Surprised You Most? The … Read More

During his recent interview on The Acquirers Podcast with Tobias, Adam Mead, author of The Complete Financial History of Berkshire Hathaway discussed Buffett’s Strategy Of Having No Strategy. Here’s an excerpt from the interview: Tobias: As an investor, having conducted this extensive research on the great industrialist of our age, what … Read More