Tag Archive

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed The Cheetah Bottleneck. Here’s an excerpt from the episode: Jake: All right, let’s get it cleaned up. Cheetahs today, it’s not sperm whale, sorry. I’m going to keep this relatively short. These are just some … Read More

In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Ballantyne $BTN The Cheetah Bottleneck Cheap Company Buy-Backs Investing In Lumber Stocks Options Are Dangerous For First-Timers Earnings Yield In A Low Interest Rate Environment Getting Out Of Illiquid Stocks When You’re Poor, Money Is … Read More

In her recent interview on The Acquirers Podcast with Tobias, Linda Lebrun, Director of Finance & Investing Writer Recruitment at Substack, discussed Quality Brand Mittelstand. Here’s an excerpt from the interview: Tobias: Did you have a look at The Private Investment Brief, used to call it the Quality Brand Mittelstand? … Read More

In their latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Finding One Foot Hurdles. Here’s an excerpt from the episode: Toby: It doesn’t take away from what JT is saying. He’s saying rather than looking forward to hives, what are they called? Was it an … Read More

In her recent interview on The Acquirers Podcast with Tobias, Linda Lebrun, Director of Finance & Investing Writer Recruitment at Substack, discussed Family Owned European Stocks. Here’s an excerpt from the interview: Tobias: Yeah, that’s one of my favorite things that I look for, because I always think that he … Read More

In their latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Insect Groupthink. Here’s an excerpt from the episode: Jake: Okay, I’ve got a little bit of a shorter piece today that I’m calling Insect Decision Making. Sorry, not a sperm whale related, but we’re in … Read More

In her recent interview on The Acquirers Podcast with Tobias, Linda Lebrun, Director of Finance & Investing Writer Recruitment at Substack, discussed here journey from Portfolio Manager To Substack. Here’s an excerpt from the interview: Tobias: Let’s talk a little bit about your transition to Substack because I know you … Read More

In this episode of The Acquirers Podcast Tobias chats with Linda Lebrun, Director of Finance & Investing Writer Recruitment at Substack. During the interview Linda provided some great insights into: From Portfolio Manager To Substack Insiders That Own A Lot Of Stock Family Owned European Stocks The Quality Brand Mittelstand … Read More

In their latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Charlie Munger Buys $BABA. Here’s an excerpt from the episode: Toby: Well, should we talk about Alibaba a little bit? Bill: For sure. Toby: Does anybody know anything about Alibaba? Bill: No, it’s Chinese and … Read More

In their recent episode of The Acquirers Podcast with Tobias, Max Frumes and Sujeet Indap, co-authors of The Caesars Palace Coup discussed Elliott & Appaloosa Formidable In Distressed Debt. Here’s an excerpt from the interview: Tobias: Must be a little bit nerve wracking sitting on the other side of the … Read More

In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Charlie Munger Buys $BABA Insect Groupthink Finding One Foot Hurdles Buffett Consults The Best On Important Decisions Has Business Travel Changed Forever? Carnage Underneath The Market Finding Exposure To China Does Market Cap Matter? Value’s … Read More

In this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Undervalued Quality Resurgence. Here’s an excerpt from the episode: Toby: All right. Let me do my silly topic. I saw this tweet this morning, pretty interesting, that quality has been beaten up– everybody knows that … Read More

In their recent episode of The Acquirers Podcast with Tobias, Max Frumes and Sujeet Indap, co-authors of The Caesars Palace Coup discussed Which Creditors Get Paid First? Here’s an excerpt from the interview: Tobias: You don’t have some protect– the debt they take into the bankruptcy has certain rights for … Read More

In this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Original Value vs Expected Mean Reversion. Here’s an excerpt from the episode: Jake: One approach is what we might call original value, which is really like, I’m understanding the company’s history looking backwards, I know … Read More

In their recent episode of The Acquirers Podcast with Tobias, Max Frumes and Sujeet Indap, co-authors of The Caesars Palace Coup discussed High-Profile Chapter 11s. Here’s an excerpt from the interview: Tobias: Let’s talk a little bit about high-profile Chapter 11s. What are these Neiman, Toys“R”Us, PG&E and Hertz, what … Read More

In this episode of The Acquirers Podcast Tobias chats with Max Frumes and Sujeet Indap, co-authors of The Caesars Palace Coup. During the interview Max and Sujeet provided some great insights into: The Caesar’s Palace Coup High-Profile Chapter 11s Which Creditors Get Paid First? Elliott & Appaloosa Formidable In Distressed … Read More

In this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Adaptive Radiation. Here’s an excerpt from the episode: Jake: Today’s veggie segment is on this idea from evolutionary biology called adaptive radiation. I’ll read a couple of definitions of it that might help start us. … Read More

In his recent interview on The Acquirers Podcast with Tobias, Evan Tindell, co-founder of Bireme Capital discussed Punishing Mistakes Of Others. Here’s an excerpt from the interview: Evan: I basically think that mispricings in the market are caused by mistakes that people make. I used to be a professional poker … Read More

In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Adaptive Radiation Original Value vs Expected Mean Reversion Undervalued Quality Resurgence Implied Rates Of Change Are Mispriced In Today’s Prices Big Hwang Blows Up X ROE Is Highly Mean Reverting How To Run A 8-10 … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed If You Were Born 15 Years Later Would You Still Be A Value Investor. Here’s an excerpt from the episode: Tobias: I’ve got a question here. JT and I’ve talked about this a little bit … Read More