Tag Archive

In his recent interview on The Acquirers Podcast with Tobias, Evan Tindell, co-founder of Bireme Capital discussed Finding The Next ‘LeBron’ Stock. Here’s an excerpt from the interview: Evan: I think it’s just the old adage of a good thing taken too far, like a kernel of truth taken to … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Paul Graham’s Axioms. Here’s an excerpt from the episode: Jake: Paul Graham. Do you guys have much experience with any of his work or ideas? Tobias: When I was a tech M&A lawyer in San … Read More

In his recent interview on The Acquirers Podcast with Tobias, Evan Tindell, co-founder of Bireme Capital discussed Value Investing: Quality At A Reasonable Price. Here’s an excerpt from the interview: Tobias: Quality is one that I still struggle with a little bit because I see the– there is this– quality … Read More

In this episode of The Acquirers Podcast Tobias chats with Evan Tindell, co-founder of Bireme Capital. During the interview Evan provided some great insights into: Value Investing: Quality At A Reasonable Price Finding The Next ‘LeBron’ Stock From Poker Pro To Value Investor Punishing The Mistakes Of Other Investors What … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed the Risks And Rewards Of Concentration. Here’s an excerpt from the episode: Tobias: I’ll take it away, because I’ve got the conch and I’m always lazy and I finally prepared something, so here I guess. … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Company Bailouts. Here’s an excerpt from the episode: Jake: I guess, I would prefer the world to look more nature looks like, where systemic problems get cleared more regularly and instead, we sweep them all … Read More

In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: The Risks And Rewards Of Concentration Paul Graham’s Axioms If You Were Born 15 Years Later Would You Still Be A Value Investor Price Is Not A Valid Reason To Sell Never Sell Was The … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Airlines At Ludicrous Speed. Here’s an excerpt from the episode: Tobias: Well, this is my topic. Let’s jump into what I was going to talk about. I saw a tweet today that said the Jets, … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Testosterone In Investing. Here’s an excerpt from the episode: Jake: This week, we’re going to be talking about testosterone in investing. Bill: This is good on the back of talking about punting. It’s a good … Read More

In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Testosterone In Investing Airlines At Ludicrous Speed Surely Price Matters Eventually Company Bailouts Value Guys Are Low T Women Are Better Investors So Many Stocks Ripping No Left Tail Small, Cheap, Junk Next Week’s Anniversary … Read More

In his recent interview with Tobias, Adrian Saville, Chief Executive at Cannon Asset Management discussed $NPSNY, $TCEHY & Holdcos. Here’s an excerpt from the interview: Tobias: One of the unusual features of the South African market is that it is largely resource-based market. I’m familiar with markets like that, because I … Read More

In his recent interview with Tobias, Adrian Saville, Chief Executive at Cannon Asset Management discussed Neutralizing Macro Risks. Here’s an excerpt from the interview: Adrian: Globally, when we’re building our global portfolio, what we try and remove, and this is very, very deliberate, is we try and remove macro risk. That … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed $TYL vs $DJCO. Here’s an excerpt from the podcast: Bill: No, it’s Tyler. They do a lot of the payment stuff for governments. I was reading Morningstar writing about them. I haven’t done deep work, … Read More

In his recent interview with Tobias, Adrian Saville, Chief Executive at Cannon Asset Management discussed The African Century. Here’s an excerpt from the interview: Tobias: It’s long been said that there’s an African century coming. Do you feel that it is in fact here? I don’t know what has changed, but … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Small, Cheap, Junk Rally. Here’s an excerpt from the podcast: Tobias: There are big moves going on under the surface of the market, the market at the moment is basically at all-time highs. It fell … Read More

In this episode of The Acquirers Podcast Tobias chats with Adrian Saville, Chief Executive at Cannon Asset Management. During the interview Adrian provided some great insights into: Deep Value + Quality Sticking With Your Process The African Century Neutralizing Big Macro Risks $NPSNY, $TCEHY & Holdcos Dealing With Accounting & … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Bonsais and Investing. Here’s an excerpt from the podcast: Jake: All right, so shoutout to John Chu, who’s a listener who sent me a really nice writeup on this topic. I’m basically just going to … Read More

In his recent interview with Tobias, Christopher Bloomstran of Semper Augustus discussed $BRK.B’s Share Repurchases . Here’s an excerpt from the interview: Tobias: There’s a few points in there. One of them is, he spent a little bit of time in this letter defending the conglomerate structure, and he spent a … Read More

In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Bonsais and Investing Portfolio Management Small, Cheap, Junk Rally $TYL vs $DJCO Trying To Find Uncorrelated Bets The Interest Rate Spike Value Does Better In A Rising Rate Environment Tesla’s Biggest Daily Rise In A … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed The Biggest Winners Are Undervalued . Here’s an excerpt from the podcast: Tobias: Yeah, I do lots of things in addition to trying to– When I look back over various backtests and look at things … Read More