Tag Archive

In his recent interview with Tobias, Christopher Bloomstran of Semper Augustus discussed Buffett’s $AAPL Trade. Here’s an excerpt from the interview: Tobias: I’m not entirely sure when I said it, but sometime last year, I started saying that I thought that Apple trade was the greatest trade ever for a number … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Parking Cash In Berkshire. Here’s an excerpt from the podcast: Jake: He’s talking about the different buckets of investors inside of Berkshire, whether it’s institution or index or individuals. That was a great conversation or … Read More

In his recent interview with Tobias, Christopher Bloomstran of Semper Augustus discussed the Misplaced Criticism Of Berkshire. Here’s an excerpt from the interview: Tobias: What did you make of the most recent letter from Warren Buffett and Berkshire Hathaway? Chris: I thought it was terrific. You’ve had a couple years now … Read More

In this episode of The Acquirers Podcast Tobias chats with Christopher Bloomstran of Semper Augustus. During the interview Chris provided some great insights into: The Misplaced Criticism Of Berkshire Warren Buffett’s $AAPL Trade Berkshire’s Share Repurchases At The Right Price Berkshire’s Railroad & Energy Businesses Berkshire’s Use Of Leverage In … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed $BRK.A / $BRK.B and Tech. Here’s an excerpt from the podcast: Bill: The one thing that– Buffett is most definitely not a quant Robinhood investor, negative, sir. Anyway, I guess that the one thing that … Read More

In his recent interview with Tobias, Lawrence Cunningham, author of several books including The Essays of Warren Buffett, Dear Shareholder, and Quality Shareholders. discussed The Impact Of Corporate Governance On Business Judgment. Here’s an excerpt from the interview: Tobias: There used to be this principle of business judgment decision sort of being outside … Read More

In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Berkshire’s Unwillingness To Swing At Tech Taking Duration Risk Berkshire’s Equity As A 100-Year Bond The Rise Of NFT’s “Oh, I Missed It.” Parking Cash In Berkshire Undervalued Are Always The Biggest Winners Trimming $AAPL … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Bloomstran And $BRK.A. Here’s an excerpt from the podcast: Jake: Yeah. Then the last thing I want to hit was, Chris has this incredible understanding of Berkshire that he walks through, lays out all this … Read More

In his recent interview with Tobias, Lawrence Cunningham, author of several books including The Essays of Warren Buffett, Dear Shareholder, and Quality Shareholders. discussed A Solution To Proxy Plumbing. Here’s an excerpt from the interview: Tobias: I think one of the difficulties with Glass Lewis and ESS is that they almost always support … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed $Bitcoin Bulls. Here’s an excerpt from the podcast: Bill: No, it’s okay. I appreciate you setting it up. Sometimes ,my mind is very vague, and people are lost when I speak. Anyway, if you just … Read More

In his recent interview with Tobias, Lawrence Cunningham, author of several books including The Essays of Warren Buffett, Dear Shareholder, and Quality Shareholders discussed Validation Capital–When Activists Try To Seize Control, These Shareholders Come To The Rescue. Here’s an excerpt from the interview: Lawrence: The related point, then, is that when a short-term activist … Read More

In this episode of The Acquirers Podcast Tobias chats with Lawrence Cunningham, author of several books including The Essays of Warren Buffett, Dear Shareholder, and Quality Shareholders. He is also the key driver behind The Quality Shareholders Initiative. During the interview Lawrence provided some great insights into: Quality Shareholders Validation … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed $TSLA And $ARKK – The Catalysts That Break The Market. Here’s an excerpt from the podcast: Tobias: My topic is I think that there’s some risk because of the scale of ARK in the market … Read More

In his recent interview with Tobias, Ted Seides from the Capital Allocators Podcast discussed Building A Process To Make Better Investment Decisions. Here’s an excerpt from the interview: Tobias: Let’s just move on to decision-making. You’ve got this great quote at the beginning of your decision-making chapter from Drew Dickson, who … Read More

In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: $TSLA And $ARKK – The Catalysts That Break The Market $Bitcoin Bulls Bloomstran And $BRK.A Bloomstran And Lordficiation Of The Economy What Drives Valuation? The Speed Of Technological Change The Freeroll Argument How Much Cash … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Warren Buffett’s Energy Bets. Here’s an excerpt from the episode: Tobias: One of our listeners pointed out that, the Japanese trading houses that he’s bought, are all-natural gas trading and they have big natural gas … Read More

In his recent interview with Tobias, Ted Seides from the Capital Allocators Podcast discussed How Capital Allocators Approach Style-Drift. Here’s an excerpt from the interview: Tobias: Yeah. One of the things that I observe in value in particular, just because it’s been such a long rough run for value, is there’s … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Morality In Investing. Here’s an excerpt from the episode: Bill: Yeah, I don’t know. I mean, I guess you could– it can all go into morality. I tweeted out about Altria, and I’m not like … Read More

In his recent interview with Tobias, Ted Seides from the Capital Allocators Podcast discussed That Bet With Buffett. Here’s an excerpt from the interview: Ted: That was it. We’re going way back now. This was the summer of 2007, and to put the markets into context, I was running a hedge … Read More

In this episode of The Acquirers Podcast Tobias chats with Ted Seides from the Capital Allocators podcast. He’s also written a brand-new book called Capital Allocators. During the interview Ted provided some great insights into: That Bet With Buffett How Capital Allocators Approach Style-Drift Building A Process To Make Better … Read More