Tag Archive

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

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed HeLa Cells. Here’s an excerpt from the episode: Jake: [chuckles] All right, so 1951, this black woman, mother of five, named Henrietta Lacks visits John Hopkins Hospital. At that time, Johns Hopkins was one of … Read More

In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: HeLa Cells Morality In Investing Buffett’s Energy Bets Inflation Fears Is $MO Worse Than $FB? $CSU Suspends Dividends Value Investing & Inflation How To Assess Corporate Culture Invincible Industrialists T. Rowe Price – New Hedge … Read More

In his recent interview with Tobias, Drew Dickson of Albert Bridge. discussed The Math On $TSLA Doesn’t Add Up. Here’s an excerpt from the interview: Mine is it would keep me away from owning something like Tesla, unfortunately, because I can’t get there, even in the most– Toyota and Volkswagen … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Musk vs Buffett. Here’s an excerpt from the episode: Tobias: What about this view that Musk is this incredible industrialist that he’s Tesla’s Holding Company of all these different business lines and just buying some … Read More

In his recent interview with Tobias, Drew Dickson of Albert Bridge discussed How To Build A Debiasing Strategy. Here’s an excerpt from the interview: Drew: Whereas you can find winners and losers within the healthcare equipment space or within media or technology or industrials pretty easily. Easily, you can identify … Read More

In his recent interview with Tobias, Drew Dickson of Albert Bridge discussed Hunting Alpha In Europe. Here’s an excerpt from the interview: Tobias: What’s your universe, in terms– so it’s Europe, but it’s anywhere in Europe, and then do you care about your geographic concentration or diversification or that’s just … Read More