Tag Archive

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed ARK’s Presentation On The Future. Here’s an excerpt from the episode: Jake: Okay. After a decade of sucking my thumb apparently, I’ve been working on having more right tail consciousness. Think about how things can … Read More

In this episode of The Acquirers Podcast Tobias chats with Drew Dickson of Albert Bridge. During the interview Drew provided some great insights into: Hunting Alpha In Europe The DCF is the Randy Watson of Valuation Voting Machine Or Weighing Machine How To Build A Debiasing Strategy Narrative Driven Markets … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed $TSLA Buys $BTC. Here’s an excerpt from the episode: Tobias: Yeah, I’m going to do more of the no structure, no topic, although I did see Tesla bought bitcoin. I know that everybody’s sick and … Read More

During his recent interview with Tobias, Matt Joass from Maven Funds discussed Fundamental Inflection Points. Here’s an excerpt from the interview: Matt: But thankfully, the new website at least you can filter by industry, which is one of the main things I’m trying to chuck out, like the mining explorers, and … Read More

In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: $TSLA Buys $BTC ARK’s Presentation On The Future Musk vs Buffett Robinhood Should Invest In Customer Service The Best Way To Get Right Tail Is Not To Sell Undervalued Anthony Deden We’re Late Cycle David … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Sperm Whale Stoicism. Here’s an excerpt from the episode: Jake: [laughs] All right. This little segment is called Sperm Whale Stoicism. I don’t know if you guys know a whole lot about sperm whales, but … Read More

During his recent interview with Tobias, Matt Joass from Maven Funds discussed High Growth At A Discount. Here’s an excerpt from the interview: Tobias: What’s an ideal position? You’re hunting initially in small and micro, looking for high growth, conducting some DCF valuation. You’re assuming quite a lot of growth, but … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Robinhood’s Trading Halt. Here’s an excerpt from the episode: Jake: Do you guys have any thoughts on the shutdown of trading and stopping order flow? Bill: Oh, yeah, that I did. I am sympathetic. This … Read More

During his recent interview with Tobias, Matt Joass from Maven Funds discussed “S” Adoption Curves. Here’s an excerpt from the interview: Matt: Yeah. We think a lot about the limiting factor of the business. One of the big areas we disagree, I think the whole framework of how we think about … Read More

In this episode of The Acquirers Podcast Tobias chats with Matt Joass from Maven Funds. During the interview Matt provided some great insights into: “S” Adoption Curves High Growth At A Discount Fundamental Inflection Points Looking For Power Law Winners Merging Value & Growth Catching Fundamental Multibaggers Behavioural Moonshots Villagers … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed $GME And The WSB Short Squeeze. Here’s an excerpt from the episode: Tobias: Do you guys have any thoughts on GameStop? Bill: Yeah, I do. Allow me to– Tobias: Is that your rant? Bill: Yes. … Read More

During his recent interview with Tobias, Michael Mitchell, who is IgnoreNarrative on Twitter discussed Reversion Of The Mean Caused By Private Equity. Here’s an excerpt from the interview: Tobias: I couldn’t agree more, and I had a similar experience. The first decade of the 2000s, I watched all the really … Read More

When it comes to investing and making informed decisions, having the right guidance and insights can be crucial. Just like navigating the complex world of finance, safe driver Dubai provides a reliable and knowledgeable service to ensure a smooth and secure journey. Similarly, in the VALUE: After Hours Podcast, financial … Read More

During his recent interview with Tobias, Michael Mitchell, who is IgnoreNarrative on Twitter discussed Working With Michael Price. Here’s an excerpt from the interview: Tobias: How did that all come about? How did you get started? How did it happen? Michael: I started my career in 2004. Well, really, I … Read More

 During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed $GME And Wall Street Bets. Here’s an excerpt from the episode: Bill: I’ll talk about Game because that’s what people want to hear about. Tobias: GameStop? Bill: Yeah. Jake: Getting GameStopped. Tobias: That’s the … Read More

During his recent interview with Tobias, Michael Mitchell, who is IgnoreNarrative on Twitter discussed why Paying A Low Multiple For Cashflows Is The Right Choice. Here’s an excerpt from the interview: Michael: Well, it almost, for me, as I look at the world today, as long as you have the … Read More

In this episode of The Acquirers Podcast Tobias chats with Michael Mitchell. He’s IgnoreNarrative on Twitter, and a former partner in a hedge fund. During the interview Michael provided some great insights into: The Simplest Form Of Investing Paying A Low Multiple For Cashflows Is The Right Choice Working With … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Gored Bullfighters. Here’s an excerpt from the episode: Jake: Yeah, I’ve got kind of a fun one today, maybe. My topic today is about bullfighting. I don’t know if you guys know but Ernest Hemingway … Read More

During his recent interview with Tobias, Jim Royal Ph D, the author of The Zen of Thrift Conversions: How To Turn Hidden Bank Stocks Into Big Gains, discussed Valuing Thrifts. Here’s an excerpt from the interview: Tobias: Let’s say you find one of these opportunities, how do you then size … Read More

In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Gored Bullfighters $GME And Wall Street Bets Value Is The Driver How Big To Swing At The Right Pitch Pabrai’s Transformation Phil Fisher’s 800 Positions Hitting Monster Compounders Chewy Founder Ryan Cohen Robert Chapman’s Nastygrams … Read More