HeLa Cells

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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

The Math On $TSLA Doesn’t Add Up

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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

Musk vs Buffett

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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

How To Build A Debiasing Strategy

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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

Hunting Alpha In Europe

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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

ARK’s Presentation On The Future

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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

$TSLA Buys $BTC

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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

Fundamental Inflection Points

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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

Sperm Whale Stoicism

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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

High Growth At A Discount

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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

Robinhood’s Trading Halt

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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

“S” Adoption Curves

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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

(Ep.102) The Acquirers Podcast: Matt Joass – Growth Maven: “S” Adoption Curves, High Growth, And The Motley Fool

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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

$GME And The WSB Short Squeeze

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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

Reversion Of The Mean Caused By Private Equity

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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

Value Is The Driver

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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

Working With Michael Price

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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