Tag Archive

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed The Apocryphal Pig Farmer. Here’s an excerpt from the episode: Tobias: Well, he’s doing it on a case-by-case basis, I guess, rather than like me saying, “Wait for the fear and greed indicator that tick … 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 Thrift Conversions Are Classic Value Investing. Here’s an excerpt from the interview: Tobias: That’s two of my favorite things, undervalued stocks with … 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 Thrifts – Getting Top Professionals To Work For You For Free. Here’s an excerpt from the interview: Tobias: They were looking … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Pabrai And Marks Abandon Deep Value. Here’s an excerpt from the episode: Tobias: I think that there’s some names in there. I look at Microsoft in my list of the little quality string that I … Read More

In this episode of The Acquirers Podcast Tobias chats with Jim Royal Ph D. He’s the author of The Zen of Thrift Conversions: How To Turn Hidden Bank Stocks Into Big Gains. During the interview Jim provided some great insights into: Understanding Thrift Conversions Thrifts – Supercharge Your Returns By … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Ketchup Physics. Here’s an excerpt from the episode: Jake: All right, so this veggie segment is called Ketchup Physics. I actually have a little thing of ketchup here, just for fun, and it’s Heinz, so … Read More

In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Ketchup Physics Pabrai And Marks Abandon Deep Value Value vs Quality Assuming The Multiple Fade Charles Mackay – Men Go Mad In Herds Buffett Market Timing We’re In Crazy Buying $MSFT Early The Apocryphal Pig … Read More

During his recent interview with Tobias, Jim Carroll, the @vixologist on Twitter and Senior Vice President and Portfolio Manager at Toroso Advisors, discussed Volmageddon or The Volpocalypse. Here’s an excerpt from the interview: Tobias: Have you seen any changes to the behavior of VIX or the term structure over the … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Invincible Stocks & Fragile Businesses. Here’s an excerpt from the episode: Tobias: That’s the challenge. If you look at the big winners that we’ve had over the last– I guess Tesla’s not an example, because … Read More

 During his recent interview with Tobias, Jim Carroll, the @vixologist on Twitter and Senior Vice President and Portfolio Manager at Toroso Advisors, discussed From Value Investor To Vixologist. Here’s an excerpt from the interview: Tobias: You’re a volatility guy, and you are the Vixologist on Twitter, which is a … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed JPM’s Wide Value Spread. Here’s an excerpt from the episode: Tobias: This is a nice segue into my topic. I said everything I was going to say the intro, I’ll rehash it again. Just [unintelligible … Read More

During his recent interview with Tobias, Jim Carroll, the @vixologist on Twitter and Senior Vice President and Portfolio Manager at Toroso Advisors, discussed The Vol Tsunami Of 2020. Here’s an excerpt from the interview: Tobias: Last year was an interesting year in volatility, which is not always true. Not every … Read More

In this episode of The Acquirers Podcast Tobias chats with Jim Carroll. He’s the @vixologist on Twitter and Senior Vice President and Portfolio Manager at Toroso Advisors. During the interview Jim provided some great insights into: The Volatility Complex The Vol Tsunami Of 2020 From Value Investor To Vixologist Volmageddon … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed The St. Petersburg Paradox. Here’s an excerpt from the episode: Jake: I’ve observed the poorest third of Americans buy more than half of the lottery tickets. I’ve always scoffed at that and been cynical that … Read More

In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: The St. Petersburg Paradox JPM’s Wide Value Spread Risk And Valuation Invincible Stocks & Fragile Businesses Dotcom 1.0s Trading Cheap $AZO & $ORLY Buybacks $IBM Shrinking $SPGI Capital Allocation Low Interest Rates & Banks Wealth … Read More

During his recent interview with Tobias, Eric Cinnamond of Palm Valley Capital discussed The Stock Market Snowball. Here’s an excerpt from the interview: Tobias: It sounds to me that the two causes in your mind of what’s happening in the markets. First of all, it’s the Fed just pinning rates … Read More

During his recent interview with Tobias, Eric Cinnamond of Palm Valley Capital discussed Value Investing Parallels: The Late 1990s And Now. Here’s an excerpt from the interview: Tobias: What are the parallels and the differences between the late 1990s and now? Eric: Well, I think the similarities are that value … Read More

 During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Internet Scale Businesses. If you are also managing an online business, you may consider working with online reputation management companies to help improve your brand reputation. Here’s an excerpt from the episode: Bill: Going … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed The Challenger “O” Ring Disaster. Here’s an excerpt from the episode: Jake: We’ll keep going with this, is that I was reading through his– he has a report on the Challenger disaster. He was part … Read More

During his recent interview with Tobias, Eric Cinnamond of Palm Valley Capital discussed Don’t Stress It, Press It: Tilt to Growth. Here’s an excerpt from the interview: Tobias: I read your latest blog post, your latest piece that came out on 29 December, and you were talking about a discussion that … Read More