Tag Archive

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

In this episode of The Acquirers Podcast Tobias chats with Eric Cinnamond of Palm Valley Capital. During the interview Eric provided some great insights into: Don’t Stress It, Press It – Tilting to Growth Value Investing Parallels Between The Late 1990s And Now The Stock Market Bubble Snowball Small & … Read More

In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: GMO’s Last Dance The Challenger “O” Ring Disaster Internet Scale Businesses How To Build Out Your Circle Of Competence How To Quantify The Quality Of Management Carlota Perez’s Technological Revolutions James Surowiecki – The Wisdom … Read More

During his recent interview with Tobias, Andrew Walker, Portfolio Manager at Rangeley Capital discussed $DBX And That #2 Idea. Here’s an excerpt from the interview: Tobias: How well do you know Dropbox? Andrew: Very well. Tobias: Do you want to give us the Dropbox thesis because it looks it’s transitioned from … Read More

During his recent interview with Tobias, Andrew Walker, Portfolio Manager at Rangeley Capital discussed Why #neversell Is Cyclical. Here’s an excerpt from the interview: Tobias: Where do you fall on never sell or selling as a value guy? What’s the process? Andrew: I think you sell, but you sell– I’m not … Read More

In this episode of The Acquirers Podcast Tobias chats with Andrew Walker, Portfolio Manager at Rangeley Capital. During the interview Andrew provided some great insights into: Great Opportunities In SPACs Why #neversell Is Cyclical $DBX And That #2 Idea History Rhymes: $FB attacks $MTCH / $ANGI $IAC & $MTCH Special … Read More

 During his recent interview with Tobias, Andrew Walker, Portfolio Manager at Rangeley Capital discussed Opportunities In SPACs. Here’s an excerpt from the interview: Tobias: When I first encountered SPACs was probably a little bit more than a decade ago, when the way that you played SPACs was you found the … Read More

During his recent interview with Tobias, Andrew Wellington, Co-Founder and Managing Partner at Lyrical Asset Management discussed The Future For Value Investing. Here’s an excerpt from the interview: Tobias: You’re a deep-value guy in the mid-cap space. It’s been a mixed bag for deep value and for value in the States … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Is $TWTR Mr Market?. Here’s an excerpt from the episode: Jake: This is a good question to follow up. Is Twitter Mr. Market or not? Bill: Oh, yeah. I don’t know, man. Kind of, I … Read More

 During his recent interview with Tobias, Andrew Wellington, Co-Founder and Managing Partner at Lyrical Asset Management discussed Never Rebalance & Rarely Trim. Here’s an excerpt from the interview: Tobias: Okay, that makes sense. You’ve got a position in the portfolio, it grows pretty rapidly relative to the rest of the … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed What To Do If Value Sucks For The Next 10 Years. Here’s an excerpt from the episode: Tobias: It’s a good one for you, Jake. What do we do if value sucks for the next … Read More

During his recent interview with Tobias, Andrew Wellington, Co-Founder and Managing Partner at Lyrical Asset Management discussed Analyzability – Triaging Your Best Ideas. Here’s an excerpt from the interview: Andrew: It’s iterative process. I like to do triage. There’s some things that look good on the screen. After a little bit … Read More

In this episode of The Acquirers Podcast Tobias chats with Andrew Wellington, Co-Founder and Managing Partner at Lyrical Asset Management. During the interview Andrew provided some great insights into: Analyzability – Triaging Your Best Ideas Never Rebalance & Rarely Trim! The Future For Value Investing How To Truly Diversify Your … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Baby Carrots-Zugzwang. Here’s an excerpt from the episode: Jake: With the popularity of the Queen’s Gambit and chess apparently is all the rage right now, I thought it’d be fun to take a concept out … Read More

In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Baby Carrots-Zugzwang The Future For Value Investing Is Twitter Mr Market? Investing Model Deviations Last 5 Years Short & Long Term Investors Can Both Be Right Mark Leonard & $CSU.TO Buffett & $SNOW The ARK … Read More