Tag Archive

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed $ZM Fatigue & Growth Forecasts. Here’s an excerpt from the episode: Bill: Here’s what I don’t understand on Zoom. Okay. You’ve got huge growth this year, huge. 262%, okay, to $2 billion, we’re trading in … Read More

As part of our ‘Best of 2020 Acquirers Podcast Series’, earlier this year Tobias had a great interview with Ian Cassel. Ian is the Founder of MicroCapClub and Intelligent Fanatics Capital Management. He specialises in micro-cap investing, and believes that the key to outsized returns is finding great companies early, because all great … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Stunning Valuations $TTD, $PTON. Here’s an excerpt from the episode: Tobias: I went through some of the names that people have thrown out on the podcast, on my other podcast, just to sort of see, … Read More

As part of our ‘Best of 2020 Acquirers Podcast Series’, earlier this year Tobias had a great interview with Dan McMurtrie. He’s the Founder of the Long/Short hedge fund Tyro Partners and Bangladesh VC fund – Anchorless Bangladesh. He’s also written the modern male millennial version of Carrie Bradshaw’s Sex and the City … Read More

As part of our ‘Best of 2020 Acquirers Podcast Series’, earlier this year Tobias had a great interview with Cliff Asness, Co-Founder of AQR. During the interview Cliff provided some great insights into: Systematic Value Investing Do Fundamentals Still Matter? Does Price-To-Book Still Work? Is There A Correlation Between Value Investing … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed High-Growth Reinvestment. Here’s an excerpt from the episode: Tobias: Yes. I’ve been looking at some of the better-performed businesses out there, just try and back into some of the valuations and see what’s interesting. Basically, … Read More

In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: High-Growth Reinvestment Magic Numbers Active Investment Create A Buy List Stunning Valuations $TTD, $PTON $ZM Fatigue & Growth Forecasts $SPOT v YouTube $DISCA Streaming Wars $BABA Subsidiaries Bundling The Food Network & $QRTEA Superforecasting – … Read More

During his recent interview with Tobias, Elliot Turner, Managing Partner at RGA Investment Advisors and Twitter guru discussed Valuing $PYPL. Here’s an excerpt from the interview: Tobias: Right. I want to change gears a little bit because we’re going to run out of time, but I really wanted to talk to … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed $SPR & Investor Behavior. Here’s an excerpt from the episode: Bill: Yeah. I don’t know, I’ve been thinking about this Spirit AeroSystems thing and why I thought I saw it, I think I did see … Read More

During his recent interview with Tobias, Elliot Turner, Managing Partner at RGA Investment Advisors and Twitter guru discussed Valuing $TWTR. Here’s an excerpt from the interview: Tobias: Can you break down how you think about the valuation of Twitter for us? What the drivers that we should be looking at as … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Solitude & Leadership. Here’s an excerpt from the episode: Jake: Yeah. All right. So, this veggie segment is called Solitude and Leadership, and that’s the name of a paper and a talk actually, that William … Read More

 During his recent interview with Tobias, Elliot Turner, Managing Partner at RGA Investment Advisors and Twitter guru discussed Low-Turnover Compounding. Here’s an excerpt from the interview: Tobias: How do you characterize what you do now? How would you describe an optimal opportunity or your process for getting to that optimal … Read More

In this episode of The Acquirers Podcast Tobias chats with Elliot Turner, Managing Partner at RGA Investment Advisors. He is the Twitter guru. During the interview Elliot provided some great insights into: Low-Turnover Compounding Valuing $TWTR Valuing $PYPL Why $TWTR Is More Sticky Kant’s Categorical Imperative $TWTR Doesn’t Compete With … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed The Fear & Greed Index. Here’s an excerpt from the episode: Tobias: I don’t mind, I’ll take it away because I’ve got a show on here. Fear & Greed. Got to give a shoutout to … Read More

In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: The Fear & Greed Index Solitude & Leadership $SPR & Investor Behavior Your Favorite Buffett Deal The Opportunity Cost Of Buying Bitcoin Mauboussin – Process vs Outcomes Inevitable Businesses Bill Miller’s Early Calls Fading FANMAG’s … Read More

As part of our ‘Best of 2020 Acquirers Podcast Series’, earlier this year Tobias had a great interview with Christopher Bloomstran, President and CIO of Semper Augustus Investments Group, a fundamental, value-driven firm that manages concentrated equity portfolios of well-run, well-capitalized businesses. During the interview Chris provided some great insights into: Berkshire … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Buffett’s Hitting Coach Munger. Here’s an excerpt from the episode: Tobias: I’ve said this to you guys before, but I think that Munger is one of the great hitting coaches. Buffett is Tiger Woods, and … Read More

As part of our ‘Best of 2020 Acquirers Podcast Series’, earlier this year Tobias had a great interview with Brian Bares.  He’s the Founder of Bares Capital Management and author of The Small-Cap Advantage. During the interview Brian provided some great insights into: Your Variant Perception To The Market DCF Is The Least … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed why Investors Should Be Thankful. Here’s an excerpt from the episode: Jake: All right. It being Thanksgiving in the US, I thought it would be fitting for us to go through some of the reasons … Read More

As part of our ‘Best of 2020 Acquirers Podcast Series’, earlier this year Tobias had a great interview with Andrew Wilkinson, co-founder of Tiny, which is a holding company for wonderful internet businesses. During the interview Andrew provided some great insights into: Tiny – The Holding Company For Wonderful Internet Businesses Howard … Read More