Tag Archive

During his recent interview with Tobias, Matthew Peterson, Managing Partner at Peterson Capital Management discussed Value Investing Using An Options Framework. Here’s an excerpt from the interview: Matthew: Okay, well, let’s start. So fundamentally, we’re a long-term value-based fund. All of the standard protocols you would affiliate with a value fund, you … Read More

In this episode of The Acquirers Podcast Tobias chats with Scott Jackson. He’s the Chief Investment Officer of Ravenwood Capital Management. During the interview Scott provided some great insights into: Using Mauboussin’s BAIT Strategy To Land Winners How Investors Can Use Freedom of Information Requests To Find Red Flags Combine … Read More

In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Dan Loeb On Strategy Buy Now, Pay Later QVC & HSN Cocker Spandrels The Impact Of Protecting Your Downside Should Telsa Buy $FCAU Greenblatt’s Top Holdings Discovery, Shark Week, And Deadliest Catch Which Discount Rate … Read More

During his recent interview with Tobias, Francisco Olivera, President of Arevilo Capital Management discussed John Malone And The Art Of Capital Allocation. Here’s an excerpt from the interview: Tobias: When Bill introduced us, he said, you’ve got to talk to Frank. You’ve got to talk to him about Malone and … Read More

During his recent interview with Tobias, Francisco Olivera, President of Arevilo Capital Management discussed how Capital Structure Tells You A Lot About Good Management. Here’s an excerpt from the interview: Tobias: Let’s talk a little bit about the capital structure. That’s the third thing you– What are you looking for … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Why Buffett Passed On $MSFT. Here’s an excerpt from the episode: Bill: John Huber posted on December 19th of 2019. He recently tweeted about it, about Warren Buffett’s 1997 email exchange on Microsoft. Notice how I’m … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Buffett Buys $GOLD. Here’s an excerpt from the episode: Tobias: Yeah, let’s segue. I’m reading Chris Bloomstran’s because Chris follows Berkshire closer than anybody else. It’s interesting, Berkshire upped their buyback but sold a whole … Read More

During his recent interview with Tobias, Francisco Olivera, President of Arevilo Capital Management discussed Taking A Concentrated Position That You Can Hold For 5+ Years. Here’s an excerpt from the interview: Tobias: Bill has this great line. He said, “Francisco is the pickiest investor I know,” in a good way. … Read More

In this episode of The Acquirers Podcast Tobias chats with Francisco Olivera. He’s the President of Arevilo Capital Management. During the interview Francisco provided some great insights into: Take A Concentrated Position That You Can Hold For 5+ Years Capital Structure Tells You A Lot About A Business John Malone And … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Montier’s Reasons (NOT) To Be Cheerful. Here’s an excerpt from the episode: Jake: So, one of the things that I really like about James Montier is that all of his work is based on the … Read More

In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: James Montier’s Reasons (NOT) To Be Cheerful Buffett Buys GOLD Buffett’s Pass On Microsoft In 1997 Investing With OPM Is So Hard! Low-Key Superinvestor – Sardar Biglari Investors Should Be Studying Dan Loeb Tesla’s Universal … Read More

During his recent interview with Tobias, Brian Bares, Founder of Bares Capital Management discussed Wide Moat Companies And How To Find Them. Here’s an excerpt from the interview: Tobias: Yeah, you slightly foreshadowed where I was going to go next. That was what I wanted to dive into. Let’s talk about … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed why a U.S Airline Recovery May Not Happen Any Time Soon. Here’s an excerpt from the episode: Tobias: Yeah. What about the fact that Precision Castparts has knocked off a third of their workforce, which … Read More

During his recent interview with Tobias, Brian Bares, Founder of Bares Capital Management discussed why DCF Is The Least Reliable Part of a Manager’s Process. Here’s an excerpt from the interview: Tobias: Let’s talk about valuation for a little bit. Your favorite DCF– and you have some hedging around that. But … Read More

During his recent interview with Tobias, Brian Bares, Founder of Bares Capital Management discussed his Variant Perception. Here’s an excerpt from the interview: Brian: The landscape was moving. It was moving from this 60-40 stocks, bonds kind of implementation, to what is now known as the endowment model. It was … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Cantillon Trillions. Here’s an excerpt from the episode: Jake: If you read the news at all, you see this concept of a trillion thrown around all over the place. I find it funny because I … Read More