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
Cantillon Trillions
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