Podcasts
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Tesla’s AccountingDuring his recent interview on The Acquirers Podcast with Tobias, Jamie Powell, reporter at FT Alphaville discussed Tesla’s Accounting. Here’s an excerpt from the interview: Jam…- Exposing Solutions 30During his recent interview on The Acquirers Podcast with Tobias, Jamie Powell, reporter at FT Alphaville discussed Exposing Solutions 30. Here’s an excerpt from the interview: …
- Wirecard – Exposing The Biggest Financial Fraud Case Since EnronDuring his recent interview on The Acquirers Podcast with Tobias, Jamie Powell, reporter at FT Alphaville discussed Wirecard – Exposing The Biggest Financial Fraud Case Since En…
- (Ep.124) The Acquirers Podcast: Jamie Powell – Alphaville: Reporting For The FT Alphaville BlogIn this episode of The Acquirers Podcast, Tobias chats with Jamie Powell, reporter at FT Alphaville. During the interview Jamie provided some great insights into: Wirecard – Exp…
Buy A Basket Of Opportunities In their recent episode of the VALUE: After Hours Podcast, Taylor, Mitchell, and Carlisle discussed Buying A Basket Of Opportunities. Here’s an excerpt from the episode: Tobia…- This Is The Best Environment For Housing Ever!In their recent episode of the VALUE: After Hours Podcast, Taylor, Mitchell, and Carlisle discussed This Is The Best Environment For Housing Ever. In today’s market, it’s clear …
Mining Royalties vs StreamsDuring his recent interview on The Acquirers Podcast with Tobias, Spencer Cole, CIO at Vox Royalty discussed Mining Royalties vs Streams. Here’s an excerpt from the interview: T…- U.S Investors Expecting 17.5% Long-Term ReturnsIn their recent episode of the VALUE: After Hours Podcast, Taylor, Mitchell, and Carlisle discussed U.S Investors Expecting 17.5% Long-Term Returns. Here’s an excerpt from the e…
- How To Value Royalty CompaniesDuring his recent interview on The Acquirers Podcast with Tobias, Spencer Cole, CIO at Vox Royalty discussed How To Value Royalty Companies. Here’s an excerpt from the interview…
- The Best Commodity Play Is Mining Royalty Investment CompaniesDuring his recent interview on The Acquirers Podcast with Tobias, Spencer Cole, CIO at Vox Royalty discussed Why The Best Commodity Play Is Mining Royalty Investment Companies. …
- David Einhorn: Value Stocks Starved Of CapitalIn their recent episode of the VALUE: After Hours Podcast, Taylor, Mitchell, and Carlisle discussed David Einhorn’s Q2 2021 Letter. Here’s an excerpt from the episode: Tobias: I…
- (Ep.123) The Acquirers Podcast: Spencer Cole – Metal Royalty, Investing In Precious Metals Royalty And StreamingIn this episode of The Acquirers Podcast, Tobias chats with Spencer Cole, CIO at Vox Royalty. During the interview Spencer provided some great insights into: The Best Commodity …
- The Real Cause Of The Lumber SpikeIn their recent episode of the VALUE: After Hours Podcast, Taylor, Mitchell, and Carlisle discussed The Real Cause Of The Lumber Spike. Here’s an excerpt from the episode: Micha…
- VALUE: After Hours (S03 E29): Lumber; Einhorn’s Greenlight Letter; 17.5% Yearly Return ExpectationsIn this episode of the VALUE: After Hours Podcast, Jake Taylor, Mike Mitchell, and Tobias Carlisle chat about: The Real Cause Of The Lumber Spike David Einhorn’s Q2 2021 Letter …
The El Farol Bar ProblemIn their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed The El Farol Bar Problem. Here’s an excerpt from the episode: Jake: This is t…- Investing Lessons From Scott, Scurvy & Vitamin CIn their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Investing Lessons From Scott, Scurvy & Vitamin C. Here’s an excerpt from the …
- Popular Factors Underperform In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Popular Factors Underperform. Here’s an excerpt from the episode: Jake: The…
- Value Investors Misunderstand LeverageIn their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Value Investors Misunderstand Leverage. Here’s an excerpt from the episode: B…