Podcasts
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Crypto Net-NetsIn their recent episode of the VALUE: After Hours Podcast, Braziel, Hoffstein, and Carlisle discussed Crypto Net-Nets. Here’s an excerpt from the episode: Tobias: You want to ta…
VALUE: After Hours (S03 E19): Crypto Special Situation, Value vs Growth and Momentum, Wild SwingsIn this episode of the VALUE: After Hours Podcast, Thomas Braziel, Corey Hoffstein, and Tobias Carlisle chat about: Crypto Net-Nets Growth Got Crushed Crypto Arbitrage $ARKK Dro…
The Impact Of Crypto On GoldDuring his recent interview on The Acquirers Podcast with Tobias, Sean Fieler, CIO of Equinox Partners discussed The Impact Of Crypto On Gold. Here’s an excerpt from the intervi…
Should You Get Paid For Holding $BRK.A?In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Should You Get Paid For Holding $BRK.A? Here’s an excerpt from the episode: T…
Is It Better To Buy Gold Or Gold Mining Companies?During his recent interview on The Acquirers Podcast with Tobias, Sean Fieler, CIO of Equinox Partners discussed whether It Is Better To Buy Gold Or Gold Mining Companies. Here’…
Which Berkshire Business Would You Sell Off Assuming No Tax Hits?In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Which Berkshire Business Would You Sell Off Assuming No Tax Hits? Here’s an e…
Value Investing In Gold MinersDuring his recent interview on The Acquirers Podcast with Tobias, Sean Fieler, CIO of Equinox Partners discussed Value Investing In Gold Miners. Here’s an excerpt from the inter…
(Ep.114) The Acquirers Podcast: Sean Fieler – Gold Value – Gold, Gold Mining, Activism, And InflationIn this episode of The Acquirers Podcast, Tobias chats with Sean Fieler, CIO of Equinox Partners. During the interview Sean provided some great insights into: Value Investing In…
How Many Of The Top Companies Will Be Around In 30 Years?In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed How Many Of The Top Companies Will Be Around In 30 Years? Here’s an excerpt f…
Creating Cigar-Butts In Deep Value Special Situations InvestingDuring his recent interview on The Acquirers Podcast with Tobias, Dan Zwirn, CEO of Arena Investors LP discussed Creating Cigar-Butts In Deep Value Special Situations Investing.…
VALUE: After Hours (S03 E18): Warren Buffett’s Berkshire Hathaway Annual Meeting And TransformersIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Key Takeaways From The Berkshire Annual Meeting How Many Of The Top Companies Will …
Holding Multi-Baggers Means 30%, 40%, 50% DrawdownsIn their recent episode of the VALUE: After Hours Podcast, Taylor, Cassel, and Carlisle discussed If You Want To Hold A Multi-bagger, You Have To Hold A Multi-bagger. Here’s an …
Building A Buffett-Style Money MachineDuring his recent interview on The Acquirers Podcast with Tobias, Dan Zwirn, CEO of Arena Investors LP discussed Building A Buffett-Style Money Machine. Here’s an excerpt from t…
Modern Ben Graham InvestingDuring his recent interview on The Acquirers Podcast with Tobias, Dan Zwirn, CEO of Arena Investors LP discussed Modern Ben Graham Investing. Here’s an excerpt from the intervie…
The Calendar PortfolioIn their recent episode of the VALUE: After Hours Podcast, Taylor, Cassel, and Carlisle discussed The Calendar Portfolio. Here’s an excerpt from the episode: Tobias: I have done…
(Ep.113) The Acquirers Podcast: Dan Zwirn – Modern Graham, Deep Value Global Special Situations, Asset, And Credit InvestmentsIn this episode of The Acquirers Podcast, Tobias chats with Dan Zwirn, CEO of Arena Investors LP. During the interview Dan provided some great insights into: Modern Ben Graham I…
Investing Lessons From FalconryIn their recent episode of the VALUE: After Hours Podcast, Taylor, Cassel, and Carlisle discussed Investing Lessons From Falconry. Here’s an excerpt from the episode: Jake: All …
VALUE: After Hours (S03 E17): Vale Charles De Vaulx, Falconry, and Journaling, InversionIn this episode of the VALUE: After Hours Podcast, Taylor, Cassel, and Carlisle chat about: Vale Charles De Vaulx Investing Lessons From Falconry The Calendar Portfolio If You W…