Podcasts
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Family Owned European StocksIn her recent interview on The Acquirers Podcast with Tobias, Linda Lebrun, Director of Finance & Investing Writer Recruitment at Substack, discussed Family Owned European Stock…
Insect GroupthinkIn their latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Insect Groupthink. Here’s an excerpt from the episode: Jake: Okay, I’ve got a l…- Portfolio Manager To SubstackIn her recent interview on The Acquirers Podcast with Tobias, Linda Lebrun, Director of Finance & Investing Writer Recruitment at Substack, discussed here journey from Portfolio…
- (Ep.110) The Acquirers Podcast: Linda Lebrun – Substacking: From Portfolio Manager To Fintech, Fintwit And SubstackIn this episode of The Acquirers Podcast Tobias chats with Linda Lebrun, Director of Finance & Investing Writer Recruitment at Substack. During the interview Linda provided some…
- Charlie Munger Buys $BABAIn their latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Charlie Munger Buys $BABA. Here’s an excerpt from the episode: Toby: Well, shou…
Elliott & Appaloosa Formidable In Distressed DebtIn their recent episode of The Acquirers Podcast with Tobias, Max Frumes and Sujeet Indap, co-authors of The Caesars Palace Coup discussed Elliott & Appaloosa Formidable In Dist…- VALUE: After Hours (S03 E14): Bill’s Rant, Charlie Munger Buys Alibaba $BABA, Ant And Bee IntelligenceIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Charlie Munger Buys $BABA Insect Groupthink Finding One Foot Hurdles Buffett Consul…
Undervalued Quality ResurgenceIn this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Undervalued Quality Resurgence. Here’s an excerpt from the episode: Toby: All …- Which Creditors Get Paid First?In their recent episode of The Acquirers Podcast with Tobias, Max Frumes and Sujeet Indap, co-authors of The Caesars Palace Coup discussed Which Creditors Get Paid First? Here’s…
- Original Value vs Expected Mean ReversionIn this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Original Value vs Expected Mean Reversion. Here’s an excerpt from the episode:…
- High-Profile Chapter 11sIn their recent episode of The Acquirers Podcast with Tobias, Max Frumes and Sujeet Indap, co-authors of The Caesars Palace Coup discussed High-Profile Chapter 11s. Here’s an ex…
- (Ep.109) The Acquirers Podcast: Max Frumes & Sujeet Indap – Caesar’s Coup: Value Investing, Corporate Restructuring, Debt & A Bankruptcy BrawlIn this episode of The Acquirers Podcast Tobias chats with Max Frumes and Sujeet Indap, co-authors of The Caesars Palace Coup. During the interview Max and Sujeet provided some …
- Adaptive RadiationIn this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Adaptive Radiation. Here’s an excerpt from the episode: Jake: Today’s veggie s…
Punishing Mistakes Of OthersIn his recent interview on The Acquirers Podcast with Tobias, Evan Tindell, co-founder of Bireme Capital discussed Punishing Mistakes Of Others. Here’s an excerpt from the inter…- VALUE: After Hours (S03 E13): Adaptive Radiation, Undervalued Quality Resurgence, Big Hwang Blows UpIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Adaptive Radiation Original Value vs Expected Mean Reversion Undervalued Quality Re…
If You Were Born 15 Years Later Would You Still Be A Value InvestorIn their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed If You Were Born 15 Years Later Would You Still Be A Value Investor. Here’s a…- Finding The Next ‘LeBron’ StockIn his recent interview on The Acquirers Podcast with Tobias, Evan Tindell, co-founder of Bireme Capital discussed Finding The Next ‘LeBron’ Stock. Here’s an excerpt from the in…
- Paul Graham’s AxiomsIn their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Paul Graham’s Axioms. Here’s an excerpt from the episode: Jake: Paul Graham. …