Podcasts
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Value Investing: Quality At A Reasonable PriceIn his recent interview on The Acquirers Podcast with Tobias, Evan Tindell, co-founder of Bireme Capital discussed Value Investing: Quality At A Reasonable Price. Here’s an exce…- (Ep.108) The Acquirers Podcast: Evan Tindell: Expected Value, Value Investing, Poker Pro And MIT Mechanical EngineerIn this episode of The Acquirers Podcast Tobias chats with Evan Tindell, co-founder of Bireme Capital. During the interview Evan provided some great insights into: Value Investi…
Risks And Rewards Of ConcentrationIn their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed the Risks And Rewards Of Concentration. Here’s an excerpt from the episode: T…
Company BailoutsIn their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Company Bailouts. Here’s an excerpt from the episode: Jake: I guess, I would …- VALUE: After Hours (S03 E12): The Risks And Rewards Of Concentration, PG’s Axioms And NeversellIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: The Risks And Rewards Of Concentration Paul Graham’s Axioms If You Were Born 15 Yea…
- Airlines At Ludicrous SpeedIn their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Airlines At Ludicrous Speed. Here’s an excerpt from the episode: Tobias: Well…
- Testosterone In InvestingIn their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Testosterone In Investing. Here’s an excerpt from the episode: Jake: This wee…
- VALUE: After Hours (S03 E11): Reopening Trade, Airlines At Ludicrous Speed, And Low T BirdsIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Testosterone In Investing Airlines At Ludicrous Speed Surely Price Matters Eventual…
$NPSNY, $TCEHY & HoldcosIn his recent interview with Tobias, Adrian Saville, Chief Executive at Cannon Asset Management discussed $NPSNY, $TCEHY & Holdcos. Here’s an excerpt from the interview: Tobias:…- Neutralizing Macro RisksIn his recent interview with Tobias, Adrian Saville, Chief Executive at Cannon Asset Management discussed Neutralizing Macro Risks. Here’s an excerpt from the interview: Adrian:…
$TYL vs $DJCODuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed $TYL vs $DJCO. Here’s an excerpt from the podcast: Bill: No, it’s Tyler. …- The African CenturyIn his recent interview with Tobias, Adrian Saville, Chief Executive at Cannon Asset Management discussed The African Century. Here’s an excerpt from the interview: Tobias: It’s…
- Small, Cheap, Junk RallyDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Small, Cheap, Junk Rally. Here’s an excerpt from the podcast: Tobias: The…
- (Ep.107) The Acquirers Podcast: Adrian Saville – African Value: Value Investing Across African And Other Frontier MarketsIn this episode of The Acquirers Podcast Tobias chats with Adrian Saville, Chief Executive at Cannon Asset Management. During the interview Adrian provided some great insights i…
- Bonsais and InvestingDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Bonsais and Investing. Here’s an excerpt from the podcast: Jake: All righ…
$BRK.B’s Share RepurchasesIn his recent interview with Tobias, Christopher Bloomstran of Semper Augustus discussed $BRK.B’s Share Repurchases . Here’s an excerpt from the interview: Tobias: There’s a few…- VALUE: After Hours (S03 E10): Bonsais and Investing; Portfolio Management; Small, Cheap, Junk RallyIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Bonsais and Investing Portfolio Management Small, Cheap, Junk Rally $TYL vs $DJCO T…
The Biggest Winners Are UndervaluedDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed The Biggest Winners Are Undervalued . Here’s an excerpt from the podcast:…