Podcasts
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$GME And The WSB Short SqueezeDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed $GME And The WSB Short Squeeze. Here’s an excerpt from the episode: Tobia…
VALUE: After Hours (S03 E05): $GME And The WSB Short Squeeze, Crazy Valuations, Stoic Sperm WhalesIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: $GME And The WSB Short Squeeze Robinhood’s Trading Halt Sperm Whale Stoicism Pirati…
Reversion Of The Mean Caused By Private EquityDuring his recent interview with Tobias, Michael Mitchell, who is IgnoreNarrative on Twitter discussed Reversion Of The Mean Caused By Private Equity. Here’s an excerpt from the…
Value Is The DriverWhen it comes to investing and making informed decisions, having the right guidance and insights can be crucial. Just like navigating the complex world of finance, safe driver D…
Working With Michael PriceDuring his recent interview with Tobias, Michael Mitchell, who is IgnoreNarrative on Twitter discussed Working With Michael Price. Here’s an excerpt from the interview: Tobias: …
$GME And Wall Street Bets During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed $GME And Wall Street Bets. Here’s an excerpt from the episode: Bill: I’…
Paying A Low Multiple For Cashflows Is The Right ChoiceDuring his recent interview with Tobias, Michael Mitchell, who is IgnoreNarrative on Twitter discussed why Paying A Low Multiple For Cashflows Is The Right Choice. Here’s an exc…
(Ep.101) The Acquirers Podcast: Michael Mitchell – No Narrative: Deep Value, Special Situations, Working With Michael PriceIn this episode of The Acquirers Podcast Tobias chats with Michael Mitchell. He’s IgnoreNarrative on Twitter, and a former partner in a hedge fund. During the interview Michael …
Gored BullfightersDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Gored Bullfighters. Here’s an excerpt from the episode: Jake: Yeah, I’ve …
Valuing ThriftsDuring his recent interview with Tobias, Jim Royal Ph D, the author of The Zen of Thrift Conversions: How To Turn Hidden Bank Stocks Into Big Gains, discussed Valuing Thrifts. H…
VALUE: After Hours (S03 E04): Gored Bullfighters, $GME And Wall Street Bets, Value Is The DriverIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Gored Bullfighters $GME And Wall Street Bets Value Is The Driver How Big To Swing A…
The Apocryphal Pig FarmerDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed The Apocryphal Pig Farmer. Here’s an excerpt from the episode: Tobias: We…
Thrift Conversions Are Classic Value InvestingDuring his recent interview with Tobias, Jim Royal Ph D, the author of The Zen of Thrift Conversions: How To Turn Hidden Bank Stocks Into Big Gains, discussed Thrift Conversions…
Thrifts – Getting Top Professionals To Work For You For Free During his recent interview with Tobias, Jim Royal Ph D, the author of The Zen of Thrift Conversions: How To Turn Hidden Bank Stocks Into Big Gains, discussed Thrifts – Gettin…
Pabrai And Marks Abandon Deep ValueDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Pabrai And Marks Abandon Deep Value. Here’s an excerpt from the episode: …
(Ep.100) The Acquirers Podcast: Jim Royal – Thrift Conversion, The Zen Of Thrift Conversions, Small Bank Stocks And ActivismIn this episode of The Acquirers Podcast Tobias chats with Jim Royal Ph D. He’s the author of The Zen of Thrift Conversions: How To Turn Hidden Bank Stocks Into Big Gains. Durin…
Ketchup PhysicsDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Ketchup Physics. Here’s an excerpt from the episode: Jake: All right, so …
VALUE: After Hours (S03 E03): Ketchup Physics, Pabrai and Marks Abandon Deep Value, Value vs QualityIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Ketchup Physics Pabrai And Marks Abandon Deep Value Value vs Quality Assuming The M…