Podcasts
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(Ep.97) The Acquirers Podcast: Andrew Walker – Special Ops: SPACS, Dropbox, Transitioning From Small And Micro Deep Value To CompoundersIn this episode of The Acquirers Podcast Tobias chats with Andrew Walker, Portfolio Manager at Rangeley Capital. During the interview Andrew provided some great insights into: G…- Opportunities In SPACs During his recent interview with Tobias, Andrew Walker, Portfolio Manager at Rangeley Capital discussed Opportunities In SPACs. Here’s an excerpt from the interview: Tobias: W…
The Future For Value InvestingDuring his recent interview with Tobias, Andrew Wellington, Co-Founder and Managing Partner at Lyrical Asset Management discussed The Future For Value Investing. Here’s an excer…
Is $TWTR Mr Market?During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Is $TWTR Mr Market?. Here’s an excerpt from the episode: Jake: This is a …- Never Rebalance & Rarely Trim During his recent interview with Tobias, Andrew Wellington, Co-Founder and Managing Partner at Lyrical Asset Management discussed Never Rebalance & Rarely Trim. Here’s an exce…
- What To Do If Value Sucks For The Next 10 YearsDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed What To Do If Value Sucks For The Next 10 Years. Here’s an excerpt from t…
- Analyzability – Triaging Your Best IdeasDuring his recent interview with Tobias, Andrew Wellington, Co-Founder and Managing Partner at Lyrical Asset Management discussed Analyzability – Triaging Your Best Ideas. Here’…
- (Ep.96) The Acquirers Podcast: Andrew Wellington – Lyrical Value: Deep Value, Quality, Analyzability, And Value TrapsIn this episode of The Acquirers Podcast Tobias chats with Andrew Wellington, Co-Founder and Managing Partner at Lyrical Asset Management. During the interview Andrew provided s…
- Baby Carrots-ZugzwangDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Baby Carrots-Zugzwang. Here’s an excerpt from the episode: Jake: With the…
- VALUE: After Hours (S02 E51): 2020 Year In Review, Baby Carrots-Zugzwang, Twitter CrowdsourcingIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Baby Carrots-Zugzwang The Future For Value Investing Is Twitter Mr Market? Investin…
Stock Market OperatorsDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Stock Market Operators. Here’s an excerpt from the episode: Bill: I don’t…
Best Of 2020 – The Acquirers Podcast: Connor Haley – Micro Master, Long/Short Micro Cap Compounders, And ChessAs part of our ‘Best of 2020 Acquirers Podcast Series’, earlier this year Tobias had a great interview with Connor Haley. Connor is the Founder of Alta Fox Capital Management an…- Invincible IndustrialistsDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Invincible Industrialists. Here’s an excerpt from the episode: Tobias: Bi…
Best Of 2020 – The Acquirers Podcast: Chris Mittleman – Severe Value, Mittleman Brothers, Aimia, And Two Decades Of ValueAs part of our ‘Best of 2020 Acquirers Podcast Series’, earlier this year Tobias had a great interview with Chris Mittleman. He’s the CIO, founder of Mittleman Brothers. During …
Best Of 2020 – The Acquirers Podcast: Tweedy Browne – Long Term, Celebrating The 100-Year Anniversary Of One Of The Most Storied Names In ValueAs part of our ‘Best of 2020 Acquirers Podcast Series’, earlier this year Tobias had a great interview with five members of the legendary value firm Tweedy Browne. These include…- Treasure HuntingDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Treasure Hunting. Here’s an excerpt from the episode: Jake: Anyway, all r…
- VALUE: After Hours (S02 E50): Treasure Hunting, Invincible Industrialists, And Stock Market OperatorsIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Treasure Hunting Invincible Industrialists Stock Market Operators Valuing $SHOP $LS…
$ZM Fatigue & Growth ForecastsDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed $ZM Fatigue & Growth Forecasts. Here’s an excerpt from the episode: Bill:…