Podcasts
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Best Of 2020 – The Acquirers Podcast: Ian Cassel – Intelligent Fanatic, A Masterclass In Microcap InvestingAs part of our ‘Best of 2020 Acquirers Podcast Series’, earlier this year Tobias had a great interview with Ian Cassel. Ian is the Founder of MicroCapClub and Intelligent Fanati…
Stunning Valuations $TTD, $PTONDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Stunning Valuations $TTD, $PTON. Here’s an excerpt from the episode: Tobi…
Best Of 2020 – The Acquirers Podcast: Dan McMurtrie – SuperMugatu – Long/Short Equity, Bangladesh Venture Capital, And Millennial DatingAs part of our ‘Best of 2020 Acquirers Podcast Series’, earlier this year Tobias had a great interview with Dan McMurtrie. He’s the Founder of the Long/Short hedge fund Tyro Par…
Best Of 2020 – The Acquirers Podcast: Cliff Asness – Cliff’s Perspective, Systematic Value. Do Fundamentals Matter?As part of our ‘Best of 2020 Acquirers Podcast Series’, earlier this year Tobias had a great interview with Cliff Asness, Co-Founder of AQR. During the interview Cliff provided …- High-Growth ReinvestmentDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed High-Growth Reinvestment. Here’s an excerpt from the episode: Tobias: Yes…
- VALUE: After Hours (S02 E49): High-Growth Reinvestment, Active Investment, And Magic NumbersIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: High-Growth Reinvestment Magic Numbers Active Investment Create A Buy List Stunning…
Valuing $PYPLDuring his recent interview with Tobias, Elliot Turner, Managing Partner at RGA Investment Advisors and Twitter guru discussed Valuing $PYPL. Here’s an excerpt from the intervie…
$SPR & Investor BehaviorDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed $SPR & Investor Behavior. Here’s an excerpt from the episode: Bill: Yeah.…- Valuing $TWTRDuring his recent interview with Tobias, Elliot Turner, Managing Partner at RGA Investment Advisors and Twitter guru discussed Valuing $TWTR. Here’s an excerpt from the intervie…
- Solitude & LeadershipDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Solitude & Leadership. Here’s an excerpt from the episode: Jake: Yeah. Al…
- Low-Turnover Compounding During his recent interview with Tobias, Elliot Turner, Managing Partner at RGA Investment Advisors and Twitter guru discussed Low-Turnover Compounding. Here’s an excerpt from…
- (Ep.95) The Acquirers Podcast: Elliot Turner – Low Turner: Low-Turnover Compounding And Valuing Twitter And PayPalIn this episode of The Acquirers Podcast Tobias chats with Elliot Turner, Managing Partner at RGA Investment Advisors. He is the Twitter guru. During the interview Elliot provid…
- The Fear & Greed IndexDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed The Fear & Greed Index. Here’s an excerpt from the episode: Tobias: I don…
- VALUE: After Hours (S02 E48): Fear And Greed, $SPR And Solitude And LeadershipIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: The Fear & Greed Index Solitude & Leadership $SPR & Investor Behavior Your Favorite…
Best Of 2020 – The Acquirers Podcast: Christopher Bloomstran – Tulip Mania, Berkshire, Buffett And Long-Term CompoundingAs part of our ‘Best of 2020 Acquirers Podcast Series’, earlier this year Tobias had a great interview with Christopher Bloomstran, President and CIO of Semper Augustus Investme…
Buffett’s Hitting Coach MungerDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Buffett’s Hitting Coach Munger. Here’s an excerpt from the episode: Tobia…
Best Of 2020 – The Acquirers Podcast: Brian Bares – Moat Master: Moats, Management And Long-Term GrowthAs part of our ‘Best of 2020 Acquirers Podcast Series’, earlier this year Tobias had a great interview with Brian Bares. He’s the Founder of Bares Capital Management and author …- Investors Be ThankfulDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed why Investors Should Be Thankful. Here’s an excerpt from the episode: Jak…