Podcasts
Page 64
Focus On Economic Drivers Instead Of Forward EarningsDuring his recent interview with Tobias, Matthew Sweeney, Managing Partner at Laughing Water Capital, discussed Focusing On Economic Drivers Instead Of Forward Earnings. Here’s …
Puggy Pearson’s PortfolioDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Puggy Pearson’s Portfolio. Here’s an excerpt from the episode: Jake: All …- The Value SpectrumDuring his recent interview with Tobias, Matthew Sweeney, Managing Partner at Laughing Water Capital, discussed The Value Spectrum. Here’s an excerpt from the interview: Tobias:…
- (Ep.88) The Acquirers Podcast: Matthew Sweeney – Value Spectrum: Concentrated Small And Micro, Event-Driven Long-Short Value InvestingIn this episode of The Acquirers Podcast Tobias chats with Matthew Sweeney, Managing Partner at Laughing Water Capital. During the interview Matthew provided some great insights…
- Inflation And ValueDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Inflation And Value. Here’s an excerpt from the episode: Tobias: Yeah, I’…
- VALUE: After Hours (S02 E40): Inflation And Value, Puggy Pearson’s Portfolio, Aerospace And $SPRIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Inflation And Value Puggy Pearson’s Portfolio The Definition Of Value Absolute Vers…
Should Michael Burry Have Been Fired?During his recent interview with Tobias, David Horn, Adjunct Professor of Applied Value Investing at Columbia Business School, discussed Should Michael Burry Have Been Fired?. H…
Allergic To HypeDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Allergic To Hype. Here’s an excerpt from the episode: Bill: There’s somet…- Greenwald – “We Didn’t Get Growth Right!”During his recent interview with Tobias, David Horn, Adjunct Professor of Applied Value Investing at Columbia Business School, discussed Greenwald – “We Didn’t Get Growth Right!…
- The Big ConDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed The Big Con. Here’s an excerpt from the episode: Tobias: I might punt a l…
- Endogenous Versus Exogenous Rates Of ReturnDuring his recent interview with Tobias, David Horn, Adjunct Professor of Applied Value Investing at Columbia Business School, discussed Endogenous Versus Exogenous Rates Of Ret…
- (Ep.87) The Acquirers Podcast: David Horn – Applied Value: Columbia Adjunct Professor On Applied Value InvestingIn this episode of The Acquirers Podcast Tobias chats with David Horn, Adjunct Professor of Applied Value Investing at Columbia Business School. During the interview David provi…
- Business Code BreakingDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Business Code Breaking. Here’s an excerpt from the episode: Jake: All rig…
- VALUE: After Hours (S02 E39): Business Code Breaking, The Big Con and Edward Chancellor, Market WizardsIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Business Code Breaking The Big Con Allergic To Hype Value Hacking Rogan’s Spotify F…
AntifragilityDuring their recent interview with Tobias, Jason Buck and Taylor Pearson of The Mutiny Fund discussed Antifragility. Here’s an excerpt from the interview: Tobias: I read Taleb’s…
Value Bucket Looks High QualityDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed the Value Bucket Looks High Quality. Here’s an excerpt from the episode: …- Tail Hedging And Crisis AlphaDuring their recent interview with Tobias, Jason Buck and Taylor Pearson of The Mutiny Fund discussed Tail Hedging And Crisis Alpha. Here’s an excerpt from the interview: Jason:…
- French CashflowsDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed French Cashflows. Here’s an excerpt from the episode: Tobias: I have some…