Podcasts
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John Malone And The Art Of Capital AllocationDuring his recent interview with Tobias, Francisco Olivera, President of Arevilo Capital Management discussed John Malone And The Art Of Capital Allocation. Here’s an excerpt fr…- Capital Structure Tells You A Lot About Good ManagementDuring his recent interview with Tobias, Francisco Olivera, President of Arevilo Capital Management discussed how Capital Structure Tells You A Lot About Good Management. Here’s…
Why Buffett Passed On $MSFTDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Why Buffett Passed On $MSFT. Here’s an excerpt from the episode: Bill: Jo…- Buffett Buys $GOLDDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Buffett Buys $GOLD. Here’s an excerpt from the episode: Tobias: Yeah, let…
- Take A Concentrated Position That You Can Hold For 5+ YearsDuring his recent interview with Tobias, Francisco Olivera, President of Arevilo Capital Management discussed Taking A Concentrated Position That You Can Hold For 5+ Years. Here…
- (Ep.81) The Acquirers Podcast: Francisco Olivera – Franco’s Filter: Highly Concentrated, High Quality Companies, Liberty And MaloneIn this episode of The Acquirers Podcast Tobias chats with Francisco Olivera. He’s the President of Arevilo Capital Management. During the interview Francisco provided some grea…
- Montier’s Reasons (NOT) To Be CheerfulDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Montier’s Reasons (NOT) To Be Cheerful. Here’s an excerpt from the episod…
- VALUE: After Hours (S02 E33): Montier On Valuations And Carry, Buffett Buys GOLD, OPMIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: James Montier’s Reasons (NOT) To Be Cheerful Buffett Buys GOLD Buffett’s Pass On Mi…
Wide Moat Companies And How To Find ThemDuring his recent interview with Tobias, Brian Bares, Founder of Bares Capital Management discussed Wide Moat Companies And How To Find Them. Here’s an excerpt from the intervie…
U.S Airline Recovery May Not Happen Any Time SoonDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed why a U.S Airline Recovery May Not Happen Any Time Soon. Here’s an excerp…- DCF Is The Least Reliable Part Of A Manager’s ProcessDuring his recent interview with Tobias, Brian Bares, Founder of Bares Capital Management discussed why DCF Is The Least Reliable Part of a Manager’s Process. Here’s an excerpt …
- Variant PerceptionDuring his recent interview with Tobias, Brian Bares, Founder of Bares Capital Management discussed his Variant Perception. Here’s an excerpt from the interview: Brian: The land…
- Cantillon TrillionsDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Cantillon Trillions. Here’s an excerpt from the episode: Jake: If you rea…
- (Ep.80) The Acquirers Podcast: Brian Bares – Moat Master: Moats, Management And Long-Term GrowthIn this episode of The Acquirers Podcast Tobias chats with Brian Bares. He’s the Founder of Bares Capital Management and author of The Small-Cap Advantage. During the interview …
- The Disconnect Between The Stock Market And The Real EconomyDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed The Disconnect Between The Stock Market And The Real Economy. Here’s an e…
- VALUE: After Hours (S02 E32): $WFC And Banks, Cantillon Trillions, Structural DynamicsIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: The Disconnect Between The Stock Market And The Real Ecomomy Cantillon Trillions US…
Buffett’s Genius In The ‘Dying’ Blue Chip StampsDuring his recent interview with Tobias, Chris Mittleman, Founder of Mittleman Brothers discussed Buffett’s Genius In The ‘Dying’ Blue Chip Stamps. Here’s an excerpt from the in…- Bottom Fishing Carl IcahnDuring his recent interview with Tobias, Chris Mittleman, Founder of Mittleman Brothers discussed Bottom Fishing Carl Icahn. Here’s an excerpt from the interview: Chris: I remem…