Podcasts
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What Impact Will The Cost To Insure a $TSLA Have On New Sales?During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed What Impact Will The Cost To Insure a $TSLA Have On New Sales? Here’s an …
Concentrate And Let Your Winners RunDuring his recent interview with Tobias, John Huber, Managing Partner at Saber Capital Management discussed the importance of running a concentrated portfolio, and letting your …- The Importance Of Slack In Life And InvestingDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed The Importance Of Slack In Life And Investing. Here’s an excerpt from the…
- Invest In High Quality Businesses That Earn High Returns On CapitalDuring his recent interview with Tobias, John Huber, Managing Partner at Saber Capital Management discussed Investing In High Quality Businesses That Earn High Returns On Capita…
- (Ep.70) The Acquirers Podcast: John Huber – Business Analyst, Concentrated High-Quality In A Modern Buffett PartnershipIn this episode of The Acquirer’s Podcast Tobias chats with John Huber, Managing Partner at Saber Capital Management, an investment fund modeled after the original Buffett partn…
- The Difference Between Growth And ValueDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed The Difference Between Growth And Value. Here’s an excerpt from the episo…
- VALUE: After Hours (S02 E22): It’s Value vs Glamour, $TSLA Tesla Write-Off, Slack in SystemsIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: The Difference Between Growth And Value Stocks The Importance Of Slack In Life And …
Are We Heading Into A Period Of 70’s Stagflation During his recent interview with Tobias, Nicholas Pardini, Managing Partner at Davos Investment Group discussed 70’s stagflation. Here’s an excerpt from the interview: Tobias …
The Positive Theory of CapitalDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed The Positive Theory of Capital. Here’s an excerpt from the episode: Jake …- Prevent Your Portfolio From Blowing Up Using Micro Risk ParityDuring his recent interview with Tobias, Nicholas Pardini, Managing Partner at Davos Investment Group discussed Micro Risk Parity. Here’s an excerpt from the interview: Nicholas…
- The Winchester Mystery HouseDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed The Winchester Mystery House. Here’s an excerpt from the episode: Jake Ta…
- The Era Of Hard ChoicesDuring his recent interview with Tobias, Nicholas Pardini, Managing Partner at Davos Investment Group discussed The Era Of Hard Choices. Here’s an excerpt from the interview: Ni…
- (Ep.69) The Acquirers Podcast: Nicholas Pardini – Davos Man, Tying Global Macro Trends Into Actionable TradesIn this episode of The Acquirer’s Podcast Tobias chats with Nicholas Pardini, Managing Partner at Davos Investment Group. During the interview Nicholas provided some great insig…
- The State Of Value Address – Is Value A Value Trap?During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Tobias’ article titled – Is Value A Value Trap? Here’s an excerpt from th…
As Long As You’re Not A Forced Seller, You’re Going To Do FineDuring his recent interview with Tobias, Moses Kagan, Co-Founder & Partner at Adaptive Realty discussed As Long As You’re Not A Forced Seller (Of Real Estate), You’re Going To D…- VALUE: After Hours (S02 E21): Is Value a Value Trap, Winchester Mystery House, Cash n’ CarryIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Is Value A Value Trap? The Winchester Mystery House Cash n’ Carry Frédéric Bastiat …
You’re Confused Right Now? You’re Not AloneDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed You’re Confused Right Now? You’re Not Alone. Here’s an excerpt from the e…- Successfully Invest In Hyperlocal Real Estate Using One Simple Equation During his recent interview with Tobias, Moses Kagan, Co-Founder & Partner at Adaptive Realty discussed Successfully Investing In Hyperlocal Real Estate Using One Simple Equat…