Podcasts
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Baumol’s Cost DiseaseDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Baumol’s Cost Disease. Here’s an excerpt from the episode: Jake Taylor: I…
Invest In Real Estate Like A Smart Family Would Own Real EstateDuring his recent interview with Tobias, Moses Kagan, Co-Founder & Partner at Adaptive Realty discussed Investing In Real Estate Like A Smart Family Would Own Real Estate. Here’…- (Ep.68) The Acquirers Podcast: Moses Kagan – Boutique Re, How Moses Kagan Built A Boutique Property EmpireIn this episode of The Acquirer’s Podcast Tobias chats with Moses Kagan, Co-Founder & Partner at Adaptive Realty, a company that buys, renovates and manages apartment buildings …
- Is (Systematic) Value Investing Dead?During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Cliff Asness’ recent article titled – Is (Systematic) Value Investing Dea…
- VALUE: After Hours (S02 E20): AQR’s Is Value Dead, Baumol’s Cost Disease, Weird TimesIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: AQR – Is (Systematic) Value Investing Dead? Baumol’s Cost Disease If You’re Confuse…
Why Buffett Was So Somber At The MeetingDuring his recent interview with Tobias, Christopher Bloomstran, President and CIO of Semper Augustus Investments Group discussed Why Buffett Was So Somber At This Year’s Meetin…
Buffett Worried $137 Billion Is Not EnoughDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed how Warren Buffett Is Worried That $137 Billion Is Not Enough. Here’s an …- Berkshire – Shrinking Its Way To ProfitabilityDuring his recent interview with Tobias, Christopher Bloomstran, President and CIO of Semper Augustus Investments Group discussed Berkshire – Shrinking Its Way To Profitability.…
- No Stimmy For Berkshire CompaniesDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed No Stimmy For Berkshire Companies. Here’s an excerpt from the episode: Ja…
- The Unappreciated Brilliance Of The Gen Re TransactionDuring his recent interview with Tobias, Christopher Bloomstran, President and CIO of Semper Augustus Investments Group discussed The Unappreciated Brilliance Of The Gen Re Tran…
- (Ep.67) The Acquirers Podcast: Christopher Bloomstran – Tulip Mania, Berkshire, Buffett And Long-Term CompoundingIn this episode of The Acquirer’s Podcast Tobias chats with Christopher Bloomstran, President and CIO of Semper Augustus Investments Group, a fundamental, value-driven firm that…
- Ted And Todd Couldn’t Find Anything To Buy In MarchDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed how Ted And Todd Couldn’t Find Anything To Buy In March. Here’s an excerp…
- VALUE: After Hours (S02 E19): Bumper Buffett BRK.A BRK.B Berkshire Hathaway Bull SessionIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Buffett Shows His Genius Through This Crisis Berkshire’s Ted And Todd Couldn’t Find…
Is GameStop Destined To Head The Same Way As Blockbuster?During his recent interview with Tobias, Will Hershey, Co-Founder and CEO at Roundhill Investments discussed If GameStop Is Destined To Head The Same Way As Blockbuster. Here’s …
When Buffett Was A QuantDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Verdad’s article titled – When Buffett Was A Quant. Here’s an excerpt fro…- Owners Of Traditional Sports Franchises Buying Esport Franchises To Capture Disgruntled Millennials During his recent interview with Tobias, Will Hershey, Co-Founder and CEO at Roundhill Investments discussed why Owners Of Traditional Sports Franchises Are Buying Esport Fran…
- More People Watch Gaming And Esports, Than Netflix, HBO, ESPN And Hulu CombinedDuring his recent interview with Tobias, Will Hershey, Co-Founder and CEO at Roundhill Investments discussed how More People Watch Gaming And Esports Than Netflix, HBO, ESPN And…
- Investing From First PrinciplesDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Investing From First Principles. Here’s an excerpt from the episode: Jake…