Podcasts
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VALUE: After Hours (S02 E16): Warren Buffett’s Selling, Sand Pile Criticality, and FWONK / FWONAIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Self Organized Criticality And How It Applies To Markets Making Sense Of FWONK’s/FW…
The Best Companies To Buy Are ‘New Zealand’ Type BusinessesDuring his recent interview with Tobias, Andrew Wilkinson, co-founder of Tiny, discusses why the best companies to buy are ‘New Zealand’ type businesses. Here’s an excerpt from …
What Impact Will Q1 And Q2 Earnings Results Have On Long Term Investments?During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed What Impact Will Q1 And Q2 Earnings Results Have On Long Term Investments…- There’ll Be A Lot Of Opportunities To Restructure Venture Business In The Next 6-12 Months During his recent interview with Tobias, Andrew Wilkinson, co-founder of Tiny, discusses why there’ll be a lot of opportunities to restructure venture business in the next six…
- Small Steps to Accuracy: Incremental Updaters are Better Forecasters During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed the research paper – Small Steps to Accuracy: Incremental Updaters are …
- The Origins Of Dribbble.comDuring his recent interview with Tobias, Andrew Wilkinson, co-founder of Tiny, discusses the origin of Dribbble. Here’s an excerpt from the interview: Tobias Carlisle: Dribbble …
- (Ep.63) The Acquirers Podcast: Andrew Wilkinson – Berkshire.com, How Tiny Is Building The Berkshire Of The InternetIn this episode of The Acquirer’s Podcast Tobias chats with Andrew Wilkinson, co-founder of Tiny, which is a holding company for wonderful internet businesses. During the interv…
- Focusing On The Market Can Be A Mistake If It Impacts The Way You Run The PortfolioDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed How Focusing On The Market Can Be A Mistake If It Impacts The Way You Run…
Set Up A Momentum Hedge To Offset False PositivesDuring his recent conversation with Tobias, Clayton Gardner, co-founder of Titan, discussed Setting Up A Momentum Hedge To Offset False Positives. Here’s an excerpt from the int…- VALUE: After Hours (S02 E15): Is it Safe?, Value and the Market, Decision Making: IteratingIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Value and the Market Decision Making: Iterating Focusing On The Market Can Be A Mis…
The Consensus Of The Consensus: The Market’s Going Down And Coming Back UpDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed The Consensus Of The Consensus: The Market’s Going Down And Coming Back U…- Buy Good Companies That Will Not Have Free Cash Flow Impairment For The Next 3-5 YearsDuring his recent conversation with Tobias, Clayton Gardner, co-founder of Titan, discussed Buying Good Companies That Will Not Have Free Cash Flow Impairment For The Next 3-5 Y…
- The New Grain Of Salt IndexDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed The New Grain Of Salt Index. Here’s an excerpt from the episode: Tobias C…
- Titan’s 13F Replication Strategy In A Fintech WrapperDuring his recent conversation with Tobias, Clayton Gardner, co-founder of Titan, discussed Titan’s 13F Replication Strategy In A Fintech Wrapper. Here’s an excerpt from the int…
- (Ep.62) The Acquirers Podcast: Clayton Gardner – Titan Tech, An Old-School Hedge Fund Strategy In A Fintech WrapperIn this episode of The Acquirer’s Podcast Tobias chats with Clayton Gardner, co-founder of Titan, which is a mobile investing platform – it’s a hedge fund for everyone. During t…
- Restoration Hardware’s Recent Earnings CallDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Restoration Hardware’s Recent Earnings Call. Here’s an excerpt from the e…
- VALUE: After Hours (S02 E14): Grain-of-Salt Indicator, Restoration Hardware, and Consensus ConsensusIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: What Can We Learn From Restoration Hardware’s Recent Earnings Call The New Grain Of…
The Bezel: Most Companies Will Use This Turmoil To Re-Base Their EarningsDuring his recent conversation with Tobias, Stephen Clapham, founder of Behind The Balance Sheet, discussed why Most Companies Will Use This Turmoil To Re-Base Their Earnings. H…