Podcasts
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Value Portfolio UpgradeDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed the Value Portfolio Upgrade. Here’s an excerpt from the discussion: Tobia…
Beware Of Companies With Complicated Accounting PoliciesDuring his recent conversation with Tobias, Stephen Clapham, founder of Behind The Balance Sheet, discussed the need to beware of companies with complicated accounting policies.…- Blowups In Hedge Fund HotelsDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Blowups In Hedge Fund Hotels. Here’s an excerpt from the discussion: Tobi…
- Quick Ways To Spot Company Frauds Or ManipulationsDuring his recent conversation with Tobias, Stephen Clapham, founder of Behind The Balance Sheet, discussed Quick Ways To Spot Company Frauds. Here’s an excerpt from the intervi…
- (Ep.61) The Acquirers Podcast: Stephen Clapham – CSI: Financials, Financial Accounting, And Financial Statement ShenanigansIn this episode of The Acquirer’s Podcast Tobias chats with Stephen Clapham, the founder of Behind The Balance Sheet, which provides research, forensic accounting training cours…
- Michael Mauboussin’s Paper – BIN There, Done ThatDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Michael Mauboussin’s Paper – BIN There, Done That. Here’s an excerpt from…
- VALUE: After Hours (S02 E13): Mauboussin’s BIN, Liberty Hedge Fund Hotel, and Value Portfolio UpgradeIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Michael Mauboussin’s Paper – BIN There, Done That Blowups In Hedge Fund Hotels Valu…
Compare Companies Using The ‘Owner Earnings Yield’During his recent interview with Tobias, the team from Tweedy Browne discussed Comparing Companies Using The ‘Owner Earnings Yield’. Here’s an excerpt from the interview: Jay Hi…
How We Can All Become A Positive Force In Our Local CommunitiesIn this week’s episode of the VALUE: After Hours Podcast Taylor, Brewster, and Carlisle discussed How We Can All Become A Positive Force In Our Local Communities. Here’s an exce…- Value Companies Using Comparative M&A Deals In Similar IndustriesDuring his recent interview with Tobias, the team from Tweedy Browne discussed Valuing Companies Using Comparative M&A Deals In Similar Industries. Here’s an excerpt from the in…
- The 4 Horsemen of CoronapocalypseIn this week’s episode of the VALUE: After Hours Podcast Taylor, Brewster, and Carlisle discussed The 4 Horsemen of Coronapocalypse. Here’s an excerpt from the episode: Tobias C…
- Value Investing Works Because It’s Painful And Very, Very DifficultDuring their recent interview with Tobias, the team from Tweedy Browne discussed Value Investing Works Because It’s Painful And Very, Very Difficult. Here’s an excerpt from the …
(Ep.60) The Acquirers Podcast: Tweedy Browne – Long Term, Celebrating The 100-Year Anniversary Of One Of The Most Storied Names In ValueIn this episode of The Acquirer’s Podcast Tobias chats with five members of the legendary value firm Tweedy Browne. These include Roger R. de Bree, Frank H. Hawrylak, Jay Hill, …- Managing Capital In A DownturnIn this week’s episode of the VALUE: After Hours Podcast Taylor, Brewster, and Carlisle discussed Managing Capital In A Downturn. Here’s an excerpt from the episode: Bill Brewst…
- VALUE: After Hours (S02 E12): Deploying Capital, 4 Horsemen of Coronapocalypse and Local HelpingIn this episode of the VALUE: After Hours Podcast Taylor, Brewster, and Carlisle chat about: Managing Capital In A Downturn The 4 Horsemen of Coronapocalypse Who Saw It Coming H…
Recognizing The True Threat Of Coronavirus Before Most During his recent interview with Tobias, Dr Ben Hunt from Epsilon Theory discussed his recognition of the true threat of Coronairus before most. Here’s an excerpt from the int…
What The High Yield Index Tells UsIn this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed What The High Yield Index Tells Us. Here’s an excerpt from the episode: Tobias…- The Narrative Machine & Big ComputeDuring his recent interview with Tobias, Dr Ben Hunt from Epsilon Theory discussed The Narrative Machine & Big Compute. Here’s an excerpt from the interview: Tobias Carlisle: Th…