Podcasts
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The Importance Of Focusing On Antifragile BusinessesIn this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed The Importance Of Focusing On Antifragile Businesses. Here’s an excerpt from t…
Game Theory For LaymenDuring his recent interview with Tobias, Dr Ben Hunt from Epsilon Theory discussed Game Theory for Laymen. Here’s an excerpt from the interview: Tobias Carlisle: Can you give us…- (Ep.59) The Acquirers Podcast: Dr Ben Hunt – Epsilon T, Game Theory, Big Compute, Narratives And CoronavirusIn this episode of The Acquirer’s Podcast Tobias chats with Dr Ben Hunt from Epsilon Theory, which is Second Foundation’s principal publishing brand, a newsletter and website th…
- Is Coronavirus The Crowbar On The Tracks Of Our Train Of FragilityDuring this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Is Coronavirus The Crowbar On The Tracks Of Our Train Of Fragility. Here’s…
The Age Of The Trillion Dollar CompanyDuring his recent interview with Tobias, Alex Rubalcava, Co-Founder And Managing Partner at Stage Venture Partners, discussed the age of the trillion dollar company. Here’s an e…- VALUE: After Hours (S02 E11): Markets in Turmoil II, Fragility and Antifragility, High Yield IndexIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Is Coronavirus The Crowbar On The Tracks Of Our Train Of Fragility The Importance O…
- How To Invest In Enterprise Software StartupsDuring his recent interview with Tobias, Alex Rubalcava, Co-Founder And Managing Partner at Stage Venture Partners, discussed how to invest in enterprise software startups. Here…
Investing In Airlines And OTAsIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Investing In Airlines And OTAs. Here’s an excerpt from the episode: Bill Brewster: Yeah…- The Seed Investing FrameworkDuring his recent interview with Tobias, Alex Rubalcava, Co-Founder And Managing Partner at Stage Venture Partners, discussed the seed investing framework. Here’s an excerpt fro…
- Use Ben Franklin’s ‘Prudential Algebra Rule’ To Make Better Investment DecisionsIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Using Ben Franklin’s ‘Prudential Algebra Rule’ To Make Better Investment Decisions. Her…
(Ep.58) The Acquirers Podcast: Steady Hands, How The Leaders Of Four SME Businesses Are Weathering The Coronavirus StormIn this special episode of The Acquirer’s Podcast Tobias chats with four SME business leaders about how their businesses are being impacted by the coronavirus, and how they’re w…- (Ep.57) The Acquirers Podcast: Alex Rubalcava – Seed Stage, From Value Investor To Seed Stage Venture Capitalist In Los AngelesIn this episode of The Acquirer’s Podcast Tobias chats with Alex Rubalcava, Co-Founder And Managing Partner at Stage Venture Partners, which is a seed venture capital firm that …
- Are We Approaching A Golden Decade For Value InvestingIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about Are We Approaching A Golden Decade For Value Investing. Here’s an excerpt from the e…
The True Definition of A Net-NetDuring his recent interview with Tobias, Jeff Gramm discussed The True Definition of A Net-Net. Here’s an excerpt from the interview: Jeff Gramm: I still love net nets, and we’v…- VALUE: After Hours (S02 E10): Ben Franklin’s Prudential Algebra, 2000s vs 2010s and Fins and OTAsIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Will We Still Be Talking About The Coronavris In Twelve Months? Are We Approaching …
- So You Want To Be An Activist InvestorDuring his recent interview with Tobias, Jeff Gramm discussed life as an activist investor. Here’s an excerpt from the interview: Tobias Carlisle: Right. Your first position, wa…
Josh Wolfe Is On A Line Between Sci-Fi And Sci-FactIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about why Josh Wolfe Is On A Line Between Sci-Fi And Sci-Fact. Here’s an excerpt from the …- How To Successfully Invest In Small & Micro Caps During his recent interview with Tobias, Jeff Gramm discussed How To Successfully Invest In Small & Micro Caps. Here’s an excerpt from the interview: Tobias Carlisle: Right. W…