Podcasts
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VALUE: After Hours (S02 E07): Gayner’s Sizing, 700 Year Decline In Rates And Marathon’s Capital AccountSummary In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Tom Gayner’s Take On Position Sizing And Strategy Marathon Asset Management…
Richard Feynman on Economics – Cargo Cult ScienceDuring his recent interview with Tobias, Dylan Grice, co-founder of Calderwood Capital Research, and author of the Popular Delusion Reports, discussed Richard Feynman on Economi…
Bruce Greenwald’s Theory of Local Scale AdvantagesIn this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Bruce Greenwald’s theory of ‘local scale advantages’. Here’s an excerpt from t…- Origins Of High Performance Conglomerate Jack Henry $JKHYIn this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed the origins of high performance conglomerate, Jack Henry $JKHY. Here’s an exce…
- The Anatomy Of A Forecast ErrorDuring his recent interview with Tobias, Dylan Grice, co-founder of Calderwood Capital Research, and author of the Popular Delusion Reports, discussed the anatomy of a forecast …
- (Ep.53) The Acquirers Podcast: Dylan Grice – Pop Delusions – The Golden Age Of Duration, Richard Feynman, Cargo Cults And Anatomy Of A ForecastIn this episode of The Acquirer’s Podcast Tobias chats with Dylan Grice. He is the co-founder of Calderwood Capital Research, and writes the Popular Delusion Reports. During the…
- How An Oil Spike Will Pop The Everything BubbleIn this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed how an oil spike could pop the Everything Bubble. Here’s an excerpt from the e…
Manage Risk By Diversifying Your DiversifiersDuring his recent interview with Tobias, Corey Hoffstein, co-founder and Chief Investment Officer at Newfound Research discussed his approach to managing risk using a strategy t…- VALUE: After Hours (S02 E06): Greenwald on Local Competition, Oil Pops the Bubble, Jack Henry JKHYSummary In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Bruce Greenwald: We’re Moving Into An Economy Based On Local Scale Advantag…
- Value Investing Indices Are Not All Created EquallyDuring his recent interview with Tobias, Corey Hoffstein, co-founder and Chief Investment Officer at Newfound Research discussed why value investing indices are not all created …
Lessons From Fundsmith’s Shareholder LettersIn this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Fundsmith’s CEO Terry Smith, and his shareholder letters. Here’s an excerpt fr…- The Agnostic’s Case For ValueDuring his recent interview with Tobias, Corey Hoffstein, co-founder and Chief Investment Officer at Newfound Research discussed the agnostic’s case for value. Here’s an excerpt…
- Are We Seeing A Return To Risk ArbitrageIn this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed the return of risk arbitrage. Here’s an excerpt from the episode: Tobias Carli…
- (Ep.52) The Acquirers Podcast: Corey Hoffstein – Equity Momo – Robust Equity Momentum, And The Agnostic Case For ValueIn this episode of The Acquirer’s Podcast Tobias, chats with Corey Hoffstein. He is a co-founder and Chief Investment Officer at Newfound Research. Founded in August 2008, Newfo…
- What Makes Constellation Software’s Growth-Through-Acquisition Strategy GreatIn this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Constellation Software’s growth-through-acquisition-strategy. Here’s an excerp…
- VALUE: After Hours (S02 E05): Risk Arbitrage, Leonard’s Constellation CSU.TO And The Fundsmith LetterSummary In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: High-Performance Conglomerate – Constellation Software Is There A Renaissan…
Great Consumer Franchises Provide Profitable Investment OpportunitiesDuring his recent interview with Tobias, Jon Boyar, JD/President of Boyar Research, discussed why great consumer franchises provide profitable investment opportunities saying: T…
How To Think About Starting Position Size For An Anti-FOMO PortfolioIn this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss how to implement an Anti-FOMO sizing strategy to get started in a position. Here…