Podcasts
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Why Have Spin-Offs Significantly Underperformed Over The Last Decade During his recent interview with Tobias, Jon Boyar, JD/President of Boyar Research, discussed why spin-offs have significantly under-performed over the last decade saying: Jon…
The Implicit Bets In Value vs GrowthIn this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss the implicit bets in value vs growth. Here’s an excerpt from the episode: Jake T…- The Problem With Investing In Cyclicals Is That You Have To Be Right TwiceDuring his recent interview with Tobias, Jon Boyar, JD/President of Boyar Research, discussed the problem with investing in cyclical businesses is that you have to be right twic…
- (Ep.51) The Acquirers Podcast: Jon Boyar – Private Equity – Private Market Value, Spinoffs, And Super Mario GabelliIn this episode of The Acquirer’s Podcast, Tobias chats with Jon Boyar. He is the JD/President of Boyar Research, which is one part of the value investing firm, Boyar Value Grou…
- Monster Compounder Heico CorpIn this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss monster compounder, Heico Corp. Here’s an excerpt from the episode: Tobias Carli…
- Value: After Hours S02 E04: How $HEI ran 47,500%; Anti-FOMO Starter Size Rules; and Value vs GlamourSummary In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Heico Corp Has Increased It’s Share Price By Five Times More Than Berkshire…
150 Years Of Evidence Suggests Value Investing Will SurviveIn this episode of The Acquirer’s Podcast, Tobias chats with. Simon Adler. He’s a Fund Manager on the Schroders Global Value Team and he manages two funds, Global Recovery and G…
How Hollywood Mogul Barry Diller Built A $4.2 Billion Tech Fortune Out Of Underdog AssetsSummary In this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss how Hollywood mogul Barry Diller built a $4.2 Billion tech fortune out o…- 7 ‘Red’ Questions To Uncover Value TrapsIn this episode of The Acquirer’s Podcast, Tobias chats with Simon Adler. He’s a Fund Manager on the Schroders Global Value Team and he manages two funds, Global Recovery and Gl…
- The Right Tail – How Errors Of Omission Hurt Your ReturnsSummary In this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed The Right Tail – How Errors Of Omission Hurt Your Returns. Here’s an e…
- How Investors Can Learn From Their Mistakes Using The U.S Military’s After Action ReviewIn his recent interview with Tobias, Simon Adler, a Fund Manager on the Schroders Global Value Team discussed how investors can learn from their mistakes using the U.S Military’…
(Ep.50) The Acquirers Podcast: Simon Adler – Recovery Value – Deep Value With Schroders Global Value Recovery And Global Income In this episode of The Acquirer’s Podcast Tobias chats with Simon Adler. He’s a Fund Manager on the Schroders Global Value Team., where he manages two funds, Global Recovery a…- 3 Lessons Investors Can Learn From Rush Drummer Neil PeartSummary In this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed three lessons investors can learn from Rush drummer, Neil Peart. Here’…
There’s Considerable Advantages In Setting Up A VC Fund In BangladeshDuring his recent interview with Tobias, Dan McMurtrie, Founder of the Long/Short hedge fund Tyro Partners and Bangladesh VC fund – Anchorless Bangladesh, discussed the consider…- (S02 E03) The VALUE: After Hours PodcastSummary In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: 3 Lessons Investors Can Learn From Rush Drummer – Neil Peart The Right Tail…
- One Of The Most Popular Papers On Online-Dating Advice – Written By A Hedge Fund ManagerDuring his recent interview with Tobias, Dan McMurtrie, Founder of the Long/Short hedge fund Tyro Partners and Bangladesh VC fund – Anchorless Bangladesh, discussed his very pop…
Justin Mallory – What Should Warren Buffett Buy? Summary In this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Justin Mallory’s Twitter thread on – What Should Warren Buffett Buy…- Chuck Akre – The Art Of (Not) SellingSummary In this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Chuck Akre – The Art Of (Not) Selling. Here’s an excerpt from the epis…