Podcasts
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Turnarounds In Big Brand Names Provide Significant Investment OpportunitiesDuring his recent interview with Tobias, Dan McMurtrie, Founder of the Long/Short hedge fund Tyro Partners and Bangladesh VC fund – Anchorless Bangladesh, discussed how turnarou…- (Ep.49) The Acquirers Podcast: Dan McMurtrie – SuperMugatu – Long/Short Equity, Bangladesh Venture Capital, And Millennial DatingIn this episode of The Acquirer’s Podcast Tobias chats with Dan McMurtrie. He’s the Founder of the Long/Short hedge fund Tyro Partners and Bangladesh VC fund – Anchorless Bangla…
Aswath Damodaran’s – Revisiting The Big Market DelusionSummary In this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Aswath Damodaran’s – Revisiting he Big Market Delusion. Here’s an exce…
Investing Using A Buffett Partnership Style StrategyDuring his recent interview with Tobias, Steven Kiel of Arquitos Capital discusses investing using a Buffett Partnership style strategy. Here’s an excerpt from the interview: To…- (S02 E02) The VALUE: After Hours PodcastSummary In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: A Review Of Aswath Damodaran’s – Revisiting The Big Market Delusion Chuck A…
The Entire Stock Market Is Loaded To One Side Of The BoatDuring this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss how the entire stock market is currently loaded to one side of the boat, and…- S1 And S3 Filings Provide A Great Source For Investment OpportunitiesDuring his recent interview with Tobias, Steven Kiel of Arquitos Capital discusses how S1 and S3 filings provide a great source for investment opportunities. Here’s an excerpt f…
- ‘Transition Companies’ Provide Successful Investment OpportunitiesDuring his recent interview with Tobias, Steven Kiel of Arquitos Capital discusses special situation investing and ‘transition companies’. Here’s an excerpt from the interview: …
- How Do You Know When You’re Ready To Start Your Own Fund And Run Outside Capital?During this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss how you know when you’re ready to start your own fund and run outside capita…
- (Ep.48) The Acquirers Podcast: Steven Kiel – Transition Co’s – Balance-Sheet-To-Income-Statement Investing, Special Situations And GrahamIn this episode of The Acquirer’s Podcast Tobias chats with Steven Kiel. He runs Arquitos Capital and he’s got a lot of other interesting investments. He’s also a special situat…
- @LAForeverHall’s Thought Provoking TweetStormDuring this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss @LAForeverHall’s Thought Provoking TweetStorm: Tobias Carlisle: The tweet st…
Key Insights From The Man Who Solved The MarketDuring his recent interview with Tobias, Gregory Zuckerman, author of The Man Who Solved the Market, discussed his key takeaways from the book. Here’s an excerpt from the interv…- (S02 E01) The VALUE: After Hours PodcastSummary In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Our 2020 New Year’s Resolutions 3 Points From @LAForeverHall’s Thought Prov…
- How Being ‘Too Big’ In Investing Leads To UnderperformanceDuring his recent interview with Tobias, Gregory Zuckerman, author of The Man Who Solved the Market, discussed how being too big in investing leads to under-performance. Here’s …
The Investing Version Of Marry, F#&%, Kill – Buy, Trade, ShortDuring this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss the investing version of Marry, F#&%, Kill – Buy, Trade, Short: Jake Taylor:…- Michael Green’s Thesis On The Rise Of Passive Investing Causing A Melt-DownDuring this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Michael Green’s Thesis On The Rise Of Passive Investing Causing A Melt-Down:…
- (Ep.47) The Acquirers Podcast: Greg Zuckerman – Jim Simons, Rentech, Quantitative Investing, Behavioral ErrorsSummary In this episode of The Acquirer’s Podcast Tobias chats with Gregory Zuckerman. He’s a journalist at the Wall Street Journal. He’s written several fantastic books. His mo…
- Why Rentech Is More Successful Than Other FirmsDuring his recent interview with Tobias, Gregory Zuckerman, author of The Man Who Solved the Market, discussed what makes Rentech more successful than other investing firms. Her…