Podcasts
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The Three Things Investors Should Target In A Potential Investment – Moat, Management, And Forecastabilityhttps://www.youtube.com/watch?v=XNwhabhyi7o?start=777 During their recent interview with Tobias, Sean Stannard-Stockton and Todd Wenning of Ensemble Capital discuss the three th…- Investors Should Focus On Idiosyncratic Businesses To Generate Outsized Returnshttps://www.youtube.com/watch?v=XNwhabhyi7o?start=169 During their recent interview with Tobias, Sean Stannard-Stockton and Todd Wenning of Ensemble Capital explain why investor…
- (Ep.39) The Acquirers Podcast: Ensemble Capital – Competitive Advantage, Long-Only, Concentrated, High Conviction, High QualitySummary In this episode of The Acquirer’s Podcast Tobias chats with Sean Stannard-Stockton and Todd Wenning of Ensemble Capital. The firm has a very traditional buffet style, hi…
- Cloud – The Next Big Adoption CurveDuring his recent interview with Tobias, Marcelo Lima, managing member of Heller House, discusses cloud computing as the next big adoption curve, and the opportunities that it p…
- Why Did Warren Buffett Decline Jeff Raikes Advice To Invest In Microsoft When It Was Less Than $20?During his recent interview with Tobias, Marcelo Lima, managing member of Heller House, discusses the email that Jeff Raikes sent to Warren Buffett, advising him to invest in Mi…
- Has The Internet Changed Value-Investing Forever?During his recent interview with Tobias, Marcelo Lima, managing member of Heller House, discusses whether software-as-a-service has changed value investing from what Warren Buff…
(Ep.38) The Acquirers Podcast: Marcelo Lima – Growth Underwriter, Software-As-A-Service (SAAS), And Intrinsic ValueSummary In this episode of The Acquirer’s Podcast Tobias chats with Marcelo Lima. He is the managing member of Heller House, who follow the time-tested strategies of Graham, Dod…
Investors Can Calculate Compounding Trajectory In Asian Companies, Based On The Disruption Created In Developed MarketsDuring her recent interview with Tobias, Rashmi Kwatra, founder and CIO of Sixteenth Street Capital, discusses how investors can calculate compounding trajectory in Asian compan…- The Leapfrog Effect: Fast-Growing Emerging Economies Can Take Advantage Of Technological Advances, Bypassing Traditional Infrastructure BuildingDuring her recent interview with Tobias, Rashmi Kwatra, founder and CIO of Sixteenth Street Capital, discusses ‘The Leapfrog Effect’ – how fast-growing emerging economies can ta…
- How To Discover Compounders In Growth Emerging Markets (GEMs)During her recent interview with Tobias, Rashmi Kwatra, founder and CIO of Sixteenth Street Capital, discusses how to discover compounders in growth emerging markets (GEMs). Her…
(Ep.37) The Acquirers Podcast: Rashmi Kwatra – Emerging Value, Value In South-East Asian Emerging MarketsSummary In this episode of The Acquirer’s Podcast, Tobias chats with Rashmi Kwatra. She is the founder and CIO of Sixteenth Street Capital, which invests in emerging markets usi…
(Ep.36) The Acquirers Podcast (Bonus): Ian Cassel Interviews Tobias CarlisleSummary In this episode of The Acquirer’s Podcast Ian Cassel steps into the hosts seat to interview Tobias Carlisle. Ian is the Founder of MicroCapClub and Intelligent Fanatics …
Is Value Investing A Bet Against Tech?https://www.youtube.com/watch?v=xj1V8AFXIA0?start=1138 During his recent interview with Tobias, Jack Forehand, Partner at Validea Capital Management, discusses whether value inv…- Does Big Data Lead To More Value Traps?https://www.youtube.com/watch?v=xj1V8AFXIA0?start=1015 During his recent interview with Tobias, Jack Forehand, Partner at Validea Capital Management, discusses whether big data …
- How To Recreate A Buffett Style Portfoliohttps://www.youtube.com/watch?v=xj1V8AFXIA0?start=63 During his recent interview with Tobias, Jack Forehand, Partner at Validea Capital Management, discusses how to recreate a B…
(Ep.35) The Acquirers Podcast: Jack Forehand – Practical Quant, Applied Value, Momentum, And Guru ReplicationSummary In this episode of The Acquirer’s Podcast Tobias chats with Jack Forehand. He is a Partner at Validea Capital Management and responsible for the firm’s overall operation…
Investors Can Find Great Opportunities In Stocks With A Masking Effecthttps://www.youtube.com/watch?v=N8poJe2osJg?start=869 During his recent interview with Tobias, Connor Haley, Founder of Alta Fox Capital Management, discusses how investors can …- The 3 Investment Edges Every Investor Should Be Seekinghttps://www.youtube.com/watch?v=N8poJe2osJg?start=1626 During his recent interview with Tobias, Connor Haley, Founder of Alta Fox Capital Management, discusses the three investm…