Podcasts
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There’s Two Places In The Market Where Book Value Is Still The Best Metric For Valuationhttps://www.youtube.com/watch?v=gJoyXVvvbdc?start=1161 During his recent interview with Tobias, Tim Melvin, who is a 31 year veteran of the financial services industry, discusse…
(Ep.21) The Acquirers Podcast: Tim Melvin – Financial Value, Graham And Schloss Meets Kravis In FinancialsSummary In this episode of The Acquirer’s Podcast Tobias chats with Tim Melvin who is a 31 year veteran of the financial services industry, as a broker, advisor, and a portfolio…- Investors Can Bundle Multiple Trend Strategies To Smooth Out Returns And Reduce Volatilityhttps://www.youtube.com/watch?v=pEX-UlEfEBU?start=3272 In his recent interview with Tobias, Adam Butler, CIO of ReSolve Asset Management discusses how investors can bundle multi…
- Why Do Investors, That Are Given Proven Strategies That Work, Still Underperformhttps://www.youtube.com/watch?v=pEX-UlEfEBU?start=1452 In his recent interview with Tobias, Adam Butler, CIO of ReSolve Asset Management discusses why investors that are given p…
(Ep.20) The Acquirers Podcast: Adam Butler – Adaptive Assets, The Philosophy Of Robust QuantSummary In this episode of The Acquirer’s Podcast Tobias chats with Adam Butler, CIO of ReSolve Asset Management. Adam has developed a number of adaptive strategies that are des…- Investors Can Find Some Of The Best Opportunities In The Smallest Listed Companieshttps://www.youtube.com/watch?v=CLqepjONgtk?start=2669 During his recent interview with Tobias, Adrian Saville, CEO and founder of Cannon Asset Managers in South Africa, discuss…
The One Reason Mean Reversion Is So Powerful – This Too Shall Pass!https://www.youtube.com/watch?v=CLqepjONgtk?start=2896 During his recent interview with Tobias, Adrian Saville, CEO and founder of Cannon Asset Managers in South Africa, discuss…- What Are The Four Attributes Necessary To Create A Successful ‘SuperDogs’ Portfoliohttps://www.youtube.com/watch?v=CLqepjONgtk?start=454 During his recent interview with Tobias, Adrian Saville, CEO and founder of Cannon Asset Managers in South Africa, discusse…
(Ep.19) The Acquirers Podcast: Adrian Saville – SuperDogs, Deep Value Investing In South AfricaSummary In this episode of The Acquirer’s Podcast Tobias chats with Adrian Saville, who is the CEO and founder of Cannon Asset Managers in South Africa. Since the mid-1990’s Adr…
How To Find Great Investment Opportunities In Closely Held Micro-Capshttps://www.youtube.com/watch?v=ZyKCjW_Q5vs?start=763 During his recent interview with Tobias, small cap value manager Eric Cinnamond discusses how investors can find great inve…- There’s A Lot Of Value In Cyclical Commodity Stocks, But You Have To Use A Different Valuation Methodhttps://www.youtube.com/watch?v=ZyKCjW_Q5vs?start=1004 During his recent interview with Tobias, small cap value manager Eric Cinnamond discusses how value investors can find opp…
- Great Value Investors Have A Willingness To Look Stupidhttps://www.youtube.com/watch?v=ZyKCjW_Q5vs?start=3080 During his recent interview with Tobias, small cap value manager Eric Cinnamond discusses how great value investors have a…
(Ep.18) The Acquirers Podcast: Eric Cinnamond – Small Value, Absolute Return Small Cap Value ManagementSummary In this episode of The Acquirer’s Podcast Tobias chats with Eric Cinnamond, Founder and Co-Chief Executive Officer at Palm Valley Capital. In 2016 he closed down a $400 …
The Small Investor Advantage – Being Able To Make One’s Own Investing Decisionshttps://www.youtube.com/watch?v=21-Dy4vv0cc?start=1883 During his recent interview with Tobias legendary Australian fund manager Peter Simpson-Morgan, who ran Perpetual, discuss…- Activism, Done Correctly, Protects Shareholders From Stupid Management Decisionshttps://www.youtube.com/watch?v=21-Dy4vv0cc?start=1259 During his recent interview with Tobias legendary Australian fund manager Peter Simpson-Morgan, who ran Perpetual, discuss…
(Ep.17) The Acquirers Podcast: Peter Simpson-Morgan – Aussie Lynch, Peter Lynch-Style Investing In AustraliaSummary In this episode of The Acquirer’s Podcast Tobias chats with Peter Simpson-Morgan, a legendary Australian fund manager who ran Perpetual managing $13 billion dollars unti…- Investors Don’t Need Benchmark Comparisons, The Starting Point Is Not To Lose Moneyhttps://www.youtube.com/watch?v=21-Dy4vv0cc?start=2691 During his recent interview with Tobias legendary Australian fund manager Peter Simpson-Morgan, who ran Perpetual, discuss…
Investor Biases Can Cause You To Miss Some Of The Best Opportunitieshttps://www.youtube.com/watch?v=uBK3h0n2qPQ?start=1290 During his recent interview with Tobias, Peter Rabover, who is the Portfolio Manager at Artko Capital LP, discusses how in…