Podcasts
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(Ep.12) The Acquirers Podcast: Ben Claremon – SMID Value, Opportunities In Small And SMID Cap ValueSummary In this episode of The Acquirer’s Podcast Tobias chats with Ben Claremon, a Principal and Portfolio Manager at Cove Street Capital. Ben’s focus is on the SMID-Cap Univer…
How Smart Investors Use ‘Good’ Leverage To Magnify Returnshttps://www.youtube.com/watch?v=CT5DXNB3KKY?start=243 In his recent interview with Tobias, Dan Rasmussen, who is the Founder and Portfolio Manager of Verdad Advisors provides so…- Investing Decisions Should Be Based On Empirical Data – Not Stories And Emotionshttps://www.youtube.com/watch?v=CT5DXNB3KKY?start=3120 In his recent interview with Tobias, Dan Rasmussen, who is the Founder and Portfolio Manager of Verdad Advisors provides s…
- How Can Investors Implement A Successful Private Equity Strategy Into The Public Marketshttps://www.youtube.com/watch?v=CT5DXNB3KKY?start=70 In his recent interview with Tobias, Dan Rasmussen, who is the Founder and Portfolio Manager of Verdad Advisors provides som…
(Ep.11) The Acquirers Podcast: Dan Rasmussen – Private Equity, Replicating PE In Public MarketsSummary In this episode of The Acquirer’s Podcast Tobias chats with Dan Rasmussen, who is the Founder and Portfolio Manager of Verdad Advisors. During the interview Dan talks ab…
Value Investing Will Turn Around But No-One Can Say Whenhttps://www.youtube.com/watch?v=93ZZx44J4So?start=2862 During his recent interview with Tobias, Justin Carbonneau, a Partner at Validea Capital discusses how value investing wil…- How Do You Generate A Performance Record Better Than Mohnish Pabraihttps://www.youtube.com/watch?v=93ZZx44J4So?start=1423 During his recent interview with Tobias, Justin Carbonneau, a Partner at Validea Capital discusses the performance of some…
- The Time When Your Strategy Is Really About To Start Working Is Right At The Time You’re Going To Fold Your Handhttps://www.youtube.com/watch?v=93ZZx44J4So?start=1686 During his recent interview with Tobias, Justin Carbonneau, a Partner at Validea Capital discusses how often the time when…
(Ep.10) The Acquirers Podcast: Justin Carbonneau – Guru Stocks, How To Replicate The Strategies Of Value GurusSummary In this episode of The Acquirer’s Podcast Tobias chats with Justin Carbonneau, a Partner at Validea Capital Management. Validea replicate guru strategies and track some …
Breadth And Risk Appetites Provide Investors With Great Timing Toolshttps://www.youtube.com/watch?v=bxW1iASwzxQ?start=2995 During his recent interview with Tobias, Jesse Felder, hedge fund manager and Founder of The Felder Report Newsletter disc…- There’s A Philosophical Problem With Passive Investing That A Lot Of Investors Don’t Appreciatehttps://www.youtube.com/watch?v=bxW1iASwzxQ?start=1371 During his recent interview with Tobias, Jesse Felder, hedge fund manager and Founder of The Felder Report Newsletter disc…
- The Most Important Thing For Investors To Focus On Right Now Is Not Earnings – It’s Marginshttps://www.youtube.com/watch?v=bxW1iASwzxQ?start=485 During his recent interview with Tobias, Jesse Felder, hedge fund manager and Founder of The Felder Report Newsletter discu…
- (Ep.9) The Acquirers Podcast: Jesse Felder – Bear Sh*tting, The Hidden Risks For U.S EquitiesSummary In this episode of The Acquirer’s Podcast Tobias chats with Jesse Felder, who is the Founder of the popular U.S newsletter – The Felder Report, and is the co-founder of …
Why Is It So Difficult For Companies To Adopt A Value Investing Strategyhttps://www.youtube.com/watch?v=Ry_HO9V4xHI?start=1645 During his recent interview with Tobias. Joseph Calandro Jnr provides some great insights into the difficulty associated w…- What Are The Steps Investors Can Take To Discover A Company’s Hidden Assetshttps://www.youtube.com/watch?v=Ry_HO9V4xHI?start=621 During his recent interview with Tobias. Joseph Calandro Jnr discusses the steps that investors can take to uncover a compa…
- Hidden Assets: Just How Did Disney Unlock $17 Billion+ From A $4 Billion Acquisition Of Marvel?https://www.youtube.com/watch?v=Ry_HO9V4xHI?start=328 During his recent interview with Tobias. Joseph Calandro Jnr discusses how investors can find value in companies with hidde…
- (Ep.8) The Acquirer’s Podcast: Joseph Calandro Jr – Hidden Assets, M&A Dealmaking: Disney And Marvel’s MoviesSummary In this episode of The Acquirer’s Podcast Tobias chats with Joseph Calandro, Jr. During the interview Joseph, who is the author of Applied Value Investing and 50 researc…
Why ‘Covered Calls’ Are A Great Strategy For Enhancing Yieldhttps://www.youtube.com/watch?v=g45heRGKrpE?start=1492 During his recent interview with Tobias. Tim Travis of T&T Capital Management discusses why ‘covered calls’ are a great st…