Titan Tech: Clayton Gardner talks old-school hedging in new-school tech with Tobias Carlisle
Clayton Gardner has spent the majority of his career as an investor at multi-billion dollar hedge funds, applying the long-term, quality-oriented approach that Titan uses today. He graduated from The ...
13 Apr 202053min
Value: After Hours S02 E14: The Grain-of-Salt Indicator, $RH Restoration Hardware, and Bear Market Rally, Lower Low Consensus Consensus
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://gr...
9 Apr 20201h 3min
CSI: Financials: Stephen Clapham on forensic accounting with Tobias on The Acquirers Podcast
Stephen Clapham, a forensic accounting expert and founder of Behind the Balance Sheet, discusses the warning signs of accounting shenanigans. Stephen Clapham runs Behind the Balance Sheet https://ww...
6 Apr 202053min
Value: After Hours S02 E13: Mauboussin's BIN There, Done That, Liberty Hedge Fund Hotel, and Tobias's Value Portfolio Gets An Upgrade
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://gr...
1 Apr 20201h 6min
Long Term: Tweedy Browne, from Benjamin Graham's broker to value icon with Tobias Carlisle on The Acquirers Podcast
Tweedy, Browne Company LLC was established in 1920 as a dealer in closely held and inactively traded securities. The firm's 100-year history is grounded in undervalued securities, first as a market ma...
30 Mar 20201h 4min
Value:After Hours LIVE S02 E012: Deploying Capital in a Crash, The Four Horsemen of the Coronapocalypse and Helping Locally
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://gr...
26 Mar 20201h 1min
Epsilon t: Dr Ben Hunt on game theory, big compute, the narrative machine and COVID19 with Tobias on The Acquirers Podcast
Dr Ben Hunt is the creator of Epsilon Theory and inspiration behind Second Foundation Partners, which he co-founded with Rusty Guinn in June 2018. Epsilon Theory, Second Foundation’s principal publish...
23 Mar 20201h 1min
Value: After Hours S02 E11: Markets in Turmoil II, Fragility and Antifragility, High Yield Index
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://gr...
19 Mar 202055min
