Danger Man: Mark Simpson on finding your edge, avoiding behavioral errors with Tobias Carlisle on The Acquirers Podcast
Mark Simpson is a value Investor and author of Excellent Investing: How to Build a Winning Portfolio Buy the book: https://amzn.to/2Pb43d5 Mark's Website: http://excellentinvesting.org/ Mark's Twit...
24 Feb 20201h 22min
Value: After Hours S02 E07 How Tom Gayner Sizes Positions, The 700 Year Decline in Interest Rates and Discussing Marathon's Capital Account
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...
20 Feb 202047min
Pop Delusions: Dylan Grice on the golden age of duration, why economists are cargo cultists, and the anatomy of a forecast with Tobias Carlisle on The Acquirers Podcast
Dylan Grice is the founder of Calderwood Capital Research. Before Calderwood, Dylan was the Head of Liquid investments at Calibrium AG, a private investment office based in Zurich, Switzerland. Pri...
17 Feb 202055min
Value: After Hours S02 E06: Bruce Greenwald on Local Competitions, Oil Pops the Everything Bubble, Jack Henry and Associates $JKHY
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...
13 Feb 20201h 14min
Equity Momo: Newfound's Corey Hoffstein on robust momentum and quant value with Tobias on The Acquirers Podcast
Corey Hoffstein is co-founder of and Chief Investment Officer at Newfound Research. Founded in August 2008, Newfound Research is a quantitative asset management firm based out of Boston, MA. Newfound...
10 Feb 202059min
Value: After Hours S02 E05: Time for Risk Arbitrage, Mark Leonard's Constellation CSU.TO Acquisition Strategy and Terry Smith's Fundsmith letter
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...
6 Feb 202052min
Private Value: Jonathan Boyar on PM value, spin offs, Liberty and Super Mario Gabelli with Tobias Carlisle on The Acquirers Podcast
Link to the Offer: https://share.hsforms.com/1zCrrkwvJTFKAGFSr1YtP_w2qhmh Jonathan is President of Boyar’s Intrinsic Value Research LLC., an independent research boutique established in 1975 that coun...
3 Feb 202050min
Value: After Hours S02 E04: How $HEI ran 47,500% in 30 years; Anti-FOMO Starter Sizing Rules for Value Guys; and Nuance in the Value vs Glamour debate
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://greenbackd.c...
30 Jan 202057min
