Value: After Hours S02 E36 Masa Son's $4billy YOLO Trade, Slime Value Investors, Creativity in Value
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://ac...
17 Sep 202059min
Navalmanack: Eric Jorgenson on The Almanack of Naval Ravikant with Tobias on The Acquirers Podcast
Eric Jorgenson is the author of The Almanack of Naval Ravikant, a book collecting and curating Naval Ravikant’s wisdom from Twitter, Podcasts, and Essays over the past decade.Release Date: September 1...
14 Sep 202053min
Value: After Hours S02 E35 Warren Buffett Buys Japan, Bill's Big Bet, RJR RuBisCO, the Buffett Indicator
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://ac...
10 Sep 20201h 1min
FOIA Warrior: Scott Jackson on small value, and FOIA requests with Tobias on the Acquirers Podcast
Scott Jackson is CIO of Ravenwood Capital Management, LLC, a research oriented investment management firm that employs a value investment strategy, investing in publicly traded equities Twitter: htt...
7 Sep 202054min
Value: After Hours S02 E34 Dan Loeb on Strategy, Buy Now Pay Later $QVCC, Cocker Spandrels
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://ac...
3 Sep 20201h 4min
Franco's Filter: Francisco Olivera on highly concentrated quality with Tobias Carlisle on The Acquirers Podcast
Francisco Olivera is president of Arevilo Capital Management. Arevilo invests in businesses by taking concentrated positions (10-25% of capital) with long-term holding periods (5-10+ years) Twitter: ...
31 Aug 20201h 2min
Value: After Hours S02 E33 Montier on Valuations and Carry, Buffett Buys GOLD, OPM
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://ac...
27 Aug 20201h 2min
Moat Master: Brian Bares talks small cap, moats, and high growth with Tobias Carlisle on The Acquirers Podcast
Brian Bares founded Bares Capital Management, Inc in Austin, Texas in 2000. He believes concentrated portfolios of inefficiently priced small companies lead to high relative compounding. His firm mana...
24 Aug 202057min
