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Value: After Hours LIVE S02 E15: Is it Safe?, Value and the Market, Decision Making: Iterating
Season 2
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and…
6 years, 6 months ago
Titan Tech: Clayton Gardner talks old-school hedging in new-school tech with Tobias Carlisle
Season 2 Episode 62
Clayton Gardner has spent the majority of his career as an investor at multi-billion dollar hedge funds, applying the long-term, quality-oriented app…
6 years, 6 months ago
Value: After Hours S02 E14: The Grain-of-Salt Indicator, $RH Restoration Hardware, and Bear Market Rally, Lower Low Consensus Consensus
Season 2 Episode 14
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and…
6 years, 6 months ago
CSI: Financials: Stephen Clapham on forensic accounting with Tobias on The Acquirers Podcast
Season 2 Episode 61
Stephen Clapham, a forensic accounting expert and founder of Behind the Balance Sheet, discusses the warning signs of accounting shenanigans.
Steph…
6 years, 6 months ago
Value: After Hours S02 E13: Mauboussin's BIN There, Done That, Liberty Hedge Fund Hotel, and Tobias's Value Portfolio Gets An Upgrade
Season 2 Episode 13
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and…
6 years, 6 months ago
Long Term: Tweedy Browne, from Benjamin Graham's broker to value icon with Tobias Carlisle on The Acquirers Podcast
Season 2 Episode 60
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 groun…
6 years, 6 months ago
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…
6 years, 6 months ago
Epsilon t: Dr Ben Hunt on game theory, big compute, the narrative machine and COVID19 with Tobias on The Acquirers Podcast
Season 2 Episode 60
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.
Ep…
6 years, 7 months ago
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…
6 years, 7 months ago
Steady Hands: How the leaders of four SME businesses are weathering the Coronavirus storm with Tobias Carlisle on The Acquirers Podcast
Season 2 Episode 59
We host a roundtable discussion with the leaders of four $10+million / yr revenue businesses are weathering the Coronavirus storm. The participants a…
6 years, 7 months ago