Value After Hours S04 E32: Tera-Caps and Tech Outperformance; The Price of Time;
Show More
- 0.5
- 1
- 1.5
- 2
Other episodes
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 maker, then as an investor and investment advisor. The firm’s investment approach derives from the work of the late Benjamin Graham, co-author of the […]
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://greenbackd.com/ Cam Harvey’s Yield Curve Inversion: https://www.fuqua.duke.edu/duke-fuqua-insights/harvey-yield-curve-2019 NY Fed Recession Model: https://www.newyorkfed.org/research/capital_markets/ycfaq.html#/interactive CAPE: https://www.multpl.com/shiller-pe About Bill: Bill runs Sullimar Capital Group, a family investment firm. […]
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 publishing brand, is a newsletter and website that examines markets through the lenses of game theory and history. Over 100,000 professional investors and allocators across 180 countries read Epsilon […]
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://greenbackd.com/ ICE BofA US High Yield Index Option-Adjusted Spread: https://fred.stlouisfed.org/series/BAMLH0A0HYM2 About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill’s website: https://sullimarcapital.group/ Bill’s […]
Steady Hands: How the leaders of four SME businesses are weathering the Coronavirus storm with Tobias Carlisle on The Acquirers Podcast
We host a roundtable discussion with the leaders of four $10+million / yr revenue businesses are weathering the Coronavirus storm. The participants are as follows: Ariel Barbouth is the founder of Nuchas, the Evolution of Hand-Held Foods. Born and raised in Buenos Aires, he has a BS in Manufacturing Engineering and a Master Degree of […]
Seed Stage: Alex Rubalcava from value investor to seed-stage venture capital with Tobias Carlisle on The Acquirers Podcast
Alex Rubalcava is the Managing Partner and Co-Founder of Stage Venture Partners. He started his career as an analyst at Anthem Venture Partners, a leading venture capital firm in Santa Monica. Alex is a 2002 graduate of Harvard University. Alex’s website: https://www.stagevp.com/ Alex’s Twitter: https://twitter.com/AlexRubalcava ABOUT THE PODCAST Hi, I’m Tobias Carlisle. I’ve launched […]
Value: After Hours S02 E10: Ben Franklin's Prudential Algebra, Value and Growth 2000s vs 2010s and Investing in Fins and OTAs
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://greenbackd.com/ About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill’s website: https://sullimarcapital.group/ Bill’s Twitter: @BillBrewsterSCG Value: After Hours is a podcast about […]
Small Activist: Jeff Gramm on small and microcap activism, Columbia GSB, and distressed hedge funds with Tobias Carlisle on The Acquirers Podcast
Jeff Gramm is a hedge fund manager and an adjunct professor at Columbia Business School. Gramm has spent as much time evaluating CEOs and directors as he has trying to understand and value businesses. He has seen public companies that are poorly run, and some that willfully disenfranchise their shareholders. While he pays tribute to […]
Value: After Hours S02 E09: Markets in Turmoil! Coronavirus Edition, Thinking about the Future, and Punishing venial value sins
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://greenbackd.com/ About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill’s website: https://sullimarcapital.group/ Bill’s Twitter: @BillBrewsterSCG Value: After Hours is a podcast about […]
