Odinian Beta

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.com/ The 47,500% Return: Meet The Billionaire Family Behind The Hottest Stock Of The Past 30 Years: https://www.forbes.com/sites/abrambrown/2020/01/13/heico-mendelson/#49de695f4b18 About Bill: Bill runs Sullimar Capital Group, a […]

Simon Adler joined Schroders in 2008 as an analyst in the UK equity team, analysing the Media, Transport, Leisure, Chemicals and Utility sectors. In 2014 he moved into a fund management role and has experience managing Global ESG and Pan-European funds. He joined the value investment team in July 2016 to focus on UK institutional […]

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.com/ Didier Sornette’s TED Talk on predicting financial crises: https://www.ted.com/talks/didier_sornette_how_we_can_predict_the_next_financial_crisis/transcript  The Sornette Wave (Log-Period Bubble): https://www.hussmanfunds.com/wmc/wmc130415.htm  Barry Diller and IAC: https://www.forbes.com/sites/antoinegara/2019/10/02/who-needs-moonshots-how-former-hollywood-mogul-barry-diller-built-a-42-billion-tech-fortune-out-of-underdog-assets/#f0cfe7c368eb  https://www.cnbc.com/video/2019/10/30/watch-cnbcs-full-interview-with-media-mogul-barry-diller.html  https://www.stitcher.com/podcast/vox/recode-decode/e/58843590 About Bill: Bill […]

Daniel McMurtrie, better known as FinTwit’s @Supermugatu, runs a long/short hedge fund, a Bangladeshi venture fund and wrote the modern 95 Theses for millennial daters: The Dating Market: Thesis Overview.    Dan’s firm: https://www.tyropartners.com/ Dan’s Twitter: https://twitter.com/supermugatu ABOUT THE PODCAST Hi, I’m Tobias Carlisle. I’ve launched a new podcast called The Acquirers Podcast. The podcast […]

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.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 value […]

Steven Kiel manages Arquitos Capital, a private investment firm. Arquitos manages a U.S. onshore fund, Arquitos Capital Partners, LP and a BVI offshore fund, Arquitos Capital Offshore, Ltd. Arquitos is also the controlling shareholders in Enterprise Diversified, Inc. (OTCQB: SYTE).   Steve’s firm: https://www.arquitos.com/  Steve’s Twitter: https://twitter.com/Steven_Kiel ABOUT THE PODCAST Hi, I’m Tobias Carlisle. I’ve […]

Gregory Zuckerman is a “Special Writer” at the WSJ. He is the author of a new book about Jim Simons and RenTech: https://amzn.to/2tAkxU9.  He is also the author of The Greatest Trade Ever https://amzn.to/2ZQ5v96 and The Frackers.   Greg’s Twitter: https://twitter.com/GZuckerman  Greg at the WSJ: https://www.wsj.com/news/author/gregory-zuckerman ABOUT THE PODCAST Hi, I’m Tobias Carlisle. I’ve launched […]

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.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 value […]

Jose Ivan Garcia of Spain’s Zona Value talks about value investing in Spain and Europe. Ivan shows a backtest of the acquirers multiple vs the magic formula in a blended US and European universe.  Zona Value’s website: https://zonavalue.com/  Zona Value Twitter: https://twitter.com/zonavalue  Ivan’s Twitter: https://twitter.com/J_Ivan_Garcia  Lorenzo’s Twitter: https://twitter.com/L_serratosa ABOUT THE PODCAST Hi, I’m Tobias Carlisle. […]