The Acquirer’s Multiple – ValueWalk Premium

Value Investing Parallels: The Late 1990s And Now

During his recent interview with Tobias, Eric Cinnamond of Palm Valley Capital discussed Value Investing Parallels: The Late 1990s And Now. Here’s an excerpt from the interview: Q4 2020 hedge fund letters, conferences and more Image source: YouTube Video Screenshot Value Investing Parallels: The Late 1990s And Now Tobias: What are the parallels...

Why #neversell Is Cyclical

During his recent interview with Tobias, Andrew Walker, Portfolio Manager at Rangeley Capital discussed Why #neversell Is Cyclical. Here’s an excerpt from the interview: Q3 2020 hedge fund letters, conferences and more Image source: YouTube Video Screenshot Why #neversell Is Cyclical Tobias: Where do you fall on never sell or selling as a value...

Opportunities In SPACs

During his recent interview with Tobias, Andrew Walker, Portfolio Manager at Rangeley Capital discussed Opportunities In SPACs. Here’s an excerpt from the interview: Q3 2020 hedge fund letters, conferences and more Image source: YouTube Video Screenshot Opportunities In SPACs Tobias: When I first encountered SPACs was probably a little bit more than a decade...

Bill Nygren: Strong Opinions Weakly Held

In his recent Q4 2020 Market Commentary, Bill Nygren discussed his review of 2020, the rise of Barstool Sports’ Dave Portnoy as the new market guru, his sum-of-the-parts valuation of Facebook, and how value investors can benefit from ‘strong opinions weakly held’. Here’s an excerpt from the commentary: Q3 2020...

Baby Carrots-Zugzwang

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Baby Carrots-Zugzwang. Here’s an excerpt from the episode: Q3 2020 hedge fund letters, conferences and more Image source: YouTube Video Screenshot Baby Carrots-Zugzwang Jake: With the popularity of the Queen’s Gambit and chess apparently is all the rage...

Never Rebalance & Rarely Trim

During his recent interview with Tobias, Andrew Wellington, Co-Founder and Managing Partner at Lyrical Asset Management discussed Never Rebalance & Rarely Trim. Here’s an excerpt from the interview: Q3 2020 hedge fund letters, conferences and more Image source: YouTube Video Screenshot Never Rebalance & Rarely Trim Tobias: Okay, that makes sense. You’ve got...

Stock Market Operators

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Stock Market Operators. Here’s an excerpt from the episode: Q3 2020 hedge fund letters, conferences and more Stock Market Operators Bill: I don’t know. Something that you said that when we talked that, you wanted to be...

Invincible Industrialists

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Invincible Industrialists. Here’s an excerpt from the episode: Q3 2020 hedge fund letters, conferences and more Image source: YouTube Video Screenshot Tobias: Bill and I recorded a long-form podcast on Bill’s new podcast called The Business Brew,...

Treasure Hunting

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Treasure Hunting. Here’s an excerpt from the episode: Q3 2020 hedge fund letters, conferences and more Image source: YouTube Video Screenshot Treasure Hunting Jake: Anyway, all right. Our story starts with a Silver Star Vietnam air combat veteran....

Charles Munger: 6 Traits Of Being A Great Investor

In his recent Caltech webinar, Charles Munger was asked, what are the traits of being a great investor? Here’s his response: Q3 2020 hedge fund letters, conferences and more Charlie: Obviously you have to know a lot. But partly it’s temperament. Partly it’s deferred gratification. You got to be willing to wait. Good investing requires...

Low-Turnover Compounding

During his recent interview with Tobias, Elliot Turner, Managing Partner at RGA Investment Advisors and Twitter guru discussed Low-Turnover Compounding. Here’s an excerpt from the interview: Q3 2020 hedge fund letters, conferences and more Image source: YouTube Video Screenshot Tobias: How do you characterize what you do now? How would you describe an...

Buffett’s Hitting Coach Munger

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Buffett’s Hitting Coach Munger. Here’s an excerpt from the episode: Q3 2020 hedge fund letters, conferences and more Buffett's Hitting Coach Munger Tobias: I’ve said this to you guys before, but I think that Munger is one...

Long-Lived Instos

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Long-Lived Instos. Here’s an excerpt from the episode: Q3 2020 hedge fund letters, conferences and more Image source: YouTube Video Screenshot Long-Lived Instos Jake: All right, veggie time. So, this segment is called The Data of Long-lived Institutions,...

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