The Acquirer’s Multiple – ValueWalk Premium

The Value Spectrum

During his recent interview with Tobias, Matthew Sweeney, Managing Partner at Laughing Water Capital, discussed The Value Spectrum. Here’s an excerpt from the interview: Q3 2020 hedge fund letters, conferences and more Image source: YouTube Video Screenshot Tobias: Let’s take a step back and talk a little bit about your philosophy. So,...

Inflation And Value

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Inflation And Value. Here’s an excerpt from the episode: Q3 2020 hedge fund letters, conferences and more Image source: YouTube Video Screenshot Tobias: Yeah, I’ll take a shot at it. So, we’ve had this massive crash. We’ve...

Endogenous Versus Exogenous Rates Of Return

During his recent interview with Tobias, David Horn, Adjunct Professor of Applied Value Investing at Columbia Business School, discussed Endogenous Versus Exogenous Rates Of Return. Here’s an excerpt from the interview: Q3 2020 hedge fund letters, conferences and more Image source: YouTube Video Screenshot David: Let’s get in a little bit. And...

Bruce Greenwald – “We Didn’t Get Growth Right!”

During his recent interview with Tobias, David Horn, Adjunct Professor of Applied Value Investing at Columbia Business School, discussed Greenwald – “We Didn’t Get Growth Right!”. Here’s an excerpt from the interview: Q3 2020 hedge fund letters, conferences and more Image source: YouTube Video Screenshot Tobias: If it’s the Greenwald class, you’re...

The Big Con

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed The Big Con. Here’s an excerpt from the episode: Q3 2020 hedge fund letters, conferences and more Image source: YouTube Video Screenshot Tobias: I might punt a little bit on Edward. We can talk about Edward in...

French Cashflows

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed French Cashflows. Here’s an excerpt from the episode: Q2 2020 hedge fund letters, conferences and more Image source: YouTube Video Screenshot Tobias: I have some presentations coming up. And I had to just go back and look...

“Black Swan” Volatility

During their recent interview with Tobias, Jason Buck and Taylor Pearson of The Mutiny Fund discussed “Black Swan” Volatility. Here’s an excerpt from the interview: Q2 2020 hedge fund letters, conferences and more Tobias: So, the Mutiny Fund is, from what I can see, it’s a tail risk fund, is that...

Cicadas, Parasites And Prime Numbers

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Cicadas, Parasites And Prime Numbers. Here’s an excerpt from the episode: Q2 2020 hedge fund letters, conferences and more Image source: YouTube Video Screenshot Jake: All right. Let’s talk about investment cicadas. I’m going to start off...

Larry Swedroe: The Pool Of Victims Is Shrinking

During his recent interview with Tobias, Larry Swedroe, author of The Incredible Shrinking Alpha discussed why The Pool Of Victims Is Shrinking. Here’s an excerpt from the interview: Q2 2020 hedge fund letters, conferences and more Image source: YouTube Video Screenshot Tobias: Well, let’s talk about those other ones. You say, “The...

Credit To Michael Burry

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Credit To Michael Burry. Here’s an excerpt from the episode: Q2 2020 hedge fund letters, conferences and more Tobias: I think that Burry doesn’t get enough credit for his recent– Like, I think that’s what Burry was...

DCF Is The Least Reliable Part Of A Manager’s Process

During his recent interview with Tobias, Brian Bares, Founder of Bares Capital Management discussed why DCF Is The Least Reliable Part of a Manager’s Process. Here’s an excerpt from the interview: Q2 2020 hedge fund letters, conferences and more Image source: YouTube Video Screenshot Tobias: Let’s talk about valuation for a little bit....

The Efficacy Of Fundamental Analysis Has Declined

During his recent interview with Tobias, Partha Mohanram, a Professor of Accounting and John H. Watson Chair in Value Investing at The University of Toronto discussed how The Efficacy Of Fundamental Analysis Has Declined. Here’s an excerpt from the interview: Q1 2020 hedge fund letters, conferences and more Image source: YouTube Video Screenshot Tobias: That...

Finding Great Opportunities In Tier One Microcaps

During his recent interview with Tobias, Maj Soueidan, President and Co-Founder at Geoinvesting discussed Finding Great Opportunities In Tier One Microcaps. Here’s an excerpt from the interview: Image source: YouTube Video Screenshot Tobias: It’s been a bit of tough time to be a small micro-cap investor. It’s such a beaten-up, bombed-out part of...

Berkshire Hathaway – Shrinking Its Way To Profitability

During his recent interview with Tobias, Christopher Bloomstran, President and CIO of Semper Augustus Investments Group discussed Berkshire – Shrinking Its Way To Profitability. Here’s an excerpt from the interview: Q1 2020 hedge fund letters, conferences and more Chris Bloomstran: We really haven’t had to whack the machete that much a lot of it...

Why Is Warren Buffett Selling Stocks Down Under 10%

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed some reasons Why Warren Buffett Is Selling Stocks Down Under 10%. Here’s an excerpt from the episode: Q1 2020 hedge fund letters, conferences and more Tobias Carlisle: Yeah. Let’s talk about WEB and his kind of...

Bill Ackman: Lessons I Learned From Warren Buffett

Here’s a great interview with Bill Ackman on The Knowledge Project Podcast speaking about a number of really interesting topics including lessons he learned from Warren Buffett, saying: Q1 2020 hedge fund letters, conferences and more Question: What are some of the lessons that you’ve learned over the years from Warren...

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