He gave a talk a few years back at an university, I liked it a lot and I tried finding any other talks he gave , there is absolutely nothing out there on the internet. Thanks Tobias , this is the awesome.
Fantastic episode! Loving the community feel from all your guests. They speak so respectfully of other investors, even if they don’t agree with their approach completely. You going to get Meb Faber on soon?
19:00 - Surprised he never gave a nod to Akre given his 3 qualitative buckets are just a clone of Akre's 3 legs of the stool (moat/unit economics, skilled/high-integrity mgmt, and long/wide runway for above average reinvestment returns).
Do you ever sleep? See you uploading videos super late and dropping Twitter bombs first thing in the morning. Judging by that, those books you read on "vacation" and your unwavering deep value faith... yup Tobias is a robot.
Thanks !!!both very much.I think something incredibly,exited,important.
Thank you for the interview!
Wow! The best hour I spent this week.
Excellent, thanks for having Brian on.
This one was absolutely gold!!
Thank you Tobias.
Glad to hear it!
He gave a talk a few years back at an university, I liked it a lot and I tried finding any other talks he gave , there is absolutely nothing out there on the internet. Thanks Tobias , this is the awesome.
So thankful for all the value you provide for free. I can't even imagine all the work that goes into it.
Excellent interview, thanks. Really fascinating approach.
Fantastic episode!
Loving the community feel from all your guests. They speak so respectfully of other investors, even if they don’t agree with their approach completely.
You going to get Meb Faber on soon?
Fantastic episode, great guest! Amazing content as per usual, Tobias. Keep it up! All the best
This was a great interview. He had a lot to share and we got to hear it.
Hi yyiui
If TSLA doubles one more time Toby I'll be able to open an account with this guy. Good interview as always!
19:00 - Surprised he never gave a nod to Akre given his 3 qualitative buckets are just a clone of Akre's 3 legs of the stool (moat/unit economics, skilled/high-integrity mgmt, and long/wide runway for above average reinvestment returns).
Do you ever sleep? See you uploading videos super late and dropping Twitter bombs first thing in the morning. Judging by that, those books you read on "vacation" and your unwavering deep value faith... yup Tobias is a robot.