Value After Hours S06 E17: Jason C. Buck on the Mutiny Fund, the Cockroach Portfolio and Volatility

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at acquirersmultiple.com/podcast
We are live every Tuesday at 1.30pm E / 10.30am P.
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ABOUT THE PODCAST
Hi, I'm Tobias Carlisle. I launched The Acquirers Podcast to discuss the process of finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.
We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.
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ABOUT TOBIAS CARLISLE
Tobias Carlisle is the founder of The Acquirer’s Multiple®, and Acquirers Funds®.
He is best known as the author of the #1 new release in Amazon’s Business and Finance The Acquirer’s Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, the Amazon best-sellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014) (amzn.to/2VwvAGF), Quantitative Value: A Practitioner’s Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World’s Greatest Concentrated Value Investors (2016) (amzn.to/2SEEjVn). He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law.
Prior to founding the forerunner to Acquirers Funds in 2010, Tobias was an analyst at an activist hedge fund, general counsel of a company listed on the Australian Stock Exchange, and a corporate advisory lawyer. As a lawyer specializing in mergers and acquisitions he has advised on transactions across a variety of industries in the United States, the United Kingdom, China, Australia, Singapore, Bermuda, Papua New Guinea, New Zealand, and Guam.
He is a graduate of the University of Queensland in Australia with degrees in Law (2001) and Business (Management) (1999).

[@BuonoBruttoCattivo77]

There is absolutely a faith element in value investing. Tough to argue.

[@GaudiumEssendi]

It's similar to the faith element in science: the belief that inductive reasoning based on past observation will provide accurate knowledge of how the world will work in future. It's worked pretty well so far.

[@BuonoBruttoCattivo77]

@@GaudiumEssendi well put

[@Martin-qb2mw]

"If you like everything in your portfolio you are not diversified". This is absolutely 100% correct but it's a lesson that many people don't understand.

[@Huskysully]

According to a guy I met who was close to the Seattle Seahawks, the goal line stats for Marshawn Lynch in 2014 was the reason they passed instead of running it in SuperBowl XLIX

[@Drazzziin]

Amazing episode! Even though I don’y agree on all, I really love Jason’s thoughtful perspectives

[@user-pz5on2ks3c]

What was the article title referenced that explores tail insurance 😅 I think I need more!

[@jasoncbuck]

Thanks for having me on fellas! 🫡🏴‍☠️

[@luis_g_77]

Hope to see you back soon. Great guest!

[@johnnyairport2]

Lowkey hoping for another pandemic so you and Corey get the band back together. Miss the pirates and booty crew!

[@luis_g_77]

Im not on Twitter so hope to see where to catch you guys!

[@jacobtaylor6544]

98% chance we'll be across the street at the Hilton after the meeting.

[@SlavElenkov]

Good input by the guest too 🫡

[@SlavElenkov]

AI segment was right on.

[@HepCatJack]

if a hundred years of data is fed in an AI it may not have the Spanish flu but it will have several similar flu occurring in Asia and the SARS epidemic from 2002 and a few others in North America from the 1960's. There's also the outbreaks of Poliomyelitis, cholera, yellow fever, meningococcal disease and measles on the African continent there's also Dengue, Cholera and Yellow Fever in South America.

[@hman2912]

Faarrqq! Might as well have been talking Mandarin talking about all the vol stuff

[@DnBPK6]

Veggies - 42:22

[@magalengo]

Veggie Tales, almost as much fun as Duck Tales.

[@luis_g_77]

​@@magalengoha it should be called Veggie Tales

[@ryan_454]

Still mad at Jason for bailing on PoF. Don't think I can watch this one.