Value After Hours S06 E15: Seawolf's Vinny Daniel and Porter Collins on the economy, value and banks
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- Опубликовано: 9 июн 2024
- 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.
About Jake
Jake's Twitter: / farnamjake1
Jake's book: The Rebel Allocator amzn.to/2sgip3l
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.
SEE LATEST EPISODES
acquirersmultiple.com/podcast/
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FOLLOW TOBIAS
Website: acquirersmultiple.com/
Firm: acquirersfunds.com/
Twitter: / greenbackd
LinkedIn: / tobycarlisle
Facebook: / tobiascarlisle
Instagram: / tobias_carlisle
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). 
Развлечения
The most interesting and entertaining quartet in finance. Appreciate that you guys make the time to do these on a regular basis.
“literally” 😂 jake’s dad puns are next level
great session
What happens to Shadow Banking institutions during an Eclipse ?
we should make them regular ones!! It is nice to hear sane words!
At a long ago Wesco Financial meeting, someone asked Munger about what type of vehicle to buy. Munger simply replied “Buy a Lexus!” The whole room erupted in laughter.
Love how he gets specific and so many gar flung ideas
Tobi, I don’t care how good the guests are! Veggies!!!! 🥕
I had a segment ready, but decided to yield the floor and keep the conversation flowing. Next week!
@@jacobtaylor6544Looking forward to it!
Seawolf! 🎉 Great discussion.
Herseys no doubt uses long term delivery contracts.
While we wait for EV, AI, Bitcoin to save the world we might need more electricity.
What's a safe waiting place in uranium, and why?
Honolulu!
When the unit of measure ($) declines would you not expect a Company that is earning actual money but not growing at all, does not the number of dollars increase as a function of inflation?
So increasing PE's on unprofitable companies should be a function of inflation because the unit of measure declines in value.
can anyone tell me how to get a transcript of this conversation please? thanks
acquirersmultiple.com/2024/04/value-after-hours-s06-e15-seawolfs-vinny-daniel-and-porter-collins-on-the-economy-value-and-banks/
@@TheAcquirersPodcast thank you Toby! You're a mensch!
Movie idea - “Dr. Kelton, or How I Learned to Stop Worrying and Love MMT”
Good discussion. Colombia: Civil society has proven to be robustly resistant to much of the populist nonsense coming from President Gustavo Petro. With new political leadership (1926), Colombia could blossom assuming the social contract is not too frayed.
You can still short nvda on the way down if you want, lol.
Thank God no veggies😉
Any interest in having a guest who is a retail value investor with below market performance?
Selling FANG is going to look like a mistake in 18 months
MOM is going to mad at me, I told her Veggies on Tuesday, now I'll have to wait a wholeother week! (still extremely dynamic episode)