During their recent episode, Taylor, Carlisle, and Jason Hirschman discussed Why Micro-Caps Are Attractive. Here’s an excerpt from the episode: Tobias: I think that’s a pretty good answer. I like that approach to its sizing helps you deal with that sort of risk. Talk to us a little bit about ... Read More| The Acquirer's Multiple®
During their recent episode, Taylor, Carlisle, and Jason Hirschman discussed Lessons from the XPEL Investment. Here’s an excerpt from the episode: My question is for XPEL. So, XPEL is a slightly different situation where it’s a newer business. They have similar crisis, but more directly related to their core business. ... Read More| The Acquirer's Multiple®
During their recent episode, Taylor, Carlisle, and Jason Hirschman discussed Blending Value and Growth Opportunities. Here’s an excerpt from the episode: Second, should you be a value investor or growth investor? I think the best opportunities tell you the answer. Value of growth? I think the answer is yes. Again, ... Read More| The Acquirer's Multiple®
During their recent episode, Taylor, Carlisle, and Jason Hirschman discussed The “Salad Oil” Approach to Investing. Here’s an excerpt from the episode: So, guys, I think your audience has probably deeper knowledge of Berkshire Hathaway than any other financial podcast in the developed world. [Jake laughs] So, I think I ... Read More| The Acquirer's Multiple®
During their recent episode, Taylor, Carlisle, and Jason Hirschman discussed: From Family Business to Hudson 215 Capital The “Salad Oil” Approach to Investing Blending Value and Growth Opportunities Lessons from the XPEL Investment Why Micro-Caps Attract Me The Substack and AI Revolution in Micro-Cap Investing Expanding Opportunities Abroad Red Flags and Lessons ... Read More| The Acquirer's Multiple®
During their recent episode, Taylor, Carlisle, and Gwen Hofmeyr discussed Valuation, Cyclicality, and Robotics Potential. Here’s an excerpt from the episode:| The Acquirer's Multiple®
During their recent episode, Taylor, Carlisle, and Gwen Hofmeyr discussed Deep Dive into Melexis: Belgium’s Niche Sensor Powerhouse. Here’s an excerpt from the episode:| The Acquirer's Multiple®
In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Gwen Hofmeyr discuss:| The Acquirer's Multiple®
During their recent episode, Taylor, Carlisle, and Barry Ritholz discussed The Wealth Ladder Framework. Here’s an excerpt from the episode:| The Acquirer's Multiple®
In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Nick Maggiulli discuss:| The Acquirer's Multiple®
During their recent episode, Taylor, Carlisle, and Jim and Abigail Zimmerman discussed What Ribosomes Can Teach Us About the Future of Manufacturing. Here’s an excerpt from the episode:| The Acquirer's Multiple®
During their recent episode, Taylor, Carlisle, and Jim and Abigail Zimmerman discussed Avoiding Value Traps by Tracking Free Cash Flow. Here’s an excerpt from the episode:| The Acquirer's Multiple®
During their recent episode, Taylor, Carlisle, and Jim and Abigail Zimmerman discussed Fort Knox Balance Sheets Help You Sleep at Night. Here’s an excerpt from the episode:| The Acquirer's Multiple®
During their recent episode, Taylor, Carlisle, and Zeke Ashton discussed Margin of Safety vs Momentum. Here’s an excerpt from the episode:| The Acquirer's Multiple®
During their recent episode, Taylor, Carlisle, and Zeke Ashton discussed Selling, Round-Trips, and Behavioral Tactics. Here’s an excerpt from the episode:| The Acquirer's Multiple®
During their recent episode, Taylor, Carlisle, and Zeke Ashton discussed The Four Controllables in Investing. Here’s an excerpt from the episode:| The Acquirer's Multiple®
During their recent episode, Taylor, Carlisle, and Zeke Ashton discussed The Post-Value Era and Buffett’s Legacy. Here’s an excerpt from the episode:| The Acquirer's Multiple®
In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Zeke Ashton discuss:| The Acquirer's Multiple®
During their recent episode, Taylor, Carlisle, and Dave Collum discussed The Bear Case: What Happens When the Tailwinds Reverse. Here’s an excerpt from the episode:| The Acquirer's Multiple®
During their recent episode, Taylor, Carlisle, and Dave Collum discussed Why the Bull Case Was So Powerful. Here’s an excerpt from the episode:| The Acquirer's Multiple®
During their recent episode, Taylor, Carlisle, and Dave Collum discussed The Case-Shiller PE and Valuation Distortions. Here’s an excerpt from the episode:| The Acquirer's Multiple®