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
We are live every Tuesday at 1.30pm E / 10.30am P.
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Jake’s book: The Rebel Allocator
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) ( Quantitative Value: A Practitioner’s Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) ( and Concentrated Investing: Strategies of the World’s Greatest Concentrated Value Investors (2016) ( 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)….(read more)
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In the latest episode of the Value After Hours podcast, host Jake Taylor sat down with investment manager Christopher Bloomstran to discuss a wide range of topics including Warren Buffett, Berkshire Hathaway, Charlie Munger, the S&P 500, and China.
As an investor and admirer of Warren Buffett and Charlie Munger, Bloomstran shared his insights on Berkshire Hathaway and the principles that have guided their success over the years. He highlighted the importance of thinking long-term, focusing on businesses with strong competitive advantages, and being patient in the face of market volatility.
One of the key takeaways from the episode was Bloomstran’s analysis of Berkshire Hathaway’s recent underperformance compared to the S&P 500. He pointed out that while Berkshire has lagged behind the market in recent years, he is confident that the company’s strong fundamentals and disciplined approach to investing will eventually pay off for shareholders.
Bloomstran also discussed the impact of China on the global economy and the implications for investors. He emphasized the importance of understanding the complexities of the Chinese market and the risks associated with investing in the country.
Overall, the conversation between Bloomstran and Taylor was both informative and insightful, providing listeners with valuable perspectives on investing, Berkshire Hathaway, and the global economy. As investors continue to navigate uncertain market conditions, the wisdom and experience shared by Bloomstran serve as a valuable resource for anyone looking to make informed investment decisions.
This could have been cut to 5-10 minutes. Speed it up.
Can Berkshire Hathaway keep adding value after Warren Buffett's death.
Lovely discussion! Can’t wait to read Chris’s letter!!!
This is what I want.
Well done
Definitely do not give up the steak! That's the healthiest thing you can eat. Check out Ken Berry MD on YouTube, as well as many others who are not tied to the pharm and cereal advertising dollars.
Always good to hear from Bloomstran. His detailed accountant type analysis of Berkshire is very useful. China comments perhaps a little one sided. The missing part of the China discussion for me is despite the obvious demographic issues and communist ideology, companies like BYD are demonstrating that they are innovative. Having central control also helps get things done. They are also fast. The US has its own major structural problems not least a debt problem that a sky high stock market masks. The US education system. The drug problems. The political situation in the US is not without risk. Seems a little arrogant to paint US as the only show in town. Not many are in a position to out think Munger. We’ll see how it all pans out longer term. I am no fan of communists but the US is also spiralling towards big problems lead by either a man near death, or an incoming Trump that is a complete sociopath. I also think rich fund managers should reflect on how they might have benefited from following Buffett all these years and a booming stock market. Maybe we are not all that smart.
Suggest reading the book: “The world according to China”… I wouldn’t bet against Munger
No veggies! A bit of extra sweetness in this one
Great episode
I dig Chris episodes. Great stuff
Veggies??????????
Good to see a discussion of Apple and their capital allocation. Perhaps Buffett has discussed it in private with management. It is hard to reconcile with Buffetts high standards and public comments over the years.
You should ask your guest how he really feels about China.
Very interesting conversation. Thank you.
Great to here his thoughts and insights today, thanks.
Found Tobias through Chris's Twitter and went through the Acquirers Multiple last night . Great Stuff in the book and the podcast. Thanks a Lot fore Sharing Quality Learnings & education. Listening to Chris is another blessing for Value Seekers.
I learned a lot from Tobias.thanks mate! ❤