TIP450: Mastermind Q2 2022 W/ Tobias Carlisle and Hari Hamachandra| Listen on Anghami

Yesterday

TIP845: Copart Stock (CPRT): Is Copart Now a Buy? w/ Daniel Mahncke & Shawn O'Malley

Daniel Mahncke and Shawn O’Malley revisit Copart (NASDAQ: CPRT), the online salvage auction giant that turns totaled cars into a global marketplace, connecting insurers with more than a million buyers across 190 countries. Copart owns over 250 salvage yards outright — land that’s ... Show More

1h 9m

Sep 6

TIP844: Uber (UBER): The Autonomy Referendum — Is Mr. Market Completely Wrong? w/ Daniel Mahncke & Shawn O’Malley

Shawn O’Malley and Daniel Mahncke revisit Uber (NYSE: UBER), one of the largest holdings in The Intrinsic Value Portfolio, fifteen months after they first pitched it. In that time, Uber’s operating profits have roughly doubled, free cash flow has climbed to about $10 billion a ye ... Show More

1h 6m

Sep 3

TIP843: AppLovin (APP): The 30-Bagger Down More Than Half w/ Kyle Grieve & Shawn O'Malley

In today’s episode, Kyle Grieve and Shawn O’Malley break down AppLovin, the mobile advertising platform that went from a failed app recommendation tool to one of the most profitable businesses in ad tech. They walk through how the company makes money on both sides of the ad excha ... Show More

1h 30m

Oct 2022

MI Rewind: A Rational Approach to Investing w/ Tobias Carlisle

IN THIS EPISODE, YOU’LL LEARN: 02:00 - How Tobias ended up becoming a value investor. 07:43 - What investors had a big impact on Tobias’s own development. 32:20 - How inflation impacts his overall thought process for stock investing. 44:03 - Tobias’s thoughts on an appropriate di ... Show More

52m 1s

Aug 2025

Magnetic Position Sensors $MELE, Promo Market $FOUR and Ingles $INMKT with Gwen Hofmeyr | S07 E26

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 https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P.About Jake Jake's ... Show More

1h 1m

Oct 2025

Winning Long-Term Games and Ergodicity with Author Luca Dellanna | S07 E36

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. ⁠⁠⁠Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking⁠⁠⁠ (⁠⁠⁠Kindle⁠⁠⁠)We are live every Tuesday at 1.3 ... Show More

1 h

Nov 2025

Running Oak's Seth Cogswell on his Efficient Growth Strategy | S07 E40

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. ⁠⁠⁠⁠⁠⁠Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking⁠⁠⁠⁠⁠⁠ (⁠⁠⁠⁠⁠⁠Kindle⁠⁠⁠⁠⁠⁠)We are live every Tu ... Show More

1h 1m

Sep 2024

Value After Hours S06 E33 Big Short's Vincent Daniel and Porter Collins on Gold, Oil, and Housing

<p>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 https://acquirersmultiple.com/podcast We are live every Tuesday at 1.30pm E / 10.30am P. About Jake ... Show More

1h 2m

Apr 2023

Advice to a Young(er) Investor

What do you wish you knew when you were just starting out investing? (00:21) Jason Moser discusses: - Roblox sharing its last batch of monthly metrics - Why the company still has a "glass half-full valuation" - Thoughts for a relatively new investor with decades of investing ahe ... Show More

27m 3s

Jan 2021

REI053: Evaluating Markets and Pandemic Investing with Axel Ragnarsson

IN THIS EPISODE, YOU’LL LEARN: How to set real estate investing goals. How COVID has impacted investor’s portfolios. How to evaluate real estate markets to invest in. All about the sales and marketing side of real estate. And much, much more! *Disclaimer: Slight timestamp discrep ... Show More

48m 5s

Mar 2020

REI009: From Small Portfolio to Full-Time Passive Syndication Investing with Spencer Hilligoss

IN THIS EPISODE, YOU’LL LEARN: How to get started in real estate. What a real estate syndication is. How to qualify as an accredited investor. How to partner and invest with professional firms for large deals. What holds new investors back from getting started. And much, much mor ... Show More

29m 1s

Jul 2025

Zeke Ashton on Buffett, the Post-Value Era, UnitedHealth $UNH and his Four Decision Factors| S07 E23

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 https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P.About Jake Jake's ... Show More

1h 3m

Sep 2020

Value: After Hours S02 E36 Masa Son's $4billy YOLO Trade, Slime Value Investors, Creativity in Value

<p>Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at <a href="https://acquirersmultiple.com/ ">https://acquirersmultiple.com/ </a></p> ... Show More

59m 19s

TIP450: Mastermind Q2 2022 W/ Tobias Car...