

Venture Value: David Barr on small and micro growth and value with Tobias Carlisle on The Acquirers Podcast
Jul 12, 2021
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
Introduction
00:00 • 2min
Pendergroth Fund - The Fund That Started at All
02:20 • 2min
What's the Return on Invested Capital?
04:11 • 3min
Canadian Capital Markets
06:47 • 4min
How Did You Get Your Start as an Investor?
10:31 • 4min
Is That a Characterization of Your Philosophy?
14:18 • 3min
Stitch Fix - How to Generate Alfa in the Markets?
17:47 • 2min
How Do You Find These Opportunities?
20:01 • 3min
How Do You Think About Diversification When Building a Portfolio?
22:47 • 2min
Is Mister Market Saying the Business Is Worth Less Today Than Yesterday?
24:49 • 4min
Technology Companies Are Crazy Overvalued Right Now
29:08 • 2min
Are You Trying to Pinc Me Down?
30:43 • 4min
How Do You Get Comfortable With the Competitive Advantage?
34:21 • 2min
How Do You Think About Valuation When Looking at Something Like This?
36:34 • 4min
Wecomas
40:52 • 5min