Value After Hours S06 E24: Bill Brewster's back on Roaring Kitty, $NVDA, $TSLA, Isotopes, Small Caps
Jun 18, 2024
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Returning guest, Bill Brewster, discusses market manipulation, stock market highs, electric vehicles, financial tools consolidation, isotopes applications, Berkshire's cash reserves, small caps, and AI advancements in various industries.
Economic reality vs. government policy challenges in investing
Ethical implications of pumping stocks with questionable intrinsic value
Importance of stability and adaptation in business models
Future impacts of AI, nuclear energy, EVs, and Bitcoin on environmental sustainability
Deep dives
Discussion on Investing Challenges
Investing in a world where economic reality seems decoupled from government actions poses significant challenges. Issues like managing deficits, market highs, and the influence of AI on investments create complexity.
Debate on Economic Realities and Government Policies
The podcast delves into the disconnect between economic reality and government policy regarding deficits and market management. The debate includes concerns about the impact of presidential candidates on deficit control and government's handling of public debt.
Roaring Kitty's Stock Manipulation Strategy
The discussion revolves around Roaring Kitty's strategy of pumping stocks with questionable intrinsic value. Evaluating his massive call options and potential manipulation tactics, the podcast highlights ethical and strategic implications of such market activities.
Isotopes and Business Analogy
The analogy between isotopes and business models is explored, emphasizing the importance of stability and adaptation. The comparison highlights different elements within business strategies and the potential for varying outcomes based on internal structures and external forces.
Future Trends in Technology and Environmental Impact
The conversation touches on the future impacts of AI, nuclear energy, EVs, and Bitcoin on energy consumption and environmental sustainability. Concerns over resource allocation, housing needs, and potential shifts in energy sources are discussed as critical factors for future development and investment.
Reflections on Inflation, Housing Challenges, and COVID Experience
The podcast reflects on rising inflation, housing shortages, and personal experiences with COVID. Insights on economic challenges, housing affordability, and the impact of viral illnesses on individuals underscore broader societal issues and personal resilience strategies.
Discussion on Investing Strategies and Market Dynamics
Insights about investing strategies, market dynamics, and the impact of current economic trends are highlighted. The debate covers critical areas like high prices, housing needs, and investment opportunities amidst changing economic landscapes.
Upcoming Ben Graham Conference and Travel Plans
Announcement about the upcoming Ben Graham Conference and travel plans, including hosting panels and vacation schedules. Insights on engaging with industry experts, participating in conferences, and taking well-deserved breaks are shared.
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
Jake's Twitter: https://twitter.com/farnamjake1
Jake's book: The Rebel Allocator https://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
https://acquirersmultiple.com/podcast/
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Firm: https://acquirersfunds.com/
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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) (https://amzn.to/2VwvAGF), Quantitative Value: A Practitioner’s Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (https://amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World’s Greatest Concentrated Value Investors (2016) (https://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).
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