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@HK8107FicusTechHoldingOwedsala 12 сағат бұрын
Hope to understand how Mr.Zwirn and Arena kept their investment in HK8107 Ficus Tech profitable as the 2nd largest shareholder, while 300+ employees are UNPAID for 5 months and have to Borrow money for Xmas and New Year meals. Stock price is stable at HKD0.60 as 27/12/2024. Good job! 👍
@diegogedge3640 18 сағат бұрын
BEST INTERVIEW EVA
@macfin4862 9 күн бұрын
Merry christmas to the hosts & the ten!
@tylercampbell7209 10 күн бұрын
man y'all were vibing. the conversation feels so effortless in this one.
@jacobtaylor6544 10 күн бұрын
All of our guests are great, but Jason is hands down one of my favs.
@randalljmoore 10 күн бұрын
Make Jason a regular guest please guys.
@ChrisE1415 10 күн бұрын
I am not a programmer, but do a lot of programming for my job and ChatGPT has atleast 10x'd my programming speed. Just the free version of ChatGPT as well. It still requires me to break the problem down and interpret the code. But it can put together small chunks of code very quickly and generally better quality than what I would do and I don't have to constantly look up particular commands. Then talking to a friend recently who is a programmer, she was telling me a lot of software engineers are loosing their jobs due to the higher productivity.
@porka2992 10 күн бұрын
This guy speaks fast
@ሽሮእወዳለሁ 10 күн бұрын
💯 I typically watch at 1.5X speed, not today.
@rodgercampbell7603 10 күн бұрын
Think how noisy being inside his brain must be. Constant storm.
@jasoncbuck 9 күн бұрын
😂
@magalengo 10 күн бұрын
Munger said it best just before his death, if you don’t have an oversized position in at least 2-3 of the large technology companies, you will be left in the dust.
@joezawinulreviewsandreacti2509 10 күн бұрын
Or Reysas : )
@ValueHurts 10 күн бұрын
This show was probably the bottom in value and volatility. Roll on 2025….
@bradgrasl3483 13 күн бұрын
One of the best episodes in awhile.
@eswaranwaran9011 17 күн бұрын
The whole episode was veggies!
@samonaro65 17 күн бұрын
When's Bill back?!😊
@rickfool1452 17 күн бұрын
that dude seems to be going through the most drawn out mid-life crisis I've ever seen. he wants to change his podcast from an investment themed one to a generic one, or so he says. wouldn't be too surprised honestly if Bill announced tmr he would be moving to the Appalachian mountains to be a cattle rancher of some sort to podcast from there.
@ratsuel8152 23 күн бұрын
ATZ is a true Peter Lynch style investment for anyone raised in Vancouver, Toronto or maybe Montreal. It is hard to appreciate how deeply it penetrates the closets of its customers unless you grew up in these big Canadian cities. Gwen is right that it could be an idea for the next decade. ATZ has no penetration outside California and NY, and zero operations in Asia.
@Gingerbreadaddict 23 күн бұрын
The Journal has a good podcast on the cranberry company referred to Ocean Spray, who produce 65% of the worlds cranberries. The episode title is Canned or Homemade.
@bradgrasl3483 23 күн бұрын
Hingham is the “most efficient” because they spend $0 on creating a deposit franchise….also the reason their NIM got completely destroyed the past two years. Not sure this is something to glorify
@kapilkhetan9141 23 күн бұрын
how does one find a transcript for this episode please. Thanks
@tipcows 24 күн бұрын
pretty cool to have a person who's done so much research into banking even though i don't believe ZIG or ZAG invest in financials. love that you can bring on a guest who is able to share insights into banks and what to look for. the question on red flags was great, and even asking what are levered assets. even if tobias knew, i didn't, and she explained it concisely.
@claymanwayfaerer 24 күн бұрын
Not sure if its just me but I'm having a hard time catching the tickers/company names Gwen is mentioning in the 5-10min mark.
@zeegdude 24 күн бұрын
Same but found them $ATZ:TSE for Aritzia and $FOUR:LSE for 4imprint Group
@ChrisE1415 24 күн бұрын
Lon:four
@SlavElenkov Ай бұрын
Anywhere outside of the US is really tough to invest for cultural reasons. I’m Bulgarian by birth, but a world traveler and when I go to a country I like to study cultural ethos and behavior. I have many stories, but the short of it is: Nowhere in the world in capital success celebrated and supported nearly as much as in the US. Warren is an American hero. The richest business owners in other countries are public enemy #1. This leads to a cap on success. Many of the best foreign companies pay 70-90% in taxes to the government just so they are allowed to exist. It’s also hard to innovate when you are so worried about survival in your host country.
@magalengo Ай бұрын
The more of these active cigar-butt type investment strategies I listen to, the more glad I am that in 2011-2012 I put my entire net worth in high quality companies like Apple,Google,Costco,Visa,Mastercard, Northrop Grumman, etc. Having to constantly be faced with extremely difficult problems with low quality businesses is too difficult for my simple mind. The day I decided to follow Philip Fisher and move away from Ben Graham my life became far more simple.
@raypurchase3597 Ай бұрын
Would you be glad to put your entire net worth in these companies starting from today?
@magalengo Ай бұрын
@ Thankfully I don’t have to face that choice, but the people that didn’t buy, now have that difficult decision.
@raypurchase3597 Ай бұрын
I agree with you re quality companies but I do love the sport of value investing. I guess we wait until the next bear market, have our shopping list ready and hope we have the nerve to pull the trigger?
@prat-man Ай бұрын
I guess patience is important.. all quality companies present opportunities to buy over time.. I made sizable positions with gains in Google, Amazon, Salesforce, Visa, Shopify, Palantir in the past couple of years. All good companies present opportunities
@magalengo Ай бұрын
@ The only one I am currently adding to is GOOG. Extreme patience and doing nothing, collect the dividends and look for new fish.
@HepCatJack Ай бұрын
Buffett says ignore macro but he sold his TSM position where Saber rattling over Taiwan. There are 4 big Unknown for China, possible Taiwan Invasion, a return to heavy handedness in companies by the CCP and there's the Trade Wars which are all 3 big unknowns and difficult to figure out. There may also be a return of the threat of delisting Chinese companies from the US which may push people to use ETF's instead of owning the stocks directly just to have liquidity a bit longer if they're delisted. This could be addressed by China having their most important firms listed on the TSX as well.
@DnBPK6 Ай бұрын
Veggies - 29:31
@macfin4862 Ай бұрын
Oi, some of my family was born in Wodonga, lived in Howlong (another great name) up the road Excellent guest and episode
@ConioPendeho Ай бұрын
Wait wait. MINUTE 18 : I'm old enough to REMEMBER Jake's Veggie about the statics of SKiers.. "out of 10 races , would you rather.." I WAS THERE (feel like a 80 year talking about Woodstock 'I was there')
@hman2912 Ай бұрын
Very different episode, i loved it. I agree, running zone 2 all the time won't make you quick, you need those fast workouts too. Cheers lads.
@kunverjihirani276 Ай бұрын
🙏👍😊
@anomniscientcat3483 Ай бұрын
Between Phil Pearlman and Tom (?) Morgan, I think you guys are branching out in a great direction. Us analytical types, ever-fixated on optimization, certainly tend to be interested in health and wellness (and of course, psychology) as well. Good choice!
@TheAcquirersPodcast Ай бұрын
Thanks for the feedback. We will try to work a few of these in on occasion.
@samonaro65 Ай бұрын
Missed the live stream! Wow straight off the bat, very open discussion... Love the psychology aspect in markets... great interview
@jaymani6892 Ай бұрын
Gentlemen, great guest, good questions ...cheers
@stevenrodia5891 Ай бұрын
I started buying AGO during the PR crisis. The shares outstanding were ~225m (currently ~52m)...one of the best, quiet capital allocation stories of the past decade.
@granitemannh Ай бұрын
T&T Capital paid a $30,000 fine in May 2023 for not being registered in Pennsylvania. Yikes!
@Gingerbreadaddict Ай бұрын
Awesome guest.
@macfin4862 Ай бұрын
Love the pod
@ElLotdog Ай бұрын
Buffett said at the last meeting that Greg will be in charge of the overall portfolio. Todd and Ted will manage their pieces of the portfolio as they do now…
@chuckdiezel7652 Ай бұрын
I just finished reading margin of safety (PDF) would be great to get SK on an episode. Is there a release date on book?
@PacificOutspread Ай бұрын
It's such a great podcast!!! However, however, ... the guests often are so hard to hear/understand! If you could just strongly suggest to each guest to wear a headset such as the one Tobias uses, it would be so much better!
@gavinbyrnes9131 Ай бұрын
Looking forward to the website that cannot be named JT!
@SlavElenkov Ай бұрын
That was a good one, Jake 👍. I’m a tennis pro by trade. It reminds me of how difficult it is to teach older people new technique because their muscle groups are so wired to move in a certain way, they’ve lost the ability to disassociate muscle activation in isolation or in conjunction with different muscles. In other words, that portion of their “katemari?” is so massive, that changing it or cutting it off is nearly impossible, and if they do it they feel like they’ve lost a part of themselves and resist the change at least subconsciously. It’s tragic, because adults are always way more excited about learning and progress than kids. Where as changing or learning a new technique for kids is just another day at the park and “programming” or tacking on new concepts to a small “katamari” feels effortless, because of the lack of mass or years of inertia. 🤷♂️
@DnBPK6 Ай бұрын
Veggies - 31:38
@magalengo Ай бұрын
Turns out the unflattering things said about Marty Whitman were correct, over his last 10 years the performance was horrible.
@carm4646 Ай бұрын
Have you thought of converting BCM Focus Small/Micro-Cap Fund (BCSMX) to an ETF when net assets are higher? You're strategy seems relatively low turnover, but an ETF has great tax efficiency and is an ideal structure for long-term, taxable investors. Great discussions! Thanks
@Gingerbreadaddict Ай бұрын
Tobz being modest - we (the 10) know you loaded up on $META a couple of years ago on the dip 😉
@alberto-vedovi Ай бұрын
Thank you guys for the episode. Loved today's guest and the overall approach. I tend to have similar opinions towards UK insurers and reinsurers as they are really cheap at the moment. Also interesting the insight to look at small cap Japan. I stopped looking at that market following the recent run, but there might be some still some gems then.
@adriansaw8329 Ай бұрын
He better be a watch aficionado
@DnBPK6 Ай бұрын
Veggies - 27:58
@macfin4862 Ай бұрын
That opening sound from JT and Tobias forgetting where he is is how I know I can trust the pod. It's the equivalent of the annual report not using fancy paper back in the day
@ecnav13 Ай бұрын
This is gold.
@magalengo Ай бұрын
Guest audio sounds like mumble rap.
@robertstilson9294 Ай бұрын
I own Howden, very thinly traded $hwdjf
@porka2992 2 ай бұрын
Weapons companie's incentive is to go to war. Maybe that's why Buffett doesn't invest in them... I respect for Buffet for that 🫶🏻