Greenbackd | Deep value, contrarian, and activist investment
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Greenbackd is a blog dedicated to deep value, contrarian, and Grahamite investing. Greenbackd is so called because it was initially solely devoted to stocks trading at a discount to net cash value (stocks backed by a surplus of Greenbacks, hence "Greenback'd"), net current asset value, negative enterprise value, or liquidation value.
Greenbackd | Deep value, contrarian, and activist investment
4y ago
During this week’s episode of VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Bill Nygren’s $1,000 Comp Number For Netflix Subscribers: Tobias Carlisle: Let’s start with what’s Bill Nygren’s take on Netflix? Bill Brewster: He’s using HBO as the comp for the Netflix valuation where AT&T purchased, what is it a Warner, for approximately ..read more
Greenbackd | Deep value, contrarian, and activist investment
4y ago
Summary In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Bill Nygren’s $1,000 Comp Number For Netflix Subscribers – Legitimate Number Or Funny Math? Michael Green’s Thesis On The Rise Of Passive Investing Causing A Melt-Down The Investing Version Of Marry, F#&%, Kill – Buy, Trade, Short Does Michael ..read more
Greenbackd | Deep value, contrarian, and activist investment
4y ago
Summary During this week’s Value: After Hours podcast Taylor, Brewster, and Carlisle discuss Dan Rasmussen’s recent article – The Way The World Should Work. Here’s an excerpt from the discussion: Tobias Carlisle: What’s your topic, Jake Jake Taylor: Today talking about Dan Rasmussen’s recent, I guess you would say email or article about the way ..read more
Greenbackd | Deep value, contrarian, and activist investment
4y ago
Summary During this week’s Value: After Hours podcast Taylor, Brewster, and Carlisle discuss Restoration Hardware and some reasons why Warren Buffett bought 1.2 Million shares in the company. Here’s an excerpt from the discussion: Tobias Carlisle: Why don’t we kick off the topics. Bill, do you want to take it away with Restoration Hardware ticker is ..read more
Greenbackd | Deep value, contrarian, and activist investment
4y ago
Summary In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Why Did Warren Buffett Buy 1.2 Million Shares Of Restoration Hardware? – A Comprehensive Analysis Dan Rasmussen – The Way The World Should Work Is Price-to-Book Broken? Or, Does It Still Work Internationally? How Should You Treat Leases When ..read more
Greenbackd | Deep value, contrarian, and activist investment
4y ago
Here’s a list of this week’s best investing reads: Charts of the Decade (A Wealth of Common Sense) The Twitter Types (The Irrelevant Investor) The Top Performing Stocks of the Decade (The Reformed Broker) How To Turn $100,000 Into $20 Million (TAM) The Financial Illiteracy Epidemic (The Rational Walk) Ancient Funds That Are Still Beating the Market (Validea ..read more
Greenbackd | Deep value, contrarian, and activist investment
4y ago
During this week’s Value: After Hours podcast Taylor, Brewster, and Carlisle discuss Warren Buffett, and his ability to play the long game. Here’s an excerpt from the discussion: Jake Taylor: I think that is one of the interesting things of watching different managers and their pace of play over decades. You watch Berkshire as sort ..read more
Greenbackd | Deep value, contrarian, and activist investment
4y ago
During this week’s Value: After Hours podcast Taylor, Brewster, and Carlisle discuss why some CEO’s insist on taunting traders who short-sell their company’s stock. Here’s an excerpt from the discussion: Bill Brewster: Yeah. Something that came into the news recently was Lourenco Goncalves at Cliff’s Natural Resources, or Cleveland Cliffs, used to be Cliff’s Natural ..read more
Greenbackd | Deep value, contrarian, and activist investment
4y ago
During this week’s Value: After Hours podcast Taylor, Brewster, and Carlisle discuss Jim Simons, and his incredible ability to continue to make money, but we can’t figure out how. Here’s an excerpt from the discussion: Tobias Carlisle: I’ve been reading the book about Simons. Jake Taylor: Yeah. Is that any good? Tobias Carlisle: It’s very ..read more
Greenbackd | Deep value, contrarian, and activist investment
4y ago
Summary In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: We Still Haven’t Figured Out How Jim Simons Makes Money Why Do Some CEO’s Insist On Taunting Traders That Short-Sell Their Stock? Warren Buffett’s Failed Bid For Tech Data Corp Could Be A Sign That Value Is Returning Why ..read more