He gave a talk a few years back at an university, I liked it a lot and I tried finding any other talks he gave , there is absolutely nothing out there on the internet. Thanks Tobias , this is the awesome.
Fantastic episode! Loving the community feel from all your guests. They speak so respectfully of other investors, even if they don’t agree with their approach completely. You going to get Meb Faber on soon?
19:00 - Surprised he never gave a nod to Akre given his 3 qualitative buckets are just a clone of Akre's 3 legs of the stool (moat/unit economics, skilled/high-integrity mgmt, and long/wide runway for above average reinvestment returns).
Do you ever sleep? See you uploading videos super late and dropping Twitter bombs first thing in the morning. Judging by that, those books you read on "vacation" and your unwavering deep value faith... yup Tobias is a robot.
Wow! The best hour I spent this week.
Thank you for the interview!
Excellent, thanks for having Brian on.
This one was absolutely gold!!
Thank you Tobias.
Glad to hear it!
Thanks !!!both very much.I think something incredibly,exited,important.
Fantastic episode, great guest! Amazing content as per usual, Tobias. Keep it up! All the best
So thankful for all the value you provide for free. I can't even imagine all the work that goes into it.
Excellent interview, thanks. Really fascinating approach.
He gave a talk a few years back at an university, I liked it a lot and I tried finding any other talks he gave , there is absolutely nothing out there on the internet. Thanks Tobias , this is the awesome.
This was a great interview. He had a lot to share and we got to hear it.
Hi yyiui
Fantastic episode!
Loving the community feel from all your guests. They speak so respectfully of other investors, even if they don’t agree with their approach completely.
You going to get Meb Faber on soon?
19:00 - Surprised he never gave a nod to Akre given his 3 qualitative buckets are just a clone of Akre's 3 legs of the stool (moat/unit economics, skilled/high-integrity mgmt, and long/wide runway for above average reinvestment returns).
If TSLA doubles one more time Toby I'll be able to open an account with this guy. Good interview as always!
Do you ever sleep? See you uploading videos super late and dropping Twitter bombs first thing in the morning. Judging by that, those books you read on "vacation" and your unwavering deep value faith... yup Tobias is a robot.