03:04

#INSIGHTS 061— Where are the capital market inefficiencies

02:42

Conversations — Scuttlebutt Investing

01:53

#INSIGHTS 060 — The concept of Reflexivity in Investing

02:13

#INSIGHTS 059 — Balancing Advice and Investing

02:17

#INSIGHTS 056 — Pension Plans and Private Equity

02:53

Conversations — The market is sometimes wrong

01:38

Conversations — When do you make the decision to sell?

01:52

#INSIGHTS 058 — Commodities and Platform Companies

01:52

#INSIGHTS 057 — When things don't go as planned

04:32

Value Investing and other active investing strategies

02:18

Conversations — Generating Income

01:55

#INSIGHTS 055 — I believe I am both

03:58

Our Income Value Portfolio after 3 years...

03:33

#INSIGHTS 054 — How and why do I get involved...

02:00

Conversations — Looking for career advice... here's an idea

02:48

One of the stupidest things I've ever read...

02:56

#INSIGHTS 053 — Alpha is what you are looking for

01:34

Conversations — The inherent repetitiveness of Value Investing

03:07

How we look at Value Investing — other elements to the investment thesis

01:25

#INSIGHTS 052 — Our Client Partners

04:20

How we look at Value Investing — Asset Value

04:20

How we look at Value Investing — Cash Flow

02:11

Conversations — the reversion to the mean for Real Estate

01:59

#INSIGHTS 051 — An enthusiastic review of the Income Value Strategy

01:24

Conversations — Happy Holidays and here's to 2019.

02:25

Conversations — A two sided relationship

02:56

Getting above the Noise (Part 4)

04:46

Getting above the Noise (Part 3)

02:24

Getting above the Noise (Part 2)

01:45

Getting above the Noise (Part 1)

03:20

#INSIGHTS 050 — Value Investing Strategies are coming back into favour.

02:21

Conversation — Boards... an arrow in the quiver of a Value Investor

03:20

#INSIGHTS 049 — investing in Cannabis

01:41

Conversations — the opportunities when it's a bit of a mess

03:01

#INSIGHTS 048 — What's really going on with the market.

03:23

Conversations — the success that comes with hard work

01:58

#INSIGHTS 047 — Defining 10 Bagger stocks

03:33

#INSIGHTS 046 — Thoughts on how to be successful in the industry

01:41

Conversations — Investing and Demographics

02:07

#INSIGHTS 045 — Active investing defined

02:17

Conversations — Stock volatility is just an opportunity

02:55

Conversations — Investment Catalysts

01:41

The Cafe' Series — calculating the business value of a portfolio

01:38

The cafe' series — the realities of value investing today.

02:00

The cafe' series — a 10% return in one day

03:13

The cafe' Series — The realities of the situation post financial crisis

01:35

What type of Investment form is Takota? Part Three

01:47

What Type of Investment Firm is Takota? Part Two

02:06

What Type of Investment Firm is Takota? Part One

03:17

#INSIGHTS 042 — Generating Investment Ideas

02:12

Conversations — Investing in Cannabis

03:04

Conversations — Why we have investment opportunities

03:07

Conversations — Value investing is not about a series of rigid rules...

04:38

#INSIGHTS 041 — The Operating Principles at Takota

03:20

A long conversation about investors and investing in three parts — Part 3 Cash and Investing...

02:56

A long conversation about investors and investing in three parts — Part 2

02:59

A long conversation about investors and investing in three parts — Part 1 What it takes...

02:10

The Plaid Shirt Series #Six — Remember the Income Value Strategy

01:40

Conversations — Fish where the fish are...

02:00

Conversations — A comment on investor psychology