$CSL Carlisle Tape Reports
Per Ticker.id: $CSL Carlisle Tape Reports — 1 podcast mention across 1 podcast (30 days), latest 2026-07-31 06:30 UTC.
Tobias Carlisle And if you read that book and then you look at Palantir, I think it gives you an idea of what the philosophy behind founding that company was. And Besides Peter Thiel, who bankrolled an initial cost of $30 million for this company, In-Q-Tel, the CIA's venture arm, also put in $2 million, which doesn't sound like a lot when you compare it to Palantir's size today, which is depending on the day between $350 and $400 billion. But it was less about the $2 million and more about the access, you know, that you get to the government sector if you're sort of sponsored by, you know, the venture arm of the CIA. They actually introduced Palantir to working for most of these intelligence agencies, but also analysts. And for a good 2 years, Palantir basically built the product, or their only product, just for this one client.
Daniel Mahncke — The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · TIP841: Palantir – Palantir is Cheaper than I Thought! w/ Daniel Mahncke & Shawn O’Malley · 2026-08-27Absolutely. Absolutely. I think that the globalization that took place really from, you know, it started, I guess, in the '80s, '90s, aggressively 2000s. Is reversing, no question about that. I think we've acknowledged that it is very dangerous, that we can't have critical metals, minerals, resources in the hands of people that want to take us over and they want to bury us. And so that, I think, is a big trade, the reshoring trade, that sort of Hamiltonian approach where, again, Trump has put these tariffs on, so he's going to put the pressure on businesses to bring their capital back to the or back to the West and Western Hemisphere. And I think that that is alive and well, and the companies that we're investing in do benefit from that— industrial companies, different companies that are going to be housing the businesses and capital that comes back, Prologis and so forth. We have an investment in Prologis as an example. Carlisle Materials, which again, do siding, roofing, all that stuff with reindustrialization. They already have a great installed base, but that just adds more growth to their business and so on. So no. And then also ultimately in finding metals and minerals and in some of these, some of these important strategic investments. It was just a couple of days ago, a couple of weeks, maybe a week or two ago that the White House convened that mining conference. I think that's a, that's a huge issue. And I think a big, big event even in Canada, believe it or not. I mean, Canada, we've got these resources that has the US salivating if we ever develop them. But we've got all of these woke socialists up here. But even our Prime Minister, Mark Carney, is having an investment summit, a mining summit, September, I think it's 15th or so, 15th, 16th in Toronto. And he's bringing together mining executives to try to fast-track more development in Canada. So, and that's coming from someone who's quite left and, you know, and really has been held hostage by the environmental groups. But even then, he's saying like, this is impossible not to get involved in. So that again is part of deglobalization, building up resources in the Western Hemisphere. I'm sure the US is putting lots of pressure also on Canada, and I'm glad for that.
Jonathan Wellum — Thoughtful Money with Adam Taggart · With Trust Breaking The World Over, Quality Collateral Is Now Key | Jonathan Wellum · 2026-08-182%, 3%. Well, if you can buy one at 8, 9 times earnings and they might only be growing top line at 2%, but they have a combined ratio of 60% or 70%, so they're making a 30% profit margin, plus their investment portfolio is massive. It's growing and adding profits. They can grow earnings at double digits even though the top line is not growing much. And if you can buy them at, you know, 1/10 or 1/6 of the market, you know, multiple, that cycle will turn and we'll make lots of money. So, you know, we can find again, places where people just don't care about. So we just pick away. Industrial businesses are another spot where there's some really good valuations in a number of industrial businesses. We talked about Carlisle, we talked about Schneider Electric and stuff like that. I think the valuations are fair. I wouldn't say they're cheap, but these companies are growing quickly and they're very profitable and they're leaders. So that's sort of, you know, in some financial, you know, well, financial, some, as I say, the insurance companies, we also own one of the companies that I think is a great company if you believe in this whole AI trade and you believe in commodities and so forth. And that's with Sprott Inc. We own, you know, Rick Rule's company. Company. Rick Rule is the largest shareholder in Sprott Inc. It originated in Toronto up here with Eric Sprott. And so we followed the company for many years and it's become the leader in commodities. And so if you believe that people are going to buy more copper, more uranium, more lead, more gold, more silver, more companies in this space, then Sprott provides you, I guess, like 50 ETFs that are growing very quickly and you buy the management company. Why own the ETF when you can own the company that's gonna receive all the revenues from the ETFs? I mean, that's way better leverage. And I think that's a takeover candidate probably in the next 3 to 5 years, if not sooner. So that's just different places that you can look in businesses you can find in terms of investing in.
Jonathan Wellum — Thoughtful Money with Adam Taggart · With Trust Breaking The World Over, Quality Collateral Is Now Key | Jonathan Wellum · 2026-08-18I mean, so this one is the most personal and I have to buy the Baltimore Orioles and figure out how to do it. Although I do like, we have the Carlisle guy, David Rubenstein owning them now. But, uh, look, I'm not going to say this is the best buy, but I just, there's tradition there. There's a rabid fan base. The whole Washington thing is behind us. I'm going with my heart here. I'm buying the Orioles just because my fantasy as a little kid was to turn, was to pitch the Orioles to back-to-back World Series.
Lou Whitman — Motley Fool Hidden Gems Investing · IPO Fever Heats Up For OpenAI and Anthropic · 2026-08-14Tobias Carlisle I got to say, I probably have the same sort of hesitations toward fashion retail companies that you have towards payments companies. I think it's also fair to say that we both have been proven right. I mean, we will speak today also about a company that's called PayPal and that didn't do too well for us. But generally, I agree with you that Lulu might be trading higher 5 years from now, although I probably have lower conviction on that than, you know, you have. But I think when you say that Lulu survives the mainstream, that certainly means that, you know, they're staying cool while being worn and seen all the time, right? That's what, you know, a retail brand like Lululemon wants to achieve. And it's basically what brands like Nike and Adidas have already achieved. And they are, you know, the exception, not the rule, I should say that. And most retail brands experience these short hypes with exceptional economics when they are still pretty niche and in the growth phase. And when they do reach the mainstream, the business looks more successful and more profitable than ever. But in reality, the trendsetters used to wear it when it was still small, they stop wearing it, and the mainstream only takes over for so long because They go on to the next big brand when it's hype surrounding that brand. There's a hotter brand outside, right? There's not a lot of loyalty in this business. You find that out sooner or later. That could be 2 years, it could be 3 years, it could also be 10 years. That's sort of what you never know. I mean, we looked at Crocs, and Crocs is a business where that seems very likely to me that at some point this hype is sort of dying. Funnily enough though, it was so incredibly cheap last year that I, the guy who doesn't like fashion retail, still pitched it to you and I should say that we only had a small position and we made a pretty good profit, although we might have sold too early because if you look at the price now, it is almost doubled from our price. And I think we sold it for like a 50% profit.
Daniel Mahncke — The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · TIP837: Adobe, Lululemon, PayPal – Are our Biggest Losers a Buy Now? w/ Daniel Mahncke & Shawn O’Malley · 2026-08-13