Mitigating Take-Under Risk When Stocks Drop 50% or More

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During their recent episode, Taylor, Carlisle, and Whit Huguley discussed Mitigating Take-Under Risk When Stocks Drop 50% or More. Here’s an excerpt from the episode: Jake: Whit, have you ever gotten in a situation where, I know I personally have and it’s really frustrating is, let’s say you buy something … Read More

How to Stay a Value Investor When It’s Time to Sell

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During their recent episode, Taylor, Carlisle, and Whit Huguley discussed How to Stay a Value Investor When It’s Time to Sell. Here’s an excerpt from the episode: Whit: Yeah, we just weren’t thinking about that. And it’s something I’ve been thinking about a lot recently. The one pushback I’ve heard … Read More

Warren Buffett: The Key to Great Investing: Insulating Thoughts and Emotions

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In his 1987 Berkshire Hathaway Annual Letter, Warren Buffett emphasizes that investment success comes from sound business judgment and resisting emotional market influences. He advocates following Ben Graham’s “Mr. Market” concept, focusing on a company’s operating results rather than short-term stock price movements. Buffett highlights that while the market may … Read More

Howard Marks: The ‘Sitting On Your Hands’ Investing Strategy

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In his memo titled – What Really Matters, Howard Marks discusses the value of long-term investing over short-term market timing. He encourages investors to focus on holding quality investments rather than frequently trading, arguing that over-diversification and excessive trading often lead to suboptimal outcomes. He highlights Bill Miller’s insight that … Read More

VALUE: After Hours (S06 E32): Microcap Investor Whit Huguley on Citizens Bank, FitLife, and Greenfirst

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In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Asif Suria discuss: Uncovering Hidden Value in Overlooked Small-Cap Companies How to Stay a Value Investor When It’s Time to Sell What Computational Irreducibility Teaches Us About Investing Mitigating Take-Under Risk When Stocks Drop 50% … Read More

Guy Spier: How the Lollapalooza Effect Drives Influence

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During their recent episode, Taylor, Carlisle, and Guy Spier discussed How the Lollapalooza Effect Drives Influence. Here’s an excerpt from the episode: Guy: It’s a little bit of this Lollapalooza effect. Two places one can go there. I’ll start off with a book that I recently read about Russian special … Read More