Is AI Worth the Environmental Cost?

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During their recent episode, Taylor, Carlisle, and Brewster discussed Is AI Worth the Environmental Cost?, here’s an excerpt from the episode: Bill: Got through unscathed. You know what bothers me about this AI stuff, Jake? I called Jake to talk about this to get his take on it. We’re supposed … Read More

The Case for a “Small-Cap Summer”

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During their recent episode, Taylor, Carlisle, and Brewster discussed The Case for a “Small-Cap Summer”, here’s an excerpt from the episode: Tobias: It took me a little bit of time to read my writing here, but smalls have been hosed. Smalls are back to the 2020 lows relative to the … Read More

Can Berkshire’s Investing Lieutenants Carry the Mantle?

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During their recent episode, Taylor, Carlisle, and Brewster discussed Can Berkshire’s Investing Lieutenants Carry the Mantle?, here’s an excerpt from the episode: Tobias: Let’s go to Berkshire. Berkshire has this huge cash. Didn’t deploy any in the 2020 drawdown. Just now packed to the gills with cash. Jake: It might … Read More

VALUE: After Hours (S06 E24): Bill Brewster’s back on Roaring Kitty, $NVDA, $TSLA, Isotopes, Small Caps

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In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Bill Brewster discuss: Can Berkshire’s Investing Lieutenants Carry the Mantle? The Case for a “Small-Cap Summer” Is AI Worth the Environmental Cost? Does Making Money Excuse Bad Corporate Governance? From Isotopes to Investing: An Unconventional … Read More

Buffett’s Purposeful Detachment from the Stock Market

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During their recent episode, Taylor, Carlisle, and Robert G Hagstrom discussed Buffett’s Purposeful Detachment from the Stock Market, here’s an excerpt from the episode: Tobias: What is The Warren Buffett Way in the book, The Warren Buffett Way. What’s your conception about that Robert: Well, yeah, it is– Warren has … Read More

VALUE: After Hours (S06 E22): Robert G Hagstrom On The Warren Buffett Way And The Art Of Value

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In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Robert G Hagstrom discuss: Buffett’s Purposeful Detachment from the Stock Market How to Apply Buffett’s Snickers Bar Analogy to Investing How Isaac Asimov’s Theories on Creativity Can Inspire Modern Innovation Navigating Public Markets with a … Read More

VALUE: After Hours (S06 E21): Brian Bares on Moats, Analytical Edges, and the Importance of Growth

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In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Brian Bares discuss: Gaining an Edge in Investing: Information, Analysis, and Behavioral Insight Maslow’s Eupsychia: Imagining the Potential of a Self-Actualized Society The Art of Identifying Leadership Qualities in Potential Investments Investing as a Form … Read More