Category Archive

During their latest episode of the VALUE: After Hours Podcast, Morris, Taylor, and Carlisle discuss Warren Buffett’s Masterful Use Of Debt. Here’s an excerpt from the episode: Jake: Now, their use of debt is masterful. That’s something that I think that’s really missed when you look at the capital allocation … Read More

During their latest episode of the VALUE: After Hours Podcast, Morris, Taylor, and Carlisle discuss Dairy Queen – The Company That Keeps Giving To Berkshire. Here’s an excerpt from the episode: Jake: One of my friends ferreted this out who just finds the most random ass stuff. But he found … Read More

During their latest episode of the VALUE: After Hours Podcast, Morris, Taylor, and Carlisle discuss Is BNSF A Proxy For The U.S Economy?. Here’s an excerpt from the episode: Jake: Let’s switch gears to the railroad. So, revenue coming in at $25 billion last year, which is up 12%. Sounds … Read More

During their latest episode of the VALUE: After Hours Podcast, Morris, Taylor, and Carlisle discuss Will Home Prices Drop?. Here’s an excerpt from the episode: Tobias: Finger on the pulse. So, Alex, you’ve been doing some work on HD. What do you–? [crosstalk] Jake: Home Depot for the laymen. Tobias: … Read More

In their latest episode of the VALUE: After Hours Podcast, Alex Morris, Jake Taylor, and Tobias Carlisle discuss: $HD And The Economy Is BNSF A Proxy For The U.S Economy? Dairy Queen – The Company That Keeps Giving To Berkshire Warren Buffett’s Masterful Use Of Debt Berkshire’s Next YOLO Trade … Read More

During their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Stocks In A ‘Death Zone’. Here’s an excerpt from the episode: Tobias: This is from John Rotonti, mike Wilson on the death zone. Have you heard this? He’s talking about the low in October versus … Read More

During their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Warren Buffett’s Uncanny Ability To Predict The Future. Here’s an excerpt from the episode: Tobias: When you look at what is predictive, there’s a lot of luck and beta just in holding pretty good stocks, … Read More

During their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Would Munger Have Done Equally Well In LA Real Estate?. Here’s an excerpt from the episode: Tobias: Yeah, Munger [crosstalk] about Daily Journal. Munger made a mistake with Alibaba. Do you think that was a … Read More

During their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Pending Residential Real Estate Apocalypse. Here’s an excerpt from the episode: Tobias: I have been going down some rabbit holes on that real estate. I don’t know. I appreciate that I’m feeding my bias when … Read More

In their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Pending Residential Real Estate Apocalypse Would Munger Have Done Equally Well In LA Real Estate? Warren Buffett’s Uncanny Ability To Predict The Future Stocks In A ‘Death Zone” Lessons From Charlie Munger’s … Read More

During their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Injelitance: The Death of Growth. Here’s an excerpt from the episode: Jake: So, this is a little piece on Parkinson’s law, which you guys may or may not have heard of before. Tobias: No. Jake: … Read More

During their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss This Reminds Us Of The 1920’s. Here’s an excerpt from the episode: Bill: Yeah. Well, Jamie Catherwood says that this reminds him of the 1920s and that we’re in the lull before the Roaring 20s. … Read More

During their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Interest Rates Are The Inverse Of A Curfew. Here’s an excerpt from the episode: Jake: I was going to share Tom Gayner gave a talk and had a pretty good analogy that I hadn’t heard … Read More

During their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Value 92nd Percentile Cheap. Here’s an excerpt from the episode: Jake: Yeah. So, Asness, the other thing for you, Toby, the value of value, their AQR’s current dataset, which is a blend of a bunch … Read More

In their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Value 92nd Percentile Cheap Interest Rates Are The Inverse Of A Curfew This Reminds Us Of The 1920’s Use Parkinson’s Law To Increase Productivity The Years Of Silly Returns May Be Gone … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss It Always Looks Like A Soft Landing. Here’s an excerpt from the episode: Tobias: The other one I thought was fairly interesting. So, Michael Kantro, who’s the gentleman who came up with HOPE, H-O-P-E. Housing-Something-Something-Employment. … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Is Meta Heading The Same Way As The CD-ROM?. Here’s an excerpt from the episode: Tobias: Meta set a pretty stunning rally recently, because they brought up the $40 billion buyback and they had $40 … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Steve Jobs Would Not Approve Of Apple Today. Here’s an excerpt from the episode: Tobias: Well, I just think who does it well. I thought Apple is an example of who does it well, because … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Will Microsoft Bing With ChatGPT Destroy Google?. Here’s an excerpt from the episode: Tobias: I got a good one from Samson here. “Is Microsoft Bing with ChatGPT going to destroy Google?” Jake: Oh. Bill: It’s … Read More

In their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Will Microsoft Bing With ChatGPT Destroy Google? Steve Jobs Would Not Approve Of Apple Today Is Meta Heading The Same Way As The CD-ROM? It Always Looks Like A Soft Landing Synthetic … Read More