Category Archive

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss the Journalytic Launch. Here’s an excerpt from the episode: Tobias: JT, you want to you want to take us away on the Journalytic journey? Jake: Yes, please. So, yeah, today– [crosstalk] Tobias: What is Journalytic? Jake: Well, … Read More

In their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Journalytic Launch Cathie Wood Predicts Bitcoin To $1 Million By 2030 10-3 Inversion and Recessions SBF And FTX GTFO No Bear Market Ends Before The Associated Recession Has Begun Demographics Look Bad … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Value’s Cheap. Here’s an excerpt from the episode: Tobias: I got another EV/EBIT ratio update for you. Jake: Okay. How spread are we yet? Tobias: We are off from the highs, which was last month. … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Tesla Needs To Justify Valuation. Here’s an excerpt from the episode: Tobias: Yeah, there’s a lot of dip buyers out there. Actually, there’s some sad threads on Tesla. When I go through and have a … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Apoptosis – Build A Kill Criteria Into Your Investments. Here’s an excerpt from the episode: Jake: Have you guys heard of the term ‘apoptosis’ before? Tobias: All I know is that the mitochondria is the … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Alameda Promised High Returns With No Risk. Here’s an excerpt from the episode: Tobias: Do you want me to do FTX? [crosstalk] Bill: Yeah, let’s do it. Let’s go into fraud. Tobias: I had to … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss The Diverse Nature Of Berkshire’s Stock Picks. Here’s an excerpt from the episode: Tobias: I love when Buffett comes behind me picking up my trash like HPQ, LPX. Jake: [laughs] Bill: [crosstalk] Oh, did you … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Investing Lessons From Formula 1. Here’s an excerpt from the episode: Jake: [laughs] Yeah, that’s not as much as it seems. All right. We’re going to be talking about the 1998 Hungarian Grand Prix F1 … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Fortune Favors The Brave. Here’s an excerpt from the episode: Tobias: Just that you know that line, “Fortune favors the brave”? So, this is something that I put this in my book before Matt Damon … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Todd Combs on Buffett & Munger. Here’s an excerpt from the episode: Bill: We were talking, Jake, about the Wechsler interview or wasn’t it Todd? Who was that? Jake: Combs. Todd Combs. Bill: Yeah, Combs. … Read More

In their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Todd Combs Provides Insights Into Buffett & Munger Fortune Favors The Brave Investing Lessons From Formula 1 The Diverse Nature Of Berkshire’s Stock Picks Chris Hohn Goes Activist On Google Mass Layoffs … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss What To Do When The Big Flush Comes. Here’s an excerpt from the episode: Bill: Do you think a flush is coming? Tobias: Yeah, I do. Bill: Jake, do you think a flush is coming? … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Small Quality Value Crushing It. Here’s an excerpt from the episode: Tobias: The only other bit of research I’ve got just so I can get this one out there, it’s nothing that nobody would expect, … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss What The Buffett Indicator Is Telling Us. Here’s an excerpt from the episode: Tobias: Speaking of Buffett, let me do the indicator. There’s really not much to this. The Buffett Indicator which I understood it … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Growth Investing In Value Industries. Here’s an excerpt from the episode: Bill: Well, I wouldn’t say that everybody’s bulled up. Here’s something that surprised me and I think I’m going to interview him soon and … Read More

In their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Bob Robotti – Growth Investing In Value Industries What Is The Buffett Indicator Telling Us? Small Quality Value Crushing It The Big Flush Is Coming Investment Lessons From – Risk: A User’s … Read More

In the latest episode of the Acquirers Podcast, Vincent Daniel, Porter Collins, and Tobias Carlisle discuss Invest Where The Puck Is Going. Here’s an excerpt from the episode: Tobias: What about on the long side? What are you looking for in terms of relative strength or momentum when you’re buying? … Read More

In the latest episode of the Acquirers Podcast, Vincent Daniel, Porter Collins, and Tobias Carlisle discuss Biggest Winners In The New Energy Paradigm. Here’s an excerpt from the episode: Tobias: If we’re going to be spending a lot on EVs and batteries over the next decades, isn’t that a good … Read More

In the latest episode of the Acquirers Podcast, Vincent Daniel, Porter Collins, and Tobias Carlisle discuss Here’s Why Tesla’s Margins Don’t Make Sense. Here’s an excerpt from the episode: Vincent: Look, to be fair, it is. Actually, I spent the time to build over the last month, at least the … Read More