Category Archive

In their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Chuck Akre On Recouping Bear Market Losses Ten Things That Derail Peter Leyden’s Future There’s Lots Of Cheap Stuff Out There When Is The Market Not Expensive? At The Bottom Your Time … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Peter Leyden – The Next Big Long Tech Boom. Here’s an excerpt from the episode: Jake: Yeah. Sure. As I teased before this, here’s some potential optimism that we might look towards. What’s interesting about … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Why Has The EV/EBIT Spread Blown Out?. Here’s an excerpt from the episode: Bill: What’s the EV to EBIT spread? You said that blew out? It’s got to be cyclicals– the TTM cyclicals got to … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss The Reason Analysts Systematically Overshoot On Earnings. Here’s an excerpt from the episode: Tobias: I got a Verdad piece here. This is their most recent one. Sages of Wall Street. It’s called by Brian Chingono … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Investors Are Extremely Bearish But Still Holding Stocks. Here’s an excerpt from the episode: Tobias: Let’s just jump into that one really quickly, because it’s interesting since we’re talking about it. It’s from Callum Thomas. … Read More

In their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Investors Are Extremely Bearish But Still Holding Stocks The Reason Analysts Systematically Overshoot On Earnings Why Has The EV/EBIT Spread Blown Out? Peter Leyden – The Next Big Long Tech Boom Marketing … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Finding Cheap Opportunities Today. Here’s an excerpt from the episode: Tobias: I feel reasonably positive about the returns for, I don’t say value, but for things that you can do evaluation on. Let me say … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Now Is Not The Time To Sell. Here’s an excerpt from the episode: Tobias: It’s not like there’s much you can do anyway. The time to sell out was, I don’t know, there’s been no … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss An Amazon Retrospective. Here’s an excerpt from the episode: Jake: Yeah, or off the rails here. For sure. All right. This is precipitated from messing around. Just curious. Wanted to go look at Amazon’s financials, … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Your Odds Of Picking Long-Term Growth Companies Are No Better Than A Coin Flip. Here’s an excerpt from the episode: Tobias: Tobias: Let me kick off a little bit of– Jake: Who’s your Verdaddy. Tobias: Yeah, … Read More

In their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Predicting Growth An Amazon Retrospective Musk v Twitter Is Back On Ray Dalio Finishes On A High Greg Able Buys $68 Million Of Berkshire Stock Earnings And Multiple Expansion Now Is Not … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Chaotic Selling Is The Signal To Buy, Not The Signal To Sell. Here’s an excerpt from the episode: Tobias: I think you can have lots of opportunity. I don’t think this is over by any … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Get Your Man-Overboard Plans Ready Before It’s Too Late. Here’s an excerpt from the episode: Tobias: And I think that’ll happen again this time. I do think they’ll pivot. But if you have a look … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Ben Graham Lost Everything Using Margin Leverage. Here’s an excerpt from the episode: Bill: Yeah. 1930 thinking the worst was over. Graham went all in. He used margin leverage what thought would be terrific returns. … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss A Better Definition Of A Bear Market. Here’s an excerpt from the episode: Tobias: The definition of a bear, I always found really unusual. I’ve got a completely arbitrary definition of a bear too. But … Read More

In their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Build-a-Bear Workshop The Gini Coefficient Peter Zeihan’s Fractured World Ben Graham Lost Everything Using Margin Leverage President Joe Biden Set To Tap SPR In Historic Move A Better Definition Of A Bear … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Indexing Is Harder Than It Sounds. Here’s an excerpt from the episode: Tobias: This is the other one I wanted to ask. James L. “What does it take to reverse on indexing?” Bill: I don’t … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss The Argument Against Concentration. Here’s an excerpt from the episode: Jake: It might actually be– Let’s talk about portfolio construction a second when we look at that result that came from there. If you took … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Investing Lessons From Vermeer Fakes. Here’s an excerpt from the episode: Jake: All right, this is the story of the fake Vermeer. And this guy named Abraham Bredius, I believe his name is. I could … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Comparing the PE Ratios Of The Nifty Fifty Companies With Today. Here’s an excerpt from the episode: Tobias: Do you want to do this one now, because they make comments about the PE. So, Nifty … Read More