When Is The Market Not Expensive?

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In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss When Is The Market Not Expensive?. Here’s an excerpt from the episode: Tobias: The problem is it’s a very mixed bag and probably there’s some things that are getting materially better, because there was a … Read More

David Einhorn Positive About The Future Of Value

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In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss David Einhorn Positive About The Future Of Value. Here’s an excerpt from the episode: Jake: What do you think about Einhorn–? He was talking about how there’s not anyone really left to look at the … Read More

Ten Things That Derail Peter Leyden’s Future

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In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Ten Things That Derail Peter Leyden’s Future. Here’s an excerpt from the episode: Jake: All right. I’m going to bang through these 10 derailers of progress and then we’re going to get to the more … Read More

Chuck Akre On Recouping Bear Market Losses

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In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Chuck Akre On Recouping Bear Market Losses. Here’s an excerpt from the episode: Tobias: This is Akre. He says, “Investors will only recoup bear market losses the same way those losses were incurred by owning … Read More

Peter Leyden – The Next Big Long Tech Boom

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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

Why Has The EV/EBIT Spread Blown Out?

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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

The Reason Analysts Systematically Overshoot On Earnings

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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

Investors Are Extremely Bearish But Still Holding Stocks

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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

Finding Cheap Opportunities Today

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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

Now Is Not The Time To Sell

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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

An Amazon Retrospective

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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

Ben Graham Lost Everything Using Margin Leverage

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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

A Better Definition Of A Bear Market

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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