Category Archive

During their latest episode of the VALUE: After Hours Podcast, Carlisle, Taylor, and Bloomstran discussed The Market Is So Bifurcated At The Top End. Here’s an excerpt from the episode: Chris: I think even beyond the Mag 7, the market is so bifurcated at the top end of maybe 40 … Read More

During their latest episode of the VALUE: After Hours Podcast, Carlisle, Taylor, and Bloomstran discussed Low-Debt, High-Yield Strategy: Beating the S&P 500 with Selective Investing. Here’s an excerpt from the episode: Christopher: Yeah. Well, the numbers are too fat for Facebook, and certainly for Microsoft’s Azure, AWS within Amazon. To … Read More

During their latest episode of the VALUE: After Hours Podcast, Carlisle, Taylor, and Bloomstran discussed Market Frothiness: A 2021-Like Bubble. Here’s an excerpt from the episode: Tobias: No, they’re good for you. Chris, this market was pretty loopy through 2021. Feels pretty loopy again to me now. Given that you … Read More

During their latest episode of the VALUE: After Hours Podcast, Carlisle, Taylor, and Bloomstran discussed China’s Demographic Timebomb. Here’s an excerpt from the episode: Tobias: But you’re pretty bearish on China. What do you think about China? I know you just mentioned Alibaba. But generally, just don’t invest in communist … Read More

In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Christopher Bloomstran discuss: China’s Demographic Timebomb Market Frothiness: A 2021-Like Bubble Low-Debt, High-Yield Strategy: Beating the S&P 500 with Selective Investing The Hidden Cost of Share Repurchases: Are Investors Getting a Raw Deal? Buffett’s Cash … Read More

During their latest episode of the VALUE: After Hours Podcast, Carlisle, Taylor, and Bloomstran discussed The Hidden Cost of Share Repurchases: Are Investors Getting a Raw Deal?. Here’s an excerpt from the episode: Christopher: When you had Brewster on a couple of weeks ago, you guys were talking about a … Read More

During their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle and Jonathan Treussard discussed Is Bitcoin a Bubble? The Ski Jump Price Pattern. Here’s an excerpt from the episode: Tobias: Just to pick up on something that we were talking about before. So, I said the dragon king … Read More

During their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle and Jonathan Treussard discussed Test Your Investment Beliefs. Here’s an excerpt from the episode: And then I talk about purpose, which is, forget what the money is is for. Let’s start talking about what is this money about. … Read More

During their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle and Jonathan Treussard discussed New Cold War, New Risks: Why AI Stocks Might Be Overlooking Geopolitics. Here’s an excerpt from the episode: Jonathan: Yeah. And I’m like, “No, all we know is what’s happened.” I guess my point … Read More

In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle and Jonathan Treussard discuss: New Cold War, New Risks: Why AI Stocks Might Be Overlooking Geopolitics How to Test Your Investment Beliefs Is Bitcoin a Bubble? The Ski Jump Price Pattern Nvidia’s $250 Billion Surge: A Sign of … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Carroll discussed The Casino-fication of the Market: Comparing Past and Present. Here’s an excerpt from the episode: Jake: I was kind of surprised to see Buffett say that he thought that today’s markets were more of a … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Carroll discussed Be Careful What You Wish For: Risks of Fed Rate Cuts. Here’s an excerpt from the episode: Jake: Jim, it seems like it’s the sort of implicit Fed put seems like would be a pretty … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Carroll discussed Burgelman’s Trap: Identifying Flywheel Businesses for Sustainable Growth. Here’s an excerpt from the episode: Tobias: Jim, we usually do veggies, which is, Jake’s. Jake’s got some learnings for us brought to us from the Sacramento … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Carroll discussed VIX Explained: Demystifying the Stock Market’s “Fear Index”. Here’s an excerpt from the episode: Tobias: Jim, you sent me a through. You did a review of what happened in the VIX and volatility last year. … Read More

In their latest episode of the VALUE: After Hours Podcast Jake Taylor, Tobias Carlisle, and Jim Carroll discuss: VIX Explained: Demystifying the Stock Market’s “Fear Index” Burgelman’s Trap: Identifying Flywheel Businesses for Sustainable Growth Be Careful What You Wish For: Risks of Fed Rate Cuts The Casino-fication of the Market: … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Trainer discussed Beyond the Rockets and Robots: Unveiling Potential Flaws in Tesla’s Accounting. Here’s an excerpt from the episode: Jake: David, any thoughts on–? I heard David Einhorn interviewed recently, and he says that there’s a lot … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Trainer discussed Understanding the “Kitchen Sink” Effect: When Companies Underreport Cash Flow. Here’s an excerpt from the episode: Tobias: I got a good question for you here, David. You ever seen any companies trying to underreport their … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Trainer discussed Wall Street’s Love Affair with Roll-Ups: Profit or Pitfall?. Here’s an excerpt from the episode: Tobias: Canadian roll up. Levered roll up. David: Right. Yeah, the roll up stuff has always been– That’s an old … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Trainer discussed Discernment and Propaganda on Wall Street. Here’s an excerpt from the episode: David: So, yeah, for me, I think when we struggle a lot so much right now in society in general, it’s like, are … Read More

In their latest episode of the VALUE: After Hours Podcast Jake Taylor, Tobias Carlisle, and David Trainer discuss: Discernment and Propaganda on Wall Street Wall Street’s Love Affair with Roll-Ups: Profit or Pitfall? Understanding the “Kitchen Sink” Effect: When Companies Underreport Cash Flow Beyond the Rockets and Robots: Unveiling Potential … Read More