Updates To Acquirer’s Multiple Screens

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In their  latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Updates To Acquirer’s Multiple Screens. Here’s an excerpt from the episode: Tobias: The ongoing questions that you always have as an investor is how concentrated you want to be in an industry or sector. It’s … Read More

Where Do Returns Really Come From?

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In their  latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Where Do Returns Really Come From? Here’s an excerpt from the episode: Jake: Okay. You guys know Bloomstran’s Semper Augustus letter’s always a bit of a massive lift. It’s 130 pages typically. But towards the … Read More

Facebook’s Metaverse Is A Giant Leap of Faith

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In their  latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Facebook’s Metaverse Is A Giant Leap of Faith. Here’s an excerpt from the episode: Tobias: All right. Should we kick it off with the Facebook discussion since I’ve had people– [crosstalk] Jake: Are you sure … Read More

Investing Lessons From Camels

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In their  latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Investing Lessons From Camels. Here’s an excerpt from the episode: Jake: Yeah, let’s do it. This is a good segue. Talking about Buffett and Munger, they always advise us to look for anomalies. In the … Read More

Is Russia A Big Opportunity Right Now?

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In their  latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Is Russia A Big Opportunity Right Now? Here’s an excerpt from the episode: Tobias: Let me segue like this. Is Russia a big opportunity right now? The Russian stock market? Bill: It could be. Jake: … Read More

The Importance Of Taking An Outside View

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In their  latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss The Importance Of Taking An Outside View. Here’s an excerpt from the episode: Toby: It is a little bit germane to the next point that I have, though, from– This is the Robeco piece. So, … Read More

Munger Using Margin To Buy Alibaba

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In their  latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Munger Using Margin To Buy Alibaba. Here’s an excerpt from the episode: Tobias: Why is Munger using margin to buy Baba? I don’t think that he has used margin specifically to buy Alibaba. I think … Read More

Basket Investing vs Idiosyncratic Investing

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In their  latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Basket Investing vs Idiosyncratic Investing. Here’s an excerpt from the episode: Bill: Yeah. I think you’ve got to have a view on what short-form video does to the inherent nature of the platform. Tobias: Eh, … Read More

Managing Quotational Risk

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In their  latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Managing Quotational Risk. Here’s an excerpt from the episode: Jake: I think you did highlight an important point about– There’s quotational risk on anything. Do you want to ensure that quotational risk through CTAs, tail … Read More

Value Returns 1866 to Date

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In their  latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Value Returns 1866 to Date. Here’s an excerpt from the episode: Tobias: Who wants to kick it off? I’m going to take Jake’s paper away. Either way, it’s you, JT. So, let’s do the paper. … Read More

Why Deep Value Works

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In their  latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Why Deep Value Works. Here’s an excerpt from the episode: Bill: I think that that’s a really short-term focus on something that’s supposed to have a 30-year duration plus. I don’t care much what happens … Read More

Mauboussin – Underestimating The Red Queen

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In their  latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Mauboussin – Underestimating The Red Queen. Here’s an excerpt from the episode: Jake: This white paper that Mauboussin has out, it’s called “Underestimating the Red Queen.” We actually have discussed already what a lot of … Read More

How Relevant Is ROE?

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In their  latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss How Relevant Is ROE? Here’s an excerpt from the episode: Jake: Yeah. Well, it’ll be very interesting to see, one of the big differences in that analogy is the returns on equity of the businesses. … Read More

Acquirers Multiple All-Time Spread

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In their  latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Acquirers Multiple All-Time Spread. Here’s an excerpt from the episode: Tobias: I just have been interested like value’s the thing. My definition of value, The Acquirer’s Multiple has been sucking wind a little bit for … Read More

Give Me Optimism, But Not Yet!

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In their  latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Give Me Optimism, But Not Yet! Here’s an excerpt from the episode: Bill: Hedgeye, I think people have mixed opinions about Keith McCullough. He’s definitely an aggressive personality with his marketing sometimes. But I understand … Read More