Category Archive

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Why Didn’t We All Just Buy $GOOG. Here’s an excerpt from the episode: Tobias: Let’s do the Google. Why didn’t we all just buy Google and go to the beach? I think I’ve heard people … Read More

In this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: Buffett’s Simple Valuation Metric On Coke $KO Why Didn’t We All Just Buy $GOOG Terry Smith – First Order Of Commodity Price Spike Not On Consumer Prices, But On Company Profits Cytokine … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss E O Wilson – Of Ants and Men. Here’s an excerpt from the episode: Jake: Yeah. Let’s jump into some E. O. Wilson. I don’t know. Are you guys familiar with him much? I don’t … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Jeremy Grantham – My Sister’s Pension. Here’s an excerpt from the episode: Tobias: Yeah. What I’ve generally observed is that for the most part– Well, this is easy to say because we’re at all-time highs … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Value is the Widowmaker Trade. Here’s an excerpt from the episode: Tobias: There’s nothing particularly stunning about this article. They’ve gone and interviewed a whole lot of fund managers and said, “What do you think’s … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Warren Buffett Schools ARK’s Cathie Wood. Here’s an excerpt from the episode: Tobias: Let’s talk about Ark-Berkshire. Because Ark topped out at 156 bucks in February last year, and it closed out the year like … Read More

In this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: Warren Buffett Schools ARK’s Cathie Wood Value is the Widowmaker Trade E O Wilson – Of Ants and Men Jeremy Grantham – My Sister’s Pension Find A Way To Stay Invested Why … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Berkshire’s Business Model Without Buffett. Here’s an excerpt from the episode: Bill: I’m more worried about Berkshire keeping the Berkshire model when Buffett dies than I am somebody replicating the Berkshire model. Tobias: How would … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss How To Measure Hard Work In Investing. Here’s an excerpt from the episode: Jake: [laughs] Woke perfect. This is kind of inspired by, I regularly have dreams where I am working in the supermarket again, … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Elon Musk – 2017 Time Magazine Prediction. Here’s an excerpt from the episode: Tobias: Speaking of cults, so, I saw this tweet this morning. It’s from April 2017 from a gentleman by the name of … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss AMC Spaces & The Short Squeeze. Here’s an excerpt from the episode: Tobias: Let’s talk about those AMC Spaces because I jumped into one, Friday, I think. Yeah, I think. Bill: I know. I was … Read More

In this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: AMC Spaces & The Short Squeeze Elon Musk – Time Person of the Year Indicator How To Measure Hard Work In Investing Carnage Underneath The FAANGs Alibaba – Today’s Price Is The … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss This Is How A Laser Works. Here’s an excerpt from the episode: Jake: Yeah, so, this may be, I’ve tried to learn this multiple times in my life. And it’s like really hard to– [crosstalk] … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss the Market Being Held Up By Just 4 Stocks. Here’s an excerpt from the episode: Tobias: Moving on. Frank Zorrilla, who’s ZorTrades on Twitter, I saw somebody criticize this as being not true. So, take … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss their Favorite Non-Buffett Investor. Here’s an excerpt from the episode: Tobias: This is a good question. Let me throw some questions out. Who’s your favorite non-Buffett investor? Jake: Buffett. Tobias: [laughs] Bill: Charlie Munger. [laughter] … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss How To Generate Monster Returns. Here’s an excerpt from the episode: Bill: I mean, look, what he taught me is how to think years and years out. That’s my big take away from him. And … Read More

In this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: Holding For Very Long Periods Provides Monster Winners Warren Buffett vs Terry Smith Favorite Non-Buffett Investor This Is How A Laser Works Value Rises, Growth Falls Great Investors Survive Rough Periods & … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss why Stress Kills You and how to deal with it using new medical aids you can learn about if you visit Budpop. Consider exploring a peaceful park or practicing deep breathing exercises to relieve stress, … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Why Picking High Growth Winners Is So Hard. Here’s an excerpt from the episode: Bill: I think you could buy him here with a long enough time horizon. I totally agree that you could have … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Buffett Needed AAPL To Keep Up With The S&P. Here’s an excerpt from the episode: Tobias: One of the things that Alpha Architect has pointed out as Ryan Cohen’s work, I think, I mentioned this … Read More