Category Archive

During their recent episode, Taylor, Carlisle, and Alex Morris discussed What Bears Can Teach Investors About Surviving Market Crashes. Here’s an excerpt from the episode: Jake: Should we just do veggies? Yeah. Tobias: Yeah. Jake: Let’s do it. Tobias: Let’s do veggies. Jake: Let’s do it. All right. So, given … Read More

During their recent episode, Taylor, Carlisle, and Alex Morris discussed Dollar General & Dollar Tree: Facing Toughest Economic Conditions Ever. Here’s an excerpt from the episode: Tobias: What do you see when you look at Dollar General, Dollar Tree? Alex: I think it’s a very interesting situation for both of … Read More

During their recent episode, Taylor, Carlisle, and Alex Morris discussed Energy Drink Wars. Here’s an excerpt from the episode: Alex: There’s tons of competition in the category for one. I think what they’ve said specifically is that C-stores are the ones that are showing the most pressure at the moment, … Read More

In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Alex Morris discuss: Energy Drink Wars: How Celsius, Monster, and Red Bull Target Different Audiences Dollar General vs. Dollar Tree: How Are They Handling Today’s Economic Pressures? What Bears Can Teach Investors About Surviving Market … Read More

During their recent episode, Taylor, Carlisle, Daniel, and Collins discussed: The Unpopular Stands of Wilberforce and Volcker That Changed History. Here’s an excerpt from the episode: Jake: All right. So, I have something a little special prepared for knowing that the Seawolf guys were coming on. Of course, we have … Read More

During their recent episode, Taylor, Carlisle, Daniel, and Collins discussed: How the Shift to Short-Term Trading Impacts Value Investors. Here’s an excerpt from the episode: Porter: One interesting point that we talked about a lot is that the incremental dollar or trader in the market is the pod, is Citadel … Read More

During their recent episode, Taylor, Carlisle, Daniel, and Collins discussed: Gold Is Acting More Like a Growth Stock Than a Value Investment. Here’s an excerpt from the episode: Vincent: I think it’s something– When you invest in something like gold, you know you’re against the world or a good portion … Read More

During their recent episode, Taylor, Carlisle, Daniel, and Collins discussed: A Real-Life Paul Volcker Story and Its Impact on Banking. Here’s an excerpt from the episode: Tobias: What do you want, JT? Jake: I was just going to ask if we had time for a real-life Paul Volcker story. Porter: … Read More

In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, Vincent Daniel, and Porter Collins discuss: A Real-Life Paul Volcker Story and Its Impact on Banking Gold Is Acting More Like a Growth Stock Than a Value Investment How the Shift to Short-Term Trading Impacts Value … Read More

During their recent episode, Taylor, Carlisle, and Whit Huguley discussed Mitigating Take-Under Risk When Stocks Drop 50% or More. Here’s an excerpt from the episode: Jake: Whit, have you ever gotten in a situation where, I know I personally have and it’s really frustrating is, let’s say you buy something … Read More

During their recent episode, Taylor, Carlisle, and Whit Huguley discussed How to Stay a Value Investor When It’s Time to Sell. Here’s an excerpt from the episode: Whit: Yeah, we just weren’t thinking about that. And it’s something I’ve been thinking about a lot recently. The one pushback I’ve heard … Read More

During their recent episode, Taylor, Carlisle, and Whit Huguley discussed Uncovering Hidden Value in Overlooked Small-Cap Companies. Here’s an excerpt from the episode: Jake: What do you think that does with a large amount of indexing then that’s happening? Do you feel like in the amount of time that you’ve … Read More

In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Asif Suria discuss: Uncovering Hidden Value in Overlooked Small-Cap Companies How to Stay a Value Investor When It’s Time to Sell What Computational Irreducibility Teaches Us About Investing Mitigating Take-Under Risk When Stocks Drop 50% … Read More

During their recent episode, Taylor, Carlisle, and Guy Spier discussed How the Lollapalooza Effect Drives Influence. Here’s an excerpt from the episode: Guy: It’s a little bit of this Lollapalooza effect. Two places one can go there. I’ll start off with a book that I recently read about Russian special … Read More

During their recent episode, Taylor, Carlisle, and Steve Hou discussed The Crash Landing into a Marshmallow: Are We Heading Toward Recession. Here’s an excerpt from the episode: Tobias: Let’s start with, where are we in the economy? How do you see it? Are we in a recession? Is there a … Read More

During their recent episode, Taylor, Carlisle, and Guy Spier discussed Why Investing Is an Infinite Game: Lessons from Warren Buffett. Here’s an excerpt from the episode: Jake: [crosstalk] Tobias: Did you read that book, Infinite Games, I think it’s Carse, isn’t it? Guy: Carse. James Carse. Tobias: Carse. Guy: Finite … Read More

During their recent episode, Taylor, Carlisle, and Steve Hou discussed Bruce Lee’s Guide to Investing: Fluid Strategies and Relentless Focus. Here’s an excerpt from the episode: Tobias: I want to do some questions about the economy and the macroeconomy in general. But before we do that, JT, do you want … Read More

During their recent episode, Taylor, Carlisle, and Guy Spier discussed The Power of Honesty in Investing. Here’s an excerpt from the episode: Tobias: You did. I think that you raised that in your most recent letter, where you said that you were interested in balance more than compounding as rapidly … Read More

During their recent episode, Taylor, Carlisle, and Steve Hou discussed How The Analyst Rating Index Captures Market Improvers. Here’s an excerpt from the episode: Steve: So, yeah, thank you. That’s another paper that I put out recently, actually, just a few weeks ago. This is a concept we came up … Read More

During their recent episode, Taylor, Carlisle, and Guy Spier discussed Why Warren Buffett’s $1 Trillion Success Wasn’t Just About the Money. Here’s an excerpt from the episode: Tobias: I’m glad to hear that. I wanted to open this by saying that Berkshire Hathaway today has crossed $1 trillion- Jake: Wow. … Read More