Category Archive

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

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss The Crashless Generation. Here’s an excerpt from the episode: Tobias: I like this quote from– This is from Josh Wolfe. “An entire generation has not seen a downturn, has not experienced widespread loss from widespread … Read More

In this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: The Crashless Generation Absolute Value vs Relative Value Debate Heart Disease, Stress and Cortisol Growth Or Value. Which Is Harder to Buy? Carnage For Last Year’s Market Darlings Change Your Brain: Andrew … Read More

In their recent 100th episode of the VALUE: After Hours Podcast, Taylor, Brewster, Carlisle, and friends discuss Munger’s Mental Models. Here’s an excerpt from the podcast: Jake: So, maybe try to tie everything back to Charlie Munger, we’re learning mental models and we’re arming our cortical columns with hopefully like … Read More

In their recent 100th episode of the VALUE: After Hours Podcast, Taylor, Brewster, Carlisle, and friends discuss Shoot First, Ask Questions Later On Buy Decisions. Here’s an excerpt from the podcast: Ian: One of the things I was I was journaling about– I was thinking about coming on today, I … Read More

In their recent 100th episode of the VALUE: After Hours Podcast, Taylor, Brewster, Carlisle, and friends discuss Compounding Wealth With A Cockroach Portfolio. Here’s an excerpt from the podcast: Tobias: How would you characterize yourself, Jason? I think of you as vol but you are broader than that, aren’t you … Read More

In their recent 100th episode of the VALUE: After Hours Podcast, Taylor, Brewster, Carlisle, and friends discuss This Is The Best Time Of Year To Find Opportunities. Here’s an excerpt from the podcast: Ian: Yeah, it’s something I think we see every year, but I think this year, it’s been … Read More

In this 100th episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, Tobias Carlisle, and friends chat about: Munger’s Mental Models This Is The Best Time Of Year To Buy MicroCaps The Cockroach Portfolio Shoot First, Ask Questions Later On Buy Decisions Are We Reaching The End For … Read More

In their recent episode on the VALUE: After Hours Podcast, Taylor, Braziel, and Carlisle discuss Learning From Complexity. Here’s an excerpt from the episode: Jake: Sure. I guess you call it a blog post at this point. It’s called What I Learnt from Complexity, and it was by Cedric Chin, … Read More

In their recent episode on the VALUE: After Hours Podcast, Taylor, Braziel, and Carlisle discuss Bitcoin As A Hedge Against Money Printing. Here’s an excerpt from the episode: Tobias: What is it that appeals to you about it? Is that replacement of gold, as a hedge against fiat currency? Is … Read More

In their recent episode on the VALUE: After Hours Podcast, Taylor, Braziel, and Carlisle discuss What If The Fed Is Wrong. Here’s an excerpt from the episode: Jake: Then, we have that sort of as an observation. Then, I read Roger Lowenstein had a, I guess, you can call it … Read More

In their recent episode on the VALUE: After Hours Podcast, Taylor, Braziel, and Carlisle discuss Everything Is Expensive! Here’s an excerpt from the episode: Tobias: This is JPMorgan Asset Management slide. It got the 10-year annualized returns for value growth, small to large, and there mid in there as well. … Read More

In this episode of the VALUE: After Hours Podcast, Jake Taylor, Thomas Braziel, and Tobias Carlisle chat about: Nothing Is Cheap! What If The Fed Is Wrong? Bitcoin As A Hedge Against Money Printing Learning From Complexity Getting Compensated For Eliminating Risk Investing Strategy – 1 Year At 40% Or … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss There’s A Lot To Like About Elon Musk. Here’s an excerpt from the episode: Tobias: Yeah, I like Musk as an entrepreneur. I don’t want to be misconstrued as, I think that he’s done a … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Japanese Activist – Yoshiaki Murakami. Here’s an excerpt from the episode: Jake: So, this brings us to our story of this Japanese investor who I had never heard of, and maybe you guys haven’t either, … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss David Gardner’s Investing Strategy. Here’s an excerpt from the episode: Bill: No, look, I don’t know. I mean, so, different presentation that I was in today. The guy says, “Value investors are like accountants. They … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Small-Caps Cheaper Than The Market. Here’s an excerpt from the episode: Tobias: So, cool. Let me kick it off. A few things that I wanted to note. So, we’ve blown through 40 on the Shiller … Read More

In this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: Small Caps Cheaper Than The Market David Gardner’s Investing Strategy Yoshiaki Murakami – Japan’s First Successful Hostile Takeover Chancellor: Japan Tortoise Will Outpace U.S. Hare There’s A Lot To Like About Musk … Read More

In this recent episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle discuss The Anti-Factor Year. Here’s an excerpt from the episode: Tobias: Corey’s got a question, [laughs] Yeah. Corey’s got a question. ​Here’s my open question: is value in public markets a “dead play” … Read More

In this recent episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle discuss Bessembinder’s Lessons For Finding Outliers. Here’s an excerpt from the episode: Bill: Hey, real quick. This is from the lessons from Bessembinder that Baillie Gifford had. So, the four big ones that … Read More