Category Archive

In their recent episode of the VALUE: After Hours Podcast, Jake Taylor, Mike Mitchell, and Tobias Carlisle discussed The Future of Work Is Hybrid. Here’s an excerpt from the episode: Mike: Then, sprinkle on top of that, this work from home dynamic, it’s really fascinating to me, and I have … Read More

In their recent episode of the VALUE: After Hours Podcast, Jake Taylor, Mike Mitchell, and Tobias Carlisle discussed John Malone’s Compensation Philosophy. Here’s an excerpt from the episode: Mike: I have this Malone philosophy of compensation. It’s probably more relevant to me than the Berkshire theory of compensation. Tobias: What’s … Read More

In their recent episode of the VALUE: After Hours Podcast, Jake Taylor, Mike Mitchell, and Tobias Carlisle discussed Munger’s View On Inflation. Here’s an excerpt from the episode: Jake: Okay, well, this is against my better judgment. But I was just listening on my walk this morning, listening to the … Read More

In this episode of the VALUE: After Hours Podcast, Jake Taylor, Mike Mitchell, and Tobias Carlisle chat about: Munger’s View On Inflation John Malone’s Compensation Theory The Future of Work Is Hybrid The Wu Wei Investing Strategy Knowing Your Investing Personality When’s The Next Crash? Hybrid Work Means Urban Sprawl … Read More

In their recent episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle discussed Munger Doubles Down On BABA. Here’s an excerpt from the episode: Bill: People can’t stop asking us about Alibaba as if something happened over the last three weeks that we had– [crosstalk] … Read More

In their recent episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle discussed Even The Best Strategy Will Go Backwards Sometimes. Here’s an excerpt from the episode: Bill: Dude, just real quick, because you turn yourself quant. So, I’m curious of your thoughts on this. … Read More

In their recent episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle discussed Late Innings Complacency. Here’s an excerpt from the episode: Jake: Sure. Like I said at the intro, sometimes, there’s a lot of sometimes people complaining that I don’t share personal things, whatever. … Read More

In their recent episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle discussed the Gamification Of Digital Advertising. As businesses continue to navigate the ever-changing landscape of online promotion, staying ahead requires innovative approaches. This is where Marketing automation steps in, seamlessly blending technology and … Read More

In this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: Value Is Cheap For A Reason Gamification Of Digital Advertising Late Innings Complacency Consider Asset Classes Other Than Stocks Munger Doubled Down On $BABA How $MO And Big Tobacco Can Still Survive … Read More

In their recent episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle discussed Today’s Cambrian Explosion Is Stifling Competition. Here’s an excerpt from the episode: Tobias: The problem that we have at the moment is that all of the COVID restrictions make it much, much … Read More

In their recent episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle discussed Most Of The Time You’re In A Drawdown. Here’s an excerpt from the episode: Tobias: As Meb Faber points out, there’s only two states in the market. You’re either at an all-time … Read More

In their recent episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle discussed the Inverse Performance Between Quality & Value. Here’s an excerpt from the episode: Tobias: Verdad, this was written by Greg Obenshain. I’ve heard Dan Rasmussen on the podcast. The article was how … Read More

In their recent episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle discussed Adopting Kaufman’s Win-Win Approach To Investing. Here’s an excerpt from the episode: Bill: It’s interesting that people talk about the dangers of talking publicly about a specific name. I think that one … Read More

In this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: Adopting Kaufman’s Win-Win Approach To Investing How Does Quality Work? Dealing With Drawdowns Was Covid Our Cambrian Explosion? Fewer Big Winners In Future Strong Inverse Link Between Stock Returns & Hospital Admissions … Read More

In their recent episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle discussed Using Kahneman’s Advice On An ‘Outside View’. Here’s an excerpt from the episode: Jake: Kahneman would say or would probably describe this proceed– he calls it estimate talk estimate. What you do … Read More

In their recent episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle discussed Is Averaging Down A Good Investment Strategy? Here’s an excerpt from the episode: Jake: There is an interesting game theory that plays out in this take-under situation, where you almost have a … Read More

In their recent episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle discussed Why Is $ATUS Share Price Dropping? Here’s an excerpt from the episode: Bill: All right. So, Altice showing people why hedge fund hotels and leverage is probably not a great combination. It … Read More

In their recent episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle discussed Making Sense of Charlie’s $BABA Bet. Here’s an excerpt from the episode: Tobias: All right, let’s do China. The thing I saw on Sunday night on Bloomberg, Deng Xiaoping, who was a … Read More

In their recent episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle discussed Fingerprinting & Bias Blind Spot In Investing. Here’s an excerpt from the episode: Jake: Yeah. It’s good to rub your nose in it. So, fingerprinting, which may seem a little odd to … Read More

In this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: $ATUS Share Price Drops Almost 50% YTD Fingerprinting & Bias Blind Spot In Investing Did We Miss The Turn In Value? Averaging Down As An Investment Strategy Estimate, Talk, Estimate Your Investment … Read More