Category Archive

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

In their recent episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle discussed Mauboussin – Turn And Face The Strange. Here’s an excerpt from the episode: Jake: All right, let’s jump into some Mauboussin and then we can come back to give the people what … Read More

In this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: Mauboussin Strange Western Media Bias On China Charlie’s Right On BABA $AAPL Losing Innovation Explosion In Retail Trading Insane Housing Market Your Albert Pujols Stock Gamification Of Investing Evergrande – Everything’s A … Read More

During their recent interview on The Acquirers Podcast with Tobias, Jeffrey C. Hooke, finance professor and author of The Myth of Private Equity discussed The Mark-To-Market Fallacy In Private Equity. Here’s an excerpt from the interview: Tobias: There’s this mutual myth, I guess that they each agree on the customers and … Read More

In their recent episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle discussed the Explosion In Retail Trading Accounts. Here’s an excerpt from the episode: Tobias: This is a factoid. I learned from Vincent Deluard yesterday. There are currently as many brokerage accounts as there … Read More

In their recent episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle discussed Is Groupthink Impacting Your Results? Here’s an excerpt from the episode: Bill: You’re a very thoughtful man, Jake. I guess this is what I’ve been thinking about. I’m going to put it … Read More

During their recent interview on The Acquirers Podcast with Tobias, Jeffrey C. Hooke, finance professor and author of The Myth of Private Equity discussed The 3 Pillars Of Private Equity That Hurt Investors. Here’s an excerpt from the interview: Jeffrey: Exactly. I don’t think I could summarize it any better. High … Read More

 In their recent episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle discussed Value Enticing Relative To Growth. Here’s an excerpt from the episode: Tobias: So, I retweeted this this morning. It’s just showing the spread of growth over value, and it runs back … Read More

During their recent interview on The Acquirers Podcast with Tobias, Jeffrey C. Hooke, finance professor and author of The Myth of Private Equity discussed IRR – The Faulty Metric of Private Equity. Here’s an excerpt from the interview: Tobias: The part of the problem I understand is the calculation of the … Read More

In this episode of The Acquirers Podcast, Tobias chats with Jeffrey C. Hooke, finance professor and author of The Myth of Private Equity. During the interview Jeffrey provided some great insights into: IRR – The Faulty Metric of Private Equity The 3 Pillars Of Private Equity That Hurt Investors The … Read More

In their recent episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle discussed How Fishing Makes You A Better Investor. Here’s an excerpt from the episode: Jake: All right. Fish is on the menu today, not veggies. Tobias: Fish is good for you too. Jake: … Read More

In this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: Investing Lessons From Fishing Value Growth Spread Widest Ever Lessons From Thinking Twice Bay of Pigs & The Dangers Of Groupthink Take A Swing At China Stocks Choose One Growth Stock One … Read More