Category Archive

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Travis discussed China’s Investment Landscape: A Risk Worth Ignoring or Embracing?. Here’s an excerpt from the episode: Jake: -it’s reasonably priced. [Tobias laughs] If rates stay this low and returns on equity stay this high, then the … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Travis discussed Think Smarter, Not Harder: How “Obvious Adams” Can Boost Your Investing. Here’s an excerpt from the episode: Tobias: JT, it’s the top of the hour. You want to do your–? Jake: I would love to. … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Travis discussed discussed AIG, Fairfax, Berkshire Hathaway: Favorite Insurance Plays for Long-Term Returns. Here’s an excerpt from the episode: Tobias: What about financials? Banks in general, financials generally, same deal? Tim: Well, I think insurance companies have … Read More

In their latest episode of the VALUE: After Hours Podcast Jake Taylor, Tobias Carlisle, and Tim Travis discuss: AIG, Fairfax, Berkshire Hathaway: Favorite Insurance Plays for Long-Term Returns Think Smarter, Not Harder: How “Obvious Adams” Can Boost Your Investing China’s Investment Landscape: A Risk Worth Ignoring or Embracing? Buffett’s Bullish … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Tsai discussed Musk Borrows From History: How Tesla is Channeling Henry Ford to Dominate EVs. Here’s an excerpt from the episode: Christopher: And like to your point, things changed pretty quickly. There’s a guy by the name … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Tsai discussed Ron Baron’s Wisdom: Risking Assets for Tomorrow’s Cash Flow. Here’s an excerpt from the episode: Christopher: One of my mentors, Ron Baron, taught me very early on how companies that are growing very rapidly are … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Tsai discussed The “3 U’s” to Tesla’s Big Future: Unknowns, Uniqueness, and Unbelievable Growth. Here’s an excerpt from the episode: Christopher: But longer run, we’re modeling 17.5% percent right now in terms of profit margins. And we … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Tsai discussed Why Tesla Is Misunderstood By Wall Street. Here’s an excerpt from the episode: Tobias: I think one of the stocks that I know that you’ve held for a long time is Tesla. How long have … Read More

In their latest episode of the VALUE: After Hours Podcast Jake Taylor, Tobias Carlisle, and Christopher Tsai discuss: Why Tesla Is Misunderstood By Wall Street The “3 U’s” to Tesla’s Big Future: Unknowns, Uniqueness, and Unbelievable Growth Ron Baron’s Wisdom: Risking Assets for Tomorrow’s Cash Flow Musk Borrows From History: … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Brewster discussed 85% Of Economists Polled Last Year Thought We’d Be In A Recession Right Now. Here’s an excerpt from the episode: Tobias: Just before you do, let me just say 85% of economists polled last year … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Brewster discussed discussed 2024 Prediction – Bitcoin. Here’s an excerpt from the episode: Jake: We will find out. All right. Bitcoin, $42, 590 right now. Bill: This one I got to think of. I didn’t prepare for … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Brewster discussed Is 4 Years Adequate For Nikola founder Trevor Milton?. Here’s an excerpt from the episode: Tobias: Here’s another one. “Trevor Milton got four years.” How do you guys feel about that? How much money has … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Brewster discussed Chinese Tech Stocks Look Good. Here’s an excerpt from the episode: Jake: Right. That’s the tough thing with those VIX call options being European. Unless you just get it right on the right day, you … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Brewster discussed The Cybertruck Looks Better Up Close. Here’s an excerpt from the episode: Tobias: All right. I’ve got a question for you. What won’t change next year? Bill: Our skepticism of whether Tesla can deliver. Tobias: … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Brewster discussed 2024 Predictions. Here’s an excerpt from the episode: Jake: All right. I guess closing value of the Dow Jones Industrial Average in one year’s time. Tobias: What are we at now? $3,600? Bill: Where are … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Brewster discussed Free Speech in the Age of Musk: Twitter’s Uncertain Future. Here’s an excerpt from the episode: Tobias: How about Twitter? Musk has bitten off a lot with Tesla boring company and so on. Is Twitter … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Brewster discussed Nikola vs. Tesla Robots: Real Deal or CGI Hype?. Here’s an excerpt from the episode: Tobias: This is just to compare Nikola’s experience with Tesla. So they produce this robot that’s a person in a suit. And … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Brewster discussed 2024 Will See A Black Swan Payoff Event. Here’s an excerpt from the episode: Jake: All right. I’ll make one throwaway, fun, bold prediction that’s probably not going to happen. But 2024 will be the … Read More

In their latest episode of the VALUE: After Hours Podcast Jake Taylor, Tobias Carlisle, and Bill Brewster discuss: 2024 Will See A Black Swan Payoff Event Nikola vs. Tesla Robots: Real Deal or CGI Hype? Free Speech in the Age of Musk: Twitter’s Uncertain Future 2024 Prediction – Dow Jones … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and guests Porter Collins and Vincent Daniel discussed Fed Fears Trump & Supreme Court Timing: Can it Derail Trump’s 2024 Run?. Here’s an excerpt from the episode: Porter: I’ll piggyback on what Vinny said earlier is that, it’s … Read More