VALUE: After Hours (S05 E34): New Constructs’ David Trainer on Forensic Accounting, ML/AI and (1+ r)^n

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In their latest episode of the VALUE: After Hours Podcast, David Trainer, Jake Taylor, and Tobias Carlisle discuss: ChatGPT: Is It A Mass Plagiarism Machine Or A Real Advance In Machine Learning? Tesla’s Embedded Assumptions: What Investors Need to Know Mauboussin’s Valuation Approach: A Way to Avoid Overvalued Stocks Investors … Read More

The Munger Approach To Selling Stocks & Marriage

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During their latest episode of the VALUE: After Hours Podcast, Taylor, and Carlisle discussed The Munger Approach To Selling Stocks & Marriage. Here’s an excerpt from the episode: Tobias: Implicit in what you just said. There’s the distinction between buying and selling, right? So, you buy, and you’re looking for … Read More

How Much of the Magnificent Seven Should You Own?

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During their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed How Much of the Magnificent Seven Should You Own?. Here’s an excerpt from the episode: Tobias: I saw hedge fund concentration in the Magnificent Seven. It’s like all time highest as you’d expect maybe, but … Read More

Joel Greenblatt’s Value Returns and Metrics

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During their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Joel Greenblatt’s Value Returns and Metrics. Here’s an excerpt from the episode: Tobias: Greenblatt publishes on his Gotham website, the two-year look ahead returns for his portfolios, which is an earnings yield built on Ebit/EV, … Read More

VALUE: After Hours (S05 E32): Value Spread, Value Returns, Stock Market All-Time High, Darwin’s Darling

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In their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Joel Greenblatt’s Value Returns and Metrics Hedge Fund Concentration In The Magnificent Seven Long-Term Optimism Amid Short-Term Uncertainty Charles Darwin & The Concept of “Darwin Facts” Market Speculation: Betting On All-Time Highs … Read More

Investing Lessons From Unintended Consequences

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During their latest episode of the VALUE: After Hours Podcast, Hoffstein, Taylor, and Carlisle discussed Investing Lessons From Unintended Consequences. Here’s an excerpt from the episode: Jake: So, we are going to be talking about the SS Eastland. And I changed my background as a little foreshadowing. But everybody knows … Read More

Value Is Not A Defensive Factor

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During their latest episode of the VALUE: After Hours Podcast, Hoffstein, Taylor, and Carlisle discussed Value Is Not A Defensive Factor. Here’s an excerpt from the episode: Corey: I think this is maybe one of the, I don’t want to say, fundamental problems some people fall into, but value did … Read More

Timing Luck In Investment Strategies

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During their latest episode of the VALUE: After Hours Podcast, Hoffstein, Taylor, and Carlisle discussed Timing Luck In Investment Strategies. Here’s an excerpt from the episode: Tobias: One of the things I learned from you, Corey, that I was very grateful for was that the timing luck idea, which is … Read More