During their latest episode of the VALUE: After Hours Podcast, Hasson, Taylor, and Carlisle discussed Michael Burry’s Market Calls. Here’s an excerpt from the episode: Tobias: It’s been the same way the whole way through. To be fair, Burry has called eight of the last two crashes, but he’s got … Read More
VALUE: After Hours (S05 E30): Kyler Hasson on Quality, Value, $AMZN, and Mauboussin’s Whitepaper
In their latest episode of the VALUE: After Hours Podcast, Kyler Hasson, Jake Taylor, and Tobias Carlisle discuss: Michael Burry’s Market Calls Factors Influencing The Success And Longevity Of Public Companies Timing The Bottom Can’t Be Done Why You Shouldn’t Invest In IPO’s How Do You Extract Cash From Google? … Read More
Investors Can Buy The Knicks And The Rangers At A Discount
During their latest episode of the VALUE: After Hours Podcast, Boyar, Taylor, and Carlisle discussed Investors Can Buy The Knicks And The Rangers At A Discount. Here’s an excerpt from the episode: Jake: Would you say capital allocation is an important part of your assessment? Jonathan: Yeah, it’s critically important. … Read More
Ergodicity In Investing
During their latest episode of the VALUE: After Hours Podcast, Boyar, Taylor, and Carlisle discussed Ergodicity In Investing. Here’s an excerpt from the episode: Tobias: JT, do your you got some veggies for us today? Jake: Yes, sir, I do. So, this segment is– it’s actually just some lessons from … Read More
Investing Alongside John Malone
During their latest episode of the VALUE: After Hours Podcast, Boyar, Taylor, and Carlisle discussed Investing Alongside John Malone. Here’s an excerpt from the episode: Jonathan: Professional sports teams- Tobias: oh, yeah. Jonathan: -which they worked out real well for us, and I still think there’s a long way to … Read More
Why Uber Is A Good Investment
During their latest episode of the VALUE: After Hours Podcast, Boyar, Taylor, and Carlisle discussed Why Uber Is A Good Investment. Here’s an excerpt from the episode: Jonathan: Now it’s positive. It’s just turned positive. I mean, that’s so, but if you look at it two or three years from … Read More
VALUE: After Hours (S05 E29): Jonathan Boyar on Special Situations, $UBER, $BATRK and Jake on Ergodicity
In their latest episode of the VALUE: After Hours Podcast, Jonathan Boyar, Jake Taylor, and Tobias Carlisle discuss: The current state of the market Opportunities in small-cap stocks Ergodicity and the future returns of stocks Is Callaway & golf on the rise Two undervalued stocks – Liberty Braves and Levi’s … Read More
Investing Lessons From Tardigrades
During their latest episode of the VALUE: After Hours Podcast, Travis, Taylor, and Carlisle discussed Investing Lessons From Tardigrades. Here’s an excerpt from the episode: Tobias: JT, you want to do your–? Jake: Yes. Tobias: I’m being a little presumptuous, but you do have veggies for us today? You’ve never … Read More
Dealing With Selling Too Early
During their latest episode of the VALUE: After Hours Podcast, Travis, Taylor, and Carlisle discussed Dealing With Selling Too Early. Here’s an excerpt from the episode: Tobias: Yeah, probably. The time to buy Microsoft was when Whitney Tilson was pitching it at Value Investing Congress in about 2010, 2011. That … Read More
Where To Find The Best Opportunities Today
During their latest episode of the VALUE: After Hours Podcast, Travis, Taylor, and Carlisle discussed Where To Find The Best Opportunities Today. Here’s an excerpt from the episode: Tim: So, I think you look at individual bonds are like– Even real estate companies, some of these real estate investment trusts … Read More
Housing Crisis Phenomena
During their latest episode of the VALUE: After Hours Podcast, Travis, Taylor, and Carlisle discussed Housing Crisis Phenomena. Here’s an excerpt from the episode: Tobias: I saw a few of those. It’s like bear porn, doom porn on the housing market. They talk about the short-term rentals, the Airbnb phenomenon, … Read More
VALUE: After Hours (S05 E28): Tim Travis On Regional Banks, Financials, Value And The Tardigrade
In their latest episode of the VALUE: After Hours Podcast, Tim Travis, Jake Taylor, and Tobias Carlisle discuss: Housing Crisis Phenomena The Bull Case For Oil Buying Bonds In Commercial Banks And Offshore Drillers Opportunities In Real Estate REITs Insurance Companies Pulling Out Of Florida Selling Too Early Investing Lessons … Read More
Uncertainty And The Precautionary Principle
During their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Uncertainty And The Precautionary Principle. Here’s an excerpt from the episode: Jake: Hopefully, that you guys have been talking about something that might be somewhat tangentially related to the idea of uncertainty, because that’s what … Read More
Value Spread Closes – What It Means
During their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Value Spread Closes – What It Means. Here’s an excerpt from the episode: Tobias: I know that everybody likes the value spread update. So, the value spread came crashing in from May to June, end … Read More
When Warren Buffett Saw The Terror Threat
During their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed When Warren Buffett Saw The Terror Threat. Here’s an excerpt from the episode: Tobias: I like those ideas. I get a few comments on that. Using that precautionary principle, he realized that he had too … Read More
How To Avoid Blowing Up Your Portfolio
During their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed How To Avoid Blowing Up Your Portfolio. Here’s an excerpt from the episode: Jake: A few approaches that make sense with respecting all this uncertainty that can exist with how fat are the tails. One … Read More
VALUE: After Hours (S05 E27): Precautionary Principle; Value Spread Closes; Market And Economy Disagree
In their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: How To Avoid Blowing Up Your Portfolio When Warren Buffett Saw The Terror Threat Value Spread Closes – What It Means Uncertainty And The Precautionary Principle What Is Going On At Disney? … Read More
Nasdaq To Reweight Big Tech Dominance
During their latest episode of the VALUE: After Hours Podcast, Collins, Daniel, Taylor, and Carlisle discussed Nasdaq To Reweight Big Tech Dominance. Here’s an excerpt from the episode: Tobias: Otavio Costa had this tweet about, the amount of market capitalization that whatever we’re calling them now, the Magnificent Seven Fan … Read More
The Intuitive Investor
During their latest episode of the VALUE: After Hours Podcast, Collins, Daniel, Taylor, and Carlisle discussed The Intuitive Investor. Here’s an excerpt from the episode: Jake: I prepared a special little piece for you, guys, specifically that’s all about intuition, because I feel like you guys have pretty amazing record … Read More
We’re In A Stock-Pickers Market
During their latest episode of the VALUE: After Hours Podcast, Collins, Daniel, Taylor, and Carlisle discussed We’re In A Stock-Pickers Market. Here’s an excerpt from the episode: Porter: Again, we’re doing our usual dumpster diving in places where we like, where there are a couple of different financials, which there’s … Read More