During their recent episode, Taylor, Carlisle, and John Huber discussed Understanding Competitive Edge: Informational, Analytical, Behavioral. Here’s an excerpt from the episode: John: Yeah, the behavioral edge? Tobias: Yeah. Just the different types of edges. John: Yeah. Well, I think you can gain an edge in the stock market through … Read More
VALUE: After Hours (S07 E20): The Reinvestment Engine: High Free Cash Flow + Smart Management
During their recent episode, Taylor, Carlisle, and John Huber discussed The Reinvestment Engine: High Free Cash Flow + Smart Management. Here’s an excerpt from the episode: John: All right. T.C. Toby’s one of my favorite TCs. See, there’s three things– If you can find these three ingredients in a stock– … Read More
VALUE: After Hours (S07 E20): The AI Disruption: Google, OpenAI, and the New Web
During their recent episode, Taylor, Carlisle, and John Huber discussed The AI Disruption: Google, OpenAI, and the New Web. Here’s an excerpt from the episode: Tobias: A couple of interesting data points that I saw. I was watching a GaryVee video, because I watch some GaryVee every now and again. … Read More
VALUE: After Hours (S07 E20): China’s Wild Capitalism and the Mag 7
During their recent episode, Taylor, Carlisle, and John Huber discussed China’s Wild Capitalism and the Mag 7. Here’s an excerpt from the episode: Tobias: We were just talking China before we came on. Jake and I did a visit. John visited in 2018. We were talking about how China has … Read More
VALUE: After Hours (S07 E20): John Huber on the Magnificent 7, $COST, $GOOG, China, Small Caps and Small Banks
In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and John Huber discuss: China’s Wild Capitalism and the Mag 7 The AI Disruption: Google, OpenAI, and the New Web The Reinvestment Engine: High Free Cash Flow + Smart Management Understanding Competitive Edge: Informational, Analytical, Behavioral … Read More
VALUE: After Hours (S07 E19): Rudy Havenstein – The Fed’s Real Priorities and Bailouts
During their recent episode, Taylor, Carlisle, and Rudy Havenstein discussed The Fed’s Real Priorities and Bailouts. Here’s an excerpt from the episode: Rudy: So, you don’t think they were calling Powell and telling him, you need to bail out Citadel? You need to make sure that Magellan’s funds don’t go … Read More
VALUE: After Hours (S07 E19): Rudy Havenstein – Crypto Skepticism and Meme Coins
During their recent episode, Taylor, Carlisle, and Rudy Havenstein discussed Crypto Skepticism and Meme Coins. Here’s an excerpt from the episode: Jake: [laughs] Oh, boy. Stepping on that mine already. Tobias: Tips [crosstalk] [laughs] Rudy: Hey, don’t set me off on a coughing ramp, please. Yes, bitcoin fixes all of … Read More
VALUE: After Hours (S07 E19): Rudy Havenstein – Corruption, Insider Deals, and the Revolving Door
During their recent episode, Taylor, Carlisle, and Rudy Havenstein discussed Corruption, Insider Deals, and the Revolving Door. Here’s an excerpt from the episode: Rudy: I was just reposting an old thing about the guy that was running the treasury program to buy corporate bonds back then had a vested interest … Read More
VALUE: After Hours (S07 E19): Rudy Havenstein – How The Fed Distorted The Housing Market For A Generation
During their recent episode, Taylor, Carlisle, and Rudy Havenstein discussed The Fed Distorted The Housing Market For A Generation. Here’s an excerpt from the episode: Rudy: So, lower rates are not necessarily the answer. Now, in 2020, they threw what, $5 trillion or something. I mean, they were buying $500 … Read More
VALUE: After Hours (S07 E19): Rudy Havenstein, Senior Markets Commentator on the Fed, Housing and Markets
In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Rudy Havenstein discuss: The Fed’s Role in Financial Crises Corruption, Insider Deals, and the Revolving Door Crypto Skepticism and Meme Coins The Housing Market and Fed Manipulation The Fed’s Real Priorities and Bailouts Lizard Strategy: … Read More
VALUE: After Hours (S07 E18): REITs and Real Estate Opportunities
During their recent episode, Taylor, Carlisle, and Tim Travis discussed REITs and Real Estate Opportunities. Here’s an excerpt from the episode: Tim: Yeah, I think there’s pockets of opportunity. So, one area that I like is I like real estate investment trusts right here. People look at those businesses, and … Read More
VALUE: After Hours (S07 E18): Jakes Veggies -VC and Startup Lekking Analogy
During their recent episode, Taylor, Carlisle, and Tim Travis discussed VC and Startup Lekking Analogy. Here’s an excerpt from the episode: Jake: All right. So, this segment’s inspired by Matt Ridley’s new book, Birds, Sex and Beauty. Ridley’s one of my all-time favorite authors. I think I’ve read everything he’s … Read More
VALUE: After Hours (S07 E18): Bank Holdings and European Valuations
During their recent episode, Taylor, Carlisle, and Tim Travis discussed Bank Holdings and European Valuations. Here’s an excerpt from the episode: Tobias: So, Tim, before we came on, you were selling down some of your bank holdings earlier in the year. What prompted you to do that? Tim: Well, valuation … Read More
VALUE: After Hours (S07 E18): AI: The End of ‘Search’
During their recent episode, Taylor, Carlisle, and Tim Travis discussed AI: The End of ‘Search’. Here’s an excerpt from the episode: Tim: Yeah. Nvidia has bounced a lot. That went in the 80s, I believe. And now, it’s at 135. So, some of those have had pretty big runs. Microsoft. … Read More
VALUE: After Hours (S07 E18): Risk and rewards selling puts and covered calls on deep value stocks with Tim Travis
In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Tim Travis discuss: AI, Tech, and Alphabet’s Valuation Bank Holdings and European Valuations Jake’s Veggies – VC and Startup Lekking Analogy REITs and Real Estate Opportunities Musk’s Empire and Market Fragility Crypto and Speculative Trends … Read More
VALUE: After Hours (S07 E17): Jake’s Veggies: Cantillon Effects and Eutrophication
During their recent episode, Taylor, Carlisle, Schwartz and Hanauer discussed Jake’s Veggies: Cantillon Effects and Eutrophication. Here’s an excerpt from the episode: Jake: Yes, sir, Happy to do it. Tobias: Market fellas, it’s 32 minutes past the hour. [chuckles] No, it’s two minutes past the hour. What am I talking … Read More
VALUE: After Hours (S07 E17): The Value vs Growth Debate Revisited
During their recent episode, Taylor, Carlisle, Schwartz and Hanauer discussed The Value vs Growth Debate Revisited. Here’s an excerpt from the episode: Tobias: Let’s talk more broadly. What do you think investors who are approaching this problem now, what’s a sensible approach for them into the future? Does the deterioration … Read More
VALUE: After Hours (S07 E17): Why Investing Formulas May Be Losing Power
During their recent episode, Taylor, Carlisle, Schwartz and Hanauer discussed Why Investing Formulas May Be Losing Power. Here’s an excerpt from the episode: Jake: So, all for the last 10 years didn’t look as much like the 50 before them? Matthias: Yeah, you’re absolutely right. So, this is also something … Read More
VALUE: After Hours (S07 E17): Analysis of The Four Formulas: Piotroski, Magic, Acquirer’s, Conservative
During their recent episode, Taylor, Carlisle, Schwartz and Hanauer discussed Analysis of The Four Formulas: Piotroski, Magic, Acquirer’s, Conservative. Here’s an excerpt from the episode: What we mean with formula investing is basically simple stock screeners that are aiming on outperformance, even for retail investors. What we did was we … Read More
VALUE: After Hours (S07 E17): Formula Investing: Schwartz and Hanauer compare the Magic Formula and Acquirer’s Multiple
In their latest episode of the VALUE: After Hours Podcast, hosts Tobias Carlisle and Jake Taylor are joined by Marcel Schwartz and Matthias Hanauer to discuss: Analysis of The Four Formulas: Piotroski, Magic, Acquirer’s, Conservative Why Formulas May Be Losing Power The Value vs Growth Debate Revisited Jake’s Veggies: Cantillon … Read More