VALUE: After Hours (S07 E20): Understanding Competitive Edge: Informational, Analytical, Behavioral

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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): John Huber on the Magnificent 7, $COST, $GOOG, China, Small Caps and Small Banks

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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

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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

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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

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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

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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

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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): Risk and rewards selling puts and covered calls on deep value stocks with Tim Travis

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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): Analysis of The Four Formulas: Piotroski, Magic, Acquirer’s, Conservative

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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

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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