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
Why REITs Can’t Compound Like Berkshire
During their recent episode, Taylor, Carlisle, and Bill Lenehan discussed Why REITs Can’t Compound Like Berkshire. Here’s an excerpt from the episode: Jake: Yeah. Do you have any– Is there any reticence or– I don’t want to say regret, that’s not the right word. But the fact that the REIT … Read More
Capital Allocation Strategies for REIT Success
During their recent episode, Taylor, Carlisle, and Bill Lenehan discussed Capital Allocation Strategies for REIT Success. Here’s an excerpt from the episode: Tobias: The REIT sounds like it’s really geared towards good capital allocation rather than trying to identify any sort of individual trophy property or trying to have like … Read More
Why Simplicity in REITs Wins
During their recent episode, Taylor, Carlisle, and Bill Lenehan discussed Why Simplicity in REITs Wins. Here’s an excerpt from the episode: Bill: I had been thinking about this idea for a decade when you used that example. And I have to admit, I had to look up what it was, … Read More
VALUE: After Hours (S06 E46): Activism, REITs, Capital Allocation and Four Corners Property Trust with Bill Lenehan
In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Bill Lenehan discuss: Why Simplicity in REITs Wins Capital Allocation Strategies for REIT Success Applying Raymond Loewy’s MAYA Principle to Modern Markets Why REITs Can’t Compound Like Berkshire Why Doing the Work and Thinking Independently … Read More