VALUE: After Hours (S07 E23): Zeke Ashton on Buffett, the Post-Value Era, UnitedHealth $UNH and his Four Decision Factors

Johnny HopkinsValue Investing PodcastLeave a Comment

In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Zeke Ashton discuss: The Post-Value Era and Buffett’s Legacy The Four Controllables in Investing Selling, Round-Trips, and Behavioral Tactics Margin of Safety vs Momentum Narratives, Flows, and Broken Markets Mispriced Small-Caps and Market Structure Patience, Repricing, and … Read More

Lack of Institutional Coverage Creates Opportunities

Johnny HopkinsMarket AnalysisLeave a Comment

During their recent episode, Taylor, Carlisle, and Gwen Hofmeyr discussed Lack of Institutional Coverage Creates Opportunities. Here’s an excerpt from the episode: Gwen: Yeah. And so, there’s an extremely valuable asset there, but there’s no institutional coverage of the company. And so, the market has never that I’ve observed– I … Read More

The Best Returns Can Be Found In Small Illiquid Value Stocks

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https://www.youtube.com/watch?v=gJoyXVvvbdc?start=1786 During his recent interview with Tobias, Tim Melvin, who is a 31 year veteran of the financial services industry, discusses how the best returns can be found in small illiquid stocks. Here’s an excerpt from the interview: Tobias Carlisle: A lot of the positions we’ve been discussing so far … Read More