During their recent episode, Taylor, Carlisle, and Joshua Young discussed 10 Philosophical Razors to Sharpen Your Thinking and Cut Through the Noise. Here’s an excerpt from the episode: Jake: Yes, sir. Today, we’re going to be discussing philosophical razors. And so, we’ll start out by saying– Tobias: Occam’s.? Jake: So, … Read More
Investing as a Game of Chicken: Valuation vs. Patience in Market Cycles
During their recent episode, Taylor, Carlisle, and Joshua Young discussed Investing as a Game of Chicken: Valuation vs. Patience in Market Cycles. Here’s an excerpt from the episode: Jake: Yeah. So, that’s still north of here as well. One thing I have been thinking about that is kind of, I … Read More
Oil & Gas Cycles: Market Trends, Innovation, and Investment Opportunities
During their recent episode, Taylor, Carlisle, and Joshua Young discussed Oil & Gas Cycles: Market Trends, Innovation, and Investment Opportunities. Here’s an excerpt from the episode: Tobias: Yeah, I think small and micro– More generally, not just oil and gas, although there’s a big oil and gas component to the … Read More
Oil vs. Human Ingenuity: Can Innovation Prevent an Energy Crisis?
During their recent episode, Taylor, Carlisle, and Joshua Young discussed Oil vs. Human Ingenuity: Can Innovation Prevent an Energy Crisis?. Here’s an excerpt from the episode: Jake: Josh, what would be the counterargument to the thesis that being long-term long oil and gas is being short human ingenuity? Joshua: I … Read More
Stock Market Returns: Five-Factor Analysis and What Lies Ahead
In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and John Rotonti Jr discussed Stock Market Returns: Five-Factor Analysis and What Lies Ahead: Tobias: JT, you want to do- John: Veggies. Tobias -veggies? Jake: Veggies time. Absolutely. Tobias: Market boys, six minutes past the hour. … Read More
Berkshire’s Role in America’s Future and Financial Strength
In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and John Rotonti Jr discussed, Berkshire’s Role in America’s Future and Financial Strength: John: I’ll just say, I think the messaging was similar to 2023. So, in 2023, he actually said, “Berkshire will remain an asset to … Read More
How Tiny Experiments Can Help You Build Lasting Habits Like Meditation
During their recent episode, Tobias Carlisle and Anne-Laure Le Cunff discussed How Tiny Experiments Can Help You Build Lasting Habits Like Meditation. Here’s an excerpt from the episode: Tobias: Do you think that meditation is important for people? Anne-Laure: Oh, that’s an interesting one, because that was one of my … Read More
EM vs. Developed Markets: Navigating Valuations & Future Opportunities
During their recent episode, Taylor, Carlisle, and Ardal Loh-Gronager discussed EM vs. Developed Markets: Navigating Valuations & Future Opportunities. Here’s an excerpt from the episode: Tobias: One of the points that you made earlier, was that there is this correlation between EM and developed markets on about a rolling five-year … Read More
Spectrography & Investing: Finding Hidden Patterns in Light and Business
During their recent episode, Taylor, Carlisle, and Ardal Loh-Gronager discussed Spectrography & Investing: Finding Hidden Patterns in Light and Business. Here’s an excerpt from the episode: Tobias: That’s very interesting. JT, are you– We’re going to see if we can get JT to do his vegetables. He’s lying in his … Read More
Long-Term Value Investing: Strategy, Moats & Portfolio Management
During their recent episode, Taylor, Carlisle, and Ardal Loh-Gronager discussed Long-Term Value Investing: Strategy, Moats & Portfolio Management. Here’s an excerpt from the episode: Tobias: Tell us a little bit about your investment strategy. What sort of businesses do you like to look at? What’s the geographic range, any industries, … Read More
The Power of Qualitative Analysis in Investing
During their recent episode, Taylor, Carlisle, and Ardal Loh-Gronager discussed The Power of Qualitative Analysis in Investing. Here’s an excerpt from the episode: Ardal: So, taking the question slightly broader. So, on a quantitative analysis, I think we’re all looking at the same information or data set. So, that’s why … Read More
Cyclical Compounders and Market Opportunities
During their recent episode, Taylor, Carlisle, and Gwen Hofmeyr discussed Cyclical Compounders and Market Opportunities. Here’s an excerpt from the episode: Gwen: So, I really love cyclical compounders, just because in the course of business, you’re just going to have these periods where there’s some broad uncertainty related that’s impacting … Read More