During their recent episode, Jake Taylor and Tobias Carlisle discussed BNSF: Buffett’s Coup d’Œil Moment. Here’s an excerpt from the episode: Jake: So, how about the second transaction? Tobias: So, the second transaction that I wrote about was the BNSF, the railway deal. I think there’s a nice parallel to … Read More
VALUE: After Hours (S07 E34): Apple as Buffett’s Greatest Trade
During their recent episode, Jake Taylor and Tobias Carlisle discussed Apple as Buffett’s Greatest Trade. Here’s an excerpt from the episode: One of the opening stories in the book, is talking about Apple, and contrasting Einhorn and Icahn, and their activist campaign against Apple with Buffett’s subsequent investment in Apple … Read More
VALUE: After Hours (S07 E22): The Bear Case: What Happens When the Tailwinds Reverse?
During their recent episode, Taylor, Carlisle, and Dave Collum discussed The Bear Case: What Happens When the Tailwinds Reverse. Here’s an excerpt from the episode: David: There’s historical precedent for this. So, if you own the 06 top, it took you 40 years not to go up and down and … Read More
VALUE: After Hours (S07 E22): Why the Bull Case Was So Powerful
During their recent episode, Taylor, Carlisle, and Dave Collum discussed Why the Bull Case Was So Powerful. Here’s an excerpt from the episode: David: And so, I really do believe that that a 30-year recency bias doesn’t mean that it’s not a bias. And so, for 30 years, we’ve had … Read More
VALUE: After Hours (S07 E22): The Case-Shiller PE and Valuation Distortions
During their recent episode, Taylor, Carlisle, and Dave Collum discussed The Case-Shiller PE and Valuation Distortions. Here’s an excerpt from the episode: Tobias: What makes you think that it’s overvalued? What are you looking at to make that determination? David: I watch 25 metrics. They all seem to tell the … Read More
VALUE: After Hours (S07 E22): What’s Wrong with the Markets?
During their recent episode, Taylor, Carlisle, and Dave Collum discussed What’s Wrong with the Markets?. Here’s an excerpt from the episode: Tobias: We had a good podcast with him. We just threw it open at the start and said, “What’s wrong with the markets?” So, we might do the same … 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 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 E15): Legendary Value Investor Rich Pzena on His 30-Year Career and the Opportunity Today
In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Rich Pzena discuss: Warren Buffett – Balance Sheets Before Income Statements Avoiding Value Traps How To Value A Company Surviving 10 Straight Quarters of Massive Underperformance Betting on GE Revisiting Graham & Dodd AI: Finding … Read More
The Acquirers Podcast – Value After Hours – 10,000 YouTube Subscribers
We just want to say a big thank you to all of our 10,000 subscribers to The Acquirers Podcast – Value After Hours, on YouTube. If you haven’t had a chance to watch co-hosts Jake Taylor, Bill Brewster, and Tobias Carlisle you can find them on YouTube here: https://www.youtube.com/c/TheAcquirersPodcast If … Read More