Today’s Cambrian Explosion Is Stifling Competition

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In their recent episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle discussed Today’s Cambrian Explosion Is Stifling Competition. Here’s an excerpt from the episode: Tobias: The problem that we have at the moment is that all of the COVID restrictions make it much, much … Read More

Most Of The Time You’re In A Drawdown

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In their recent episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle discussed Most Of The Time You’re In A Drawdown. Here’s an excerpt from the episode: Tobias: As Meb Faber points out, there’s only two states in the market. You’re either at an all-time … Read More

Inverse Performance Between Quality & Value

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In their recent episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle discussed the Inverse Performance Between Quality & Value. Here’s an excerpt from the episode: Tobias: Verdad, this was written by Greg Obenshain. I’ve heard Dan Rasmussen on the podcast. The article was how … Read More

Adopting Kaufman’s Win-Win Approach To Investing

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In their recent episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle discussed Adopting Kaufman’s Win-Win Approach To Investing. Here’s an excerpt from the episode: Bill: It’s interesting that people talk about the dangers of talking publicly about a specific name. I think that one … Read More

Using Kahneman’s Advice On An ‘Outside View’

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In their recent episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle discussed Using Kahneman’s Advice On An ‘Outside View’. Here’s an excerpt from the episode: Jake: Kahneman would say or would probably describe this proceed– he calls it estimate talk estimate. What you do … Read More

Is Averaging Down A Good Investment Strategy?

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In their recent episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle discussed Is Averaging Down A Good Investment Strategy? Here’s an excerpt from the episode: Jake: There is an interesting game theory that plays out in this take-under situation, where you almost have a … Read More

Why Is $ATUS Share Price Dropping?

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In their recent episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle discussed Why Is $ATUS Share Price Dropping? Here’s an excerpt from the episode: Bill: All right. So, Altice showing people why hedge fund hotels and leverage is probably not a great combination. It … Read More

Making Sense of Charlie’s $BABA Bet

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In their recent episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle discussed Making Sense of Charlie’s $BABA Bet. Here’s an excerpt from the episode: Tobias: All right, let’s do China. The thing I saw on Sunday night on Bloomberg, Deng Xiaoping, who was a … Read More

Fingerprinting & Bias Blind Spot In Investing

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In their recent episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle discussed Fingerprinting & Bias Blind Spot In Investing. Here’s an excerpt from the episode: Jake: Yeah. It’s good to rub your nose in it. So, fingerprinting, which may seem a little odd to … Read More

Mauboussin – Turn And Face The Strange

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In their recent episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle discussed Mauboussin – Turn And Face The Strange. Here’s an excerpt from the episode: Jake: All right, let’s jump into some Mauboussin and then we can come back to give the people what … Read More

VALUE: After Hours (S03 E36): China; $BABA; Evergrande; $AAPL Losing Innovation; Mauboussin Strange

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In this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: Mauboussin Strange Western Media Bias On China Charlie’s Right On BABA $AAPL Losing Innovation Explosion In Retail Trading Insane Housing Market Your Albert Pujols Stock Gamification Of Investing Evergrande – Everything’s A … Read More

The Mark-To-Market Fallacy In Private Equity

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During their recent interview on The Acquirers Podcast with Tobias, Jeffrey C. Hooke, finance professor and author of The Myth of Private Equity discussed The Mark-To-Market Fallacy In Private Equity. Here’s an excerpt from the interview: Tobias: There’s this mutual myth, I guess that they each agree on the customers and … Read More

Explosion In Retail Trading Accounts

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In their recent episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle discussed the Explosion In Retail Trading Accounts. Here’s an excerpt from the episode: Tobias: This is a factoid. I learned from Vincent Deluard yesterday. There are currently as many brokerage accounts as there … Read More

Is Groupthink Impacting Your Results?

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In their recent episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle discussed Is Groupthink Impacting Your Results? Here’s an excerpt from the episode: Bill: You’re a very thoughtful man, Jake. I guess this is what I’ve been thinking about. I’m going to put it … Read More

The 3 Pillars Of Private Equity That Hurt Investors

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During their recent interview on The Acquirers Podcast with Tobias, Jeffrey C. Hooke, finance professor and author of The Myth of Private Equity discussed The 3 Pillars Of Private Equity That Hurt Investors. Here’s an excerpt from the interview: Jeffrey: Exactly. I don’t think I could summarize it any better. High … Read More

Value Enticing Relative To Growth

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 In their recent episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle discussed Value Enticing Relative To Growth. Here’s an excerpt from the episode: Tobias: So, I retweeted this this morning. It’s just showing the spread of growth over value, and it runs back … Read More

IRR – The Faulty Metric of Private Equity

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During their recent interview on The Acquirers Podcast with Tobias, Jeffrey C. Hooke, finance professor and author of The Myth of Private Equity discussed IRR – The Faulty Metric of Private Equity. Here’s an excerpt from the interview: Tobias: The part of the problem I understand is the calculation of the … Read More