Buffett Understood See’s Competitive Advantage

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In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Buffett Understood See’s Competitive Advantage. Here’s an excerpt from the episode: Jake: This week my friend, Haren Bhakta sent me this 1972 letter that Warren Buffett wrote to Chuck Huggins, who was the president of … Read More

Record Number Of Net-Nets Since 1999

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In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Record Number Of Net-Nets Since 1999. Here’s an excerpt from the episode: Tobias: But then more specific to value, I went and looked at the number of net-nets that are available. Jake: Ah, yes. Tobias: … Read More

How Much Does A Typical Bear Market Fall?

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In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed How Much Does A Typical Bear Market Fall? Here’s an excerpt from the episode: Tobias: Yeah, I spent last week looking at– Bear markets are completely unpredictable, markets are completely unpredictable. I just was interested … Read More

When To Sell

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In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed When To Sell. Here’s an excerpt from the episode: Bill: So, just before we move on from my therapy session, we’ve determined you just hold your positions and just get ready for the nut punch. … Read More

A Lot Of Quality Companies Down 90%

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In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed A Lot Of Quality Companies Down 90%. Here’s an excerpt from the episode: Tobias: Yeah, I don’t feel good about it so much. Jake and I were talking about this just before we came on. … Read More

Munger’s Win-Win-Win Investing Strategy

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In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Munger’s Win-Win-Win Investing Strategy. Here’s an excerpt from the episode: Tobias: I tweeted this thing out this morning from Mohnish Pabrai about talking to Charlie Munger about one of the ideas that he had and … Read More

We’re In A Cotton Eye Joe Market

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In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed We’re In A Cotton Eye Joe Market. Here’s an excerpt from the episode: Tobias: JT, probably going to dump you in this too, mate, but we were momentum value guys and we got started off … Read More

VALUE: After Hours (S04 E022): Quality, Cotton-Eye Joe Market, Markets in TurmOIL! and Metal Detection

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In their latest episode of the VALUE: After Hours Podcast, Bill Brewster Jake Taylor, and Tobias Carlisle discuss: We’re In A Cotton Eye Joe Market Munger’s Win-Win-Win Investing Strategy Separating High-Quality Businesses From Dog Shit Hold Or Sell Before The Nut-Punch? Investing Lessons From Metal Detecting Markets in Turmoil Here’s … Read More

Be Prepared To Adapt Your Investing Strategy

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In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Be Prepared To Adapt Your Investing Strategy. Here’s an excerpt from the episode: Bill: Chris Cerrone, who actually wrote the paper of The Art of (Not) Selling would not make that argument. People that read … Read More

You Just Can’t Overpay For Quality!

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In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed You Just Can’t Overpay For Quality! Here’s an excerpt from the episode: Jake: There is something very appealing about the idea that you own this quality business and that it should protect you from whatever … Read More

The Best Investing Strategy Going Forward

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In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed The Best Investing Strategy Going Forward. Here’s an excerpt from the episode: Tobias: Sorry man I’m going to bring you in here with me but. Oh wow! You wrote the article and then I fully understood what … Read More

VALUE: After Hours (S04 E021): Chesterton’s Fence; When Quality Fails; Inflation, Data and Predictions

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In their latest episode of the VALUE: After Hours Podcast, Bill Brewster Jake Taylor, and Tobias Carlisle discuss: Use Randomization For Better Returns Continually Adapt Your Strategy You Just Can’t Overpay For Quality! Investors Should Beware When Cloning 13F’s Good Ideas Taken Too Far Chesterton’s Fence Why All The Data … Read More

Do Lower Valuations Represent Good Value?

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In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Do Lower Valuations Represent Good Value? Here’s an excerpt from the episode: Tobias: One of the things I like about these kinds of markets if we get a little sell off here is that it … Read More

Michael Burry Shorts $AAPL

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In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Michael Burry Shorts $AAPL. Here’s an excerpt from the episode: Tobias: Burry’s Short Apple? Bill: Who is? Tobias: Mike Burry. Bill: Oh. Got to be an easier short out there than Apple. Tobias: Yeah, I … Read More

Cheap Tech

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In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Cheap Tech. Here’s an excerpt from the episode: Tobias: Well, there’s still that big sugar rush coming through the system. It’s hard when you’re looking at companies right now. There are things out there that … Read More

Spock’s Predictions Were Wrong 83% Of The Time

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In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Spock’s Predictions Were Wrong 83% Of The Time. Here’s an excerpt from the episode: Jake: The first thing that was really funny in the book [The Scout Mindset], she went through and looked at that. … Read More

VALUE: After Hours (S04 E020): Scouts vs Soldiers, $RH, Macro Crashes, Cheap Tech and Commodities

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In their latest episode of the VALUE: After Hours Podcast, Bill Brewster Jake Taylor, and Tobias Carlisle discuss: Why It’s So Difficult To Value Businesses Right Now This Market Provides Opportunities To Buy Better Quality Stocks Cheap Michael Burry Shorts $AAPL Cheap Tech China’s Zero-COVID Strategy Gary Friedman’s Masstige Brand … Read More