Tag Archive

During their recent episode, Taylor, Carlisle, and Guy Spier discussed How the Lollapalooza Effect Drives Influence. Here’s an excerpt from the episode: Guy: It’s a little bit of this Lollapalooza effect. Two places one can go there. I’ll start off with a book that I recently read about Russian special … Read More

During their recent episode, Taylor, Carlisle, and Steve Hou discussed The Crash Landing into a Marshmallow: Are We Heading Toward Recession. Here’s an excerpt from the episode: Tobias: Let’s start with, where are we in the economy? How do you see it? Are we in a recession? Is there a … Read More

During their recent episode, Taylor, Carlisle, and Guy Spier discussed Why Investing Is an Infinite Game: Lessons from Warren Buffett. Here’s an excerpt from the episode: Jake: [crosstalk] Tobias: Did you read that book, Infinite Games, I think it’s Carse, isn’t it? Guy: Carse. James Carse. Tobias: Carse. Guy: Finite … Read More

During their recent episode, Taylor, Carlisle, and Steve Hou discussed Bruce Lee’s Guide to Investing: Fluid Strategies and Relentless Focus. Here’s an excerpt from the episode: Tobias: I want to do some questions about the economy and the macroeconomy in general. But before we do that, JT, do you want … Read More

During their recent episode, Taylor, Carlisle, and Guy Spier discussed The Power of Honesty in Investing. Here’s an excerpt from the episode: Tobias: You did. I think that you raised that in your most recent letter, where you said that you were interested in balance more than compounding as rapidly … Read More

During their recent episode, Taylor, Carlisle, and Steve Hou discussed How The Analyst Rating Index Captures Market Improvers. Here’s an excerpt from the episode: Steve: So, yeah, thank you. That’s another paper that I put out recently, actually, just a few weeks ago. This is a concept we came up … Read More

During their recent episode, Taylor, Carlisle, and Guy Spier discussed Why Warren Buffett’s $1 Trillion Success Wasn’t Just About the Money. Here’s an excerpt from the episode: Tobias: I’m glad to hear that. I wanted to open this by saying that Berkshire Hathaway today has crossed $1 trillion- Jake: Wow. … Read More

During their recent episode, Taylor, Carlisle, and Steve Hou discussed How The Pricing Power Index Identifies Market Leaders. Here’s an excerpt from the episode: Tobias: You’re at Bloomberg Indices. What do you do at Bloomberg Indices, and what is Bloomberg Indices as opposed to the Bloomberg TV or the monitors … Read More

In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Guy Spier discuss: Why Warren Buffett’s $1 Trillion Success Wasn’t Just About the Money The Power of Honesty in Investing Why Investing Is an Infinite Game: Lessons from Warren Buffett How the Lollapalooza Effect Drives … Read More

In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Steve Hou discuss: How The Pricing Power Index Identifies Market Leaders How The Analyst Rating Index Captures Market Improvers Bruce Lee’s Guide to Investing: Fluid Strategies and Relentless Focus The Crash Landing into a Marshmallow: … Read More

During their recent episode, Taylor, Carlisle, and Asif Suria discussed Georgism vs. The IRS: How Land Value Tax Could Replace Federal Taxes, here’s an excerpt from the episode: Tobias: JT is going to do his vegetables. But when we come back, for the podcast there, lots of people asking about … Read More

During their recent episode, Taylor, Carlisle, and Asif Suria discussed Why Cannabis is Overtaking Alcohol: A 20-Year Transformation in America. Here’s an excerpt from the episode: Tobias: So, Aaron, the opportunity sounds pretty good. We’ve had this boom and bust that scared everybody away. There’s obvious problems to be resolved. … Read More

During their recent episode, Taylor, Carlisle, and Asif Suria discussed U.S Cannabis Stocks Actually Trade In Canada. Here’s an excerpt from the episode: Aaron: Anyway, so, that’s part of what gets me very bullish. But then there’s this weird thing, Tobias, that you need to understand is, because Canada federally … Read More

During their recent episode, Taylor, Carlisle, and Asif Suria discussed Cannabis: From a Schedule 1 Drug to Reducing Alcoholism and Workplace Injuries, here’s an excerpt from the episode: Tobias: So, talk to us a little bit about the cannabis industry, because when the legalization happened, around 2020, 2019, something like … Read More

In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Aaron Edelheit discuss: Cannabis: From a Schedule 1 Drug to Reducing Alcoholism and Workplace Injuries Why Canadian Cannabis Stocks are the Real Play for U.S. Investors The Political and Economic Implications of Cannabis Rescheduling Georgism … Read More

During their recent episode, Taylor, Carlisle, and Asif Suria discussed Lessons from Shinsei: Duration Over Short-Term Returns, here’s an excerpt from the episode: Tobias: Good one. JT, top of the hour. Give the people what they want. Vegetable time. Jake: Well, I’m not sure about– Tobias: Give the people what … Read More

During their recent episode, Taylor, Carlisle, and Asif Suria discussed The Power of Insider Buys: Spotting Strong Signals from Key Executives, here’s an excerpt from the episode: Tobias: Talk to us a little bit about insider buys, insider sells. What’s the signal there is a buy from one person? Is … Read More

During their recent episode, Taylor, Carlisle, and Asif Suria discussed Corporate Spinoffs: Should You Invest in RemainCo or BadCo?, here’s an excerpt from the episode: Tobias: Tyler Pharris is our unofficial producers. He’s got a good question for you. “When a company is spinning out a BadCo does that tend … Read More

During their recent episode, Taylor, Carlisle, and Asif Suria discussed Mastering Event-Driven Investing, here’s an excerpt from the episode: Asif: Yes. Event driven investing or special situations investing is about acting on maybe a corporate action. It could be one company acquiring another one, like Microsoft acquired Activision Blizzard. And … Read More

In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Asif Suria discuss: Mastering Event-Driven Investing Corporate Spinoffs: Should You Invest in RemainCo or BadCo? Lessons from Shinsei: Duration Over Short-Term Returns The Power of Insider Buys: Spotting Strong Signals from Key Executives The Effect … Read More