SBF And FTX GTFO

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In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss SBF And FTX GTFO. Here’s an excerpt from the episode: Tobias: I didn’t really know who SBF was, this is Sam Bankman-Fried, and FTX. I didn’t know who this guy was probably three weeks ago. … Read More

10-3 Inversion and Recessions

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In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss 10-3 Inversion and Recessions. Here’s an excerpt from the episode: Tobias: I like to check the 10:3 inversion every- Jake: Four minutes. [laughs] Tobias: -15 minutes or so. Jake: Yeah. Tobias: The 10:3, the most … Read More

Cathie Wood Predicts Bitcoin To $1 Million By 2030

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In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Cathie Wood Predicts Bitcoin To $1 Million By 2030. Here’s an excerpt from the episode: Tobias: Oh, the other thing was, I think this happened after the show, but Cathie Wood has called for bitcoin … Read More

Journalytic Launch

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In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss the Journalytic Launch. Here’s an excerpt from the episode: Tobias: JT, you want to you want to take us away on the Journalytic journey? Jake: Yes, please. So, yeah, today– [crosstalk] Tobias: What is Journalytic? Jake: Well, … Read More

Value’s Cheap

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In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Value’s Cheap. Here’s an excerpt from the episode: Tobias: I got another EV/EBIT ratio update for you. Jake: Okay. How spread are we yet? Tobias: We are off from the highs, which was last month. … Read More

Tesla Needs To Justify Valuation

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In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Tesla Needs To Justify Valuation. Here’s an excerpt from the episode: Tobias: Yeah, there’s a lot of dip buyers out there. Actually, there’s some sad threads on Tesla. When I go through and have a … Read More

Alameda Promised High Returns With No Risk

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In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Alameda Promised High Returns With No Risk. Here’s an excerpt from the episode: Tobias: Do you want me to do FTX? [crosstalk] Bill: Yeah, let’s do it. Let’s go into fraud. Tobias: I had to … Read More

The Diverse Nature Of Berkshire’s Stock Picks

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In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss The Diverse Nature Of Berkshire’s Stock Picks. Here’s an excerpt from the episode: Tobias: I love when Buffett comes behind me picking up my trash like HPQ, LPX. Jake: [laughs] Bill: [crosstalk] Oh, did you … Read More

Investing Lessons From Formula 1

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In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Investing Lessons From Formula 1. Here’s an excerpt from the episode: Jake: [laughs] Yeah, that’s not as much as it seems. All right. We’re going to be talking about the 1998 Hungarian Grand Prix F1 … Read More

Fortune Favors The Brave

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In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Fortune Favors The Brave. Here’s an excerpt from the episode: Tobias: Just that you know that line, “Fortune favors the brave”? So, this is something that I put this in my book before Matt Damon … Read More

Todd Combs on Buffett & Munger

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In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Todd Combs on Buffett & Munger. Here’s an excerpt from the episode: Bill: We were talking, Jake, about the Wechsler interview or wasn’t it Todd? Who was that? Jake: Combs. Todd Combs. Bill: Yeah, Combs. … Read More

What To Do When The Big Flush Comes

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In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss What To Do When The Big Flush Comes. Here’s an excerpt from the episode: Bill: Do you think a flush is coming? Tobias: Yeah, I do. Bill: Jake, do you think a flush is coming? … Read More

Small Quality Value Crushing It

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In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Small Quality Value Crushing It. Here’s an excerpt from the episode: Tobias: The only other bit of research I’ve got just so I can get this one out there, it’s nothing that nobody would expect, … Read More

What The Buffett Indicator Is Telling Us

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In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss What The Buffett Indicator Is Telling Us. Here’s an excerpt from the episode: Tobias: Speaking of Buffett, let me do the indicator. There’s really not much to this. The Buffett Indicator which I understood it … Read More

Growth Investing In Value Industries

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In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Growth Investing In Value Industries. Here’s an excerpt from the episode: Bill: Well, I wouldn’t say that everybody’s bulled up. Here’s something that surprised me and I think I’m going to interview him soon and … Read More

Invest Where The Puck Is Going

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In the latest episode of the Acquirers Podcast, Vincent Daniel, Porter Collins, and Tobias Carlisle discuss Invest Where The Puck Is Going. Here’s an excerpt from the episode: Tobias: What about on the long side? What are you looking for in terms of relative strength or momentum when you’re buying? … Read More