Tag Archive

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Brewster discussed Chinese Tech Stocks Look Good. Here’s an excerpt from the episode: Jake: Right. That’s the tough thing with those VIX call options being European. Unless you just get it right on the right day, you … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Brewster discussed The Cybertruck Looks Better Up Close. Here’s an excerpt from the episode: Tobias: All right. I’ve got a question for you. What won’t change next year? Bill: Our skepticism of whether Tesla can deliver. Tobias: … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Brewster discussed 2024 Predictions. Here’s an excerpt from the episode: Jake: All right. I guess closing value of the Dow Jones Industrial Average in one year’s time. Tobias: What are we at now? $3,600? Bill: Where are … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Brewster discussed Free Speech in the Age of Musk: Twitter’s Uncertain Future. Here’s an excerpt from the episode: Tobias: How about Twitter? Musk has bitten off a lot with Tesla boring company and so on. Is Twitter … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Brewster discussed Nikola vs. Tesla Robots: Real Deal or CGI Hype?. Here’s an excerpt from the episode: Tobias: This is just to compare Nikola’s experience with Tesla. So they produce this robot that’s a person in a suit. And … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Brewster discussed 2024 Will See A Black Swan Payoff Event. Here’s an excerpt from the episode: Jake: All right. I’ll make one throwaway, fun, bold prediction that’s probably not going to happen. But 2024 will be the … Read More

In their latest episode of the VALUE: After Hours Podcast Jake Taylor, Tobias Carlisle, and Bill Brewster discuss: 2024 Will See A Black Swan Payoff Event Nikola vs. Tesla Robots: Real Deal or CGI Hype? Free Speech in the Age of Musk: Twitter’s Uncertain Future 2024 Prediction – Dow Jones … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and guests Porter Collins and Vincent Daniel discussed Fed Fears Trump & Supreme Court Timing: Can it Derail Trump’s 2024 Run?. Here’s an excerpt from the episode: Porter: I’ll piggyback on what Vinny said earlier is that, it’s … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and guests Porter Collins and Vincent Daniel discussed If Rates Don’t Go Lower, The World’s Not Going To Work. Here’s an excerpt from the episode: Tobias: How do you feel about rates from here. Jim Grant had this … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and guests Porter Collins and Vincent Daniel discussed The Future of Value Investing: From Stock Picking to Self-Help Stories. Here’s an excerpt from the episode: Vincent: Those days, in my opinion, it’s funny. I speak to friends and … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and guests Porter Collins and Vincent Daniel discussed Wall Street’s Blind Spot: Acquirer’s Multiple – Uncovering Hidden Gems the Market Ignores. Here’s an excerpt from the episode: Porter: I just don’t think that Powell’s cutting like everyone, like, … Read More

In their latest episode of the VALUE: After Hours Podcast Jake Taylor, Tobias Carlisle, and guests Porter Collins and Vincent Daniel discuss: Wall Street’s Blind Spot: Acquirer’s Multiple – Uncovering Hidden Gems the Market Ignores The Future of Value Investing: From Stock Picking to Self-Help Stories Wall Street’s Dirty Secret: Why … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Clapham discussed Tesla’s Accounting Inconsistencies and Management Turnover. Here’s an excerpt from the episode: Tobias: Steve, talking of indecipherable accounts, how do you feel about Tesla? Steve: Oh, [Jake laughs] people always used to ask me about … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Clapham discussed Charlie Munger’s 3 Rules for Career Satisfaction. Here’s an excerpt from the episode: Jake: Yeah. So, this was something that he’d written relatively recently, and it’s called His Three Basic Rules, which great. Like, three … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Clapham discussed Is Amazon’s Labor Intensity A Ticking Time Bomb in an Inflationary World?. Here’s an excerpt from the episode: Steve: The other one that slightly puzzles me is Amazon. I was looking at Amazon sales per … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Clapham discussed Should You Invest in Microsoft or Google’s AI Race?. Here’s an excerpt from the episode: Steve: Not every other asset price. Euro stock market seems to continue to disguise. Why are stocks so strong? Tell … Read More

In their latest episode of the VALUE: After Hours Podcast Jake Taylor, Tobias Carlisle, and Steve Clapham discuss: Should You Invest in Microsoft or Google’s AI Race? Is Amazon’s Labor Intensity A Ticking Time Bomb in an Inflationary World? Charlie Munger’s 3 Rules for Career Satisfaction Tesla’s Accounting Inconsistencies and … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Brewster discussed Unveiling Investment Truths from Antiquity: Lessons from Stonehenge. Here’s an excerpt from the episode: Jake: All right, veggies. So, as you know, I was in London last week. While I was there, I took the … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Brewster discussed How Peloton Lost Its Cool Factor: A Case Study in Brand Mismanagement. Here’s an excerpt from the episode: Bill: I think Peloton would fundamentally be a good brand today, if the pandemic never happened. But … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Brewster discussed Tesla’s $30 Trillion Market Cap: Is It Really Possible?. Here’s an excerpt from the episode: Jake: Let me ask you guys a philosophical question. I’ve heard the thesis pitched before for Tesla as, why it’s … Read More