Tag Archive

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

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Brewster discussed Small Cap Stocks: A Hunting Ground for Opportunities. Here’s an excerpt from the episode: Bill: Yeah. The other thing your veggies reminded me of a little bit is like– So Peter Mantis is pitching the … Read More

In their latest episode of the VALUE: After Hours Podcast Jake Taylor, Tobias Carlisle, and Bill Brewster discuss: Small Cap Stocks: A Hunting Ground for Opportunities Tesla’s $30 Trillion Market Cap: Is It Really Possible? How Peloton Lost Its Cool Factor: A Case Study in Brand Mismanagement Unveiling Investment Truths … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, Kagan, and Bennett discussed Real Estate Market Poised for a Return to Rational Underwriting. Here’s an excerpt from the episode: Tobias: What are you most looking forward to over the next few years? Is it a good environment … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, Kagan, and Bennett discussed The Power of Innovation: How State Farm Grew from a Small Company to a Behemoth. Here’s an excerpt from the episode: Jake: [laughs] Yes, I do. So this week, I was in the Midwest … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, Kagan, and Bennett discussed Real Estate Distress Cycle: A Buying Opportunity for Investors. In this milieu, the conversation naturally gravitates towards entities like commercial property appraisal firms, whose role in the ecosystem becomes increasingly pronounced. Positioned at the … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, Kagan, and Bennett discussed Beyond Fix and Flip: Embracing Buy & Hold Investing for Sustainable Real Estate Profits. For investors eyeing long-term opportunities in the industrial sector, Orlando Industrial Real Estate provides expert guidance and invaluable insights. By … Read More

In their latest episode of the VALUE: After Hours Podcast Jake Taylor, Tobias Carlisle, Moses Kagan, and Rhett Bennett discuss: Beyond Fix and Flip: Embracing Buy & Hold Investing for Sustainable Real Estate Profits Real Estate Distress Cycle: A Buying Opportunity for Investors The Power of Innovation: How State Farm … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Dillian discussed Use Twitter To Make Money Trading Panic. Here’s an excerpt from the episode: Tobias: So, Jared, if you’re looking across any number of asset classes, what draws your attention? What sort of anomaly or anomalous … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Dillian discussed Bull Steepener: The Trade That Fixes Everything. Here’s an excerpt from the episode: Jake: The bear steepener. Tobias: -the bear steepener, yeah, where the 10-year rises rather than the front end coming down. So, I … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Dillian discussed The Culture At Lehman Brothers: NASCAR-Style Efficiency. Here’s an excerpt from the episode: Jared: I’ll tell you a story which is the culture of Lehman. This is what Lehman was all about, okay? Jake: Yeah. … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Dillian discussed The Sentiment Analysis Investing Strategy. Here’s an excerpt from the episode: Jared: Well, I cover all asset classes, so equities, fixed income, currencies, commodities. I cover everything. Cover crypto. But my B is really sentiment. … Read More

In their latest episode of the VALUE: After Hours Podcast Jake Taylor, Tobias Carlisle, and Jared Dillian discuss: The Sentiment Analysis Investing Strategy The Culture At Lehman Brothers: NASCAR-Style Efficiency Bull Steepener: The Trade That Fixes Everything Use Twitter To Make Money Trading Panic Market Exodus: Millions Have Abandoned the … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Weber discussed The Fairfax Stock Price Has Tripled in Three Years. Here’s an excerpt from the episode: Tobias: JT, do you want to take a shot at your veggies? Jake: I do, and I shall. Tobias: [laughs] … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Weber discussed The Magnificent 7: How Digital Ads Have Destroyed Other Forms of Advertising. Here’s an excerpt from the episode: Scott: Yeah. Your point is correct. The concentration is high. There have been periods of time when … Read More