Tag Archive

During their latest episode of the VALUE: After Hours Podcast, Costa, Taylor, and Carlisle discuss AI Closes The Gap Between Large And Small Businesses. Here’s an excerpt from the episode: Tavi: From an AI perspective, I think it surprises me to see a little bit of this mega cap rally … Read More

During their latest episode of the VALUE: After Hours Podcast, Costa, Taylor, and Carlisle discuss This Is A Value Investing Market. Here’s an excerpt from the episode: Tavi: If you looked at the commodity space in terms of the chronic under investments in natural resources, and looking at aggregate Capex, … Read More

During their latest episode of the VALUE: After Hours Podcast, Costa, Taylor, and Carlisle discuss Investing Lessons From Earthquakes. Here’s an excerpt from the episode: Tobias: JT, you want to do your veggies? Jake: Yes, sir. So, this week’s veggies, we’re going to call this like the big one for … Read More

During their latest episode of the VALUE: After Hours Podcast, Costa, Taylor, and Carlisle discuss Can AI Help Geologists Find Gold?. Here’s an excerpt from the episode: Tobias: Is the lack of the lower grades and just the reduced supply? Is that we’re just getting to the end of what … Read More

In their latest episode of the VALUE: After Hours Podcast, Tavi Costa, Jake Taylor, and Tobias Carlisle discuss: Can AI Help Geologists Find Gold? Investing Lessons From Earthquakes This Is A Value Investing Market AI Closes The Gap Between Large And Small Businesses Emerging Market Assets Ridiculously Cheap Lack Of … Read More

During their latest episode of the VALUE: After Hours Podcast, Carbonneau, Forehand, Taylor, and Carlisle discuss 5 Stocks Are Driving The Entire Market. Here’s an excerpt from the episode: Tobias: What’s Colin’s take on the Fed and the markets? Jack: We haven’t had him on for a while, actually. With … Read More

During their latest episode of the VALUE: After Hours Podcast, Carbonneau, Forehand, Taylor, and Carlisle discuss Warren Buffett’s Greatest Attribute – Disciplined Rationality. Here’s an excerpt from the episode: Jake: So, second observation from this humble little sea squirt is, I think that you have to keep seeking, learning, growing, … Read More

During their latest episode of the VALUE: After Hours Podcast, Carbonneau, Forehand, Taylor, and Carlisle discuss Factor Timing Is Very Very Difficult. Here’s an excerpt from the episode: Tobias: I don’t know if you can factor time. I don’t think– it’s almost like factor timing. I don’t think it works, … Read More

During their latest episode of the VALUE: After Hours Podcast, Carbonneau, Forehand, Taylor, and Carlisle discuss What Impact Will AI Have On Investing? Here’s an excerpt from the episode: Jack: Yeah. No, this is part of why I became a quant investor, because I’m so bad at trying to analyze … Read More

In their latest episode of the VALUE: After Hours Podcast, Justin Carbonneau, Jack Forehand, Jake Taylor, and Tobias Carlisle discuss: What Impact Will AI Have On Investing? Why Factor Timing is So Hard Disciplined Rationality – Warren Buffett’s Greatest Attribute Investing Lessons From Tunicates 5 Stocks Are Driving The Entire … Read More

During their latest episode of the VALUE: After Hours Podcast, Weniger, Taylor, and Carlisle discuss The Past Prosperity of Profit Margins. Here’s an excerpt from the episode: Tobias: One of the kind of striking things over the last decade or so has been the persistence of profit margins. You can … Read More

During their latest episode of the VALUE: After Hours Podcast, Weniger, Taylor, and Carlisle discuss Here’s Why Japan Provides Great Value Options. Here’s an excerpt from the episode: Jeff: Talk about like Japan. We’re running this stuff this morning, shareholder yield. Yeah, you can talk about Meb Faber. Shareholder yield, … Read More

During their latest episode of the VALUE: After Hours Podcast, Weniger, Taylor, and Carlisle discuss Laptop Warriors Changed The U.S Housing Market. Here’s an excerpt from the episode: Jeff: I don’t know. I think what happens is we think about it like home price, because we go to the other … Read More

During their latest episode of the VALUE: After Hours Podcast, Weniger, Taylor, and Carlisle discuss Value Investing Keeps You In Your Lane. Here’s an excerpt from the episode: Jake: Generally speaking, I’m in my early 40s. The greater part of my cognitive awareness, growth has beaten value. You start to … Read More

In their latest episode of the VALUE: After Hours Podcast, Jeff Weniger, Jake Taylor, and Tobias Carlisle discuss: Value Investing Keeps You In Your Lane Laptop Warriors Changed The U.S Housing Market The Past Prosperity of Profit Margins Here’s Why Japan Provides Great Value Options Value Still Beats Growth Sometimes 70s Stock … Read More

During their latest episode of the VALUE: After Hours Podcast, Rotonti, Taylor, and Carlisle discuss The $30 Billion Stock No-One Knows. Here’s an excerpt from the episode: John: [crosstalk] Yeah. Have you all heard of a company called Ferguson? Tobias and Jake: No. John: I know we just got a … Read More

During their latest episode of the VALUE: After Hours Podcast, Rotonti, Taylor, and Carlisle discuss New Technology – From Fire To AI. Here’s an excerpt from the episode: Jake: Yeah. Although it seems like AI is the new– [chuckles] Tobias: AI. Jake: Hot to trot on AI. Tobias: It’s funny … Read More

During their latest episode of the VALUE: After Hours Podcast, Rotonti, Taylor, and Carlisle discuss What Happens To You Physically During A Market Crash. Here’s an excerpt from the episode: Jake: Yeah, just stop. I thought this would be interesting to talk about what actually happens inside your body during … Read More

During their latest episode of the VALUE: After Hours Podcast, Rotonti, Taylor, and Carlisle discuss Warren Buffett Buys Wonderful Companies Cheap. Here’s an excerpt from the episode: John: JT was saying, Buffett buys cheap and ends up looking smart. That is what happens when you buy cheap, by the way. … Read More

In their latest episode of the VALUE: After Hours Podcast, John Rotonti, Jake Taylor, and Tobias Carlisle discuss: Warren Buffett Buys Wonderful Companies Cheap What Happens To You Physically During A Market Crash New Technology – From Fire To AI The $30 Billion Stock No-One Knows Berkshire Hathaway – Retained … Read More