Tag Archive

In their latest episode of the VALUE: After Hours Podcast Jake Taylor and Tobias Carlisle are joined by special guest Zach Abraham to discuss: Stocks Have Become Pokémon Cards Market Setting Up for Lower for Longer The Pollyannaish Thinking About the Impact of Rising Interest Rates Investor’s Lament: Selling Stocks … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and special guest Juan Torres discussed Reducing Type 1 Errors Significantly Improves Your Investment Performance. Here’s an excerpt from the episode: Tobias: JT, have you got some veggies for us today? Jake: I do. Before I get into … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and special guest Juan Torres discussed Why is it difficult to recreate a successful business in another country?. Here’s an excerpt from the episode: Jake: One thing that I’ve wondered about and bothers me is when we’re trying … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and special guest Juan Torres discussed How to Invest in China Despite Political Risks. Here’s an excerpt from the episode: Tobias: How do you approach China? Because it looks like there are lots of names that are cheap … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and special guest Juan Torres discussed Value Investing in Emerging Markets: Opportunities in Uncertainty. Here’s an excerpt from the episode: Juan: Do you guys think that many successful investors start their career looking for the cigar butts on … Read More

In their latest episode of the VALUE: After Hours Podcast Jake Taylor and Tobias Carlisle are joined by special guest Juan Torres to discuss: Value Investing in Emerging Markets: Opportunities in Uncertainty How to Invest in China Despite Political Risks What Makes the US a Uniquely Fertile Ground for Startups? … Read More

During their latest episode of the VALUE: After Hours Podcast, Trainer, Taylor, and Carlisle discussed Investors Have Too Much Focus On The ‘r’ In (1+ r)^n. Here’s an excerpt from the episode: Jake: So, that’s what we’re going to get into now, more specifically, is this tuatara. They’re endemic to … Read More

During their latest episode of the VALUE: After Hours Podcast, Trainer, Taylor, and Carlisle discussed Mauboussin’s Valuation Approach: A Way to Avoid Overvalued Stocks. Here’s an excerpt from the episode: David: Like, with Nvidia, give them a margin that is 15 basis points, I’m sorry, 15 percentage points higher than … Read More

During their latest episode of the VALUE: After Hours Podcast, Trainer, Taylor, and Carlisle discussed Tesla’s Embedded Assumptions: What Investors Need to Know. Here’s an excerpt from the episode: David: I think Tesla’s a meme stock. I think Netflix is a meme stock. Tobias: Let’s talk about Tesla. Do you … Read More

During their latest episode of the VALUE: After Hours Podcast, Trainer, Taylor, and Carlisle discussed ChatGPT: Is It A Mass Plagiarism Machine Or A Real Advance In Machine Learning?. Here’s an excerpt from the episode: Tobias: Not looking good for the old NFT searches though. I checked the Google search … Read More

In their latest episode of the VALUE: After Hours Podcast, David Trainer, Jake Taylor, and Tobias Carlisle discuss: ChatGPT: Is It A Mass Plagiarism Machine Or A Real Advance In Machine Learning? Tesla’s Embedded Assumptions: What Investors Need to Know Mauboussin’s Valuation Approach: A Way to Avoid Overvalued Stocks Investors … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, and Carlisle discussed Value Studies Outperform Value Gurus: A Study of the Long-Term Returns. Here’s an excerpt from the episode: Jake: Yeah. Well, part of this too came from a little study that I did back when I was … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, and Carlisle discussed The Drivers Of Stock Market Returns Over The Last 10 Years. Here’s an excerpt from the episode: Tobias: Why do you think it was such a weird decade for value? Jake: You got to save that … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, and Carlisle discussed The Munger Approach To Selling Stocks & Marriage. Here’s an excerpt from the episode: Tobias: Implicit in what you just said. There’s the distinction between buying and selling, right? So, you buy, and you’re looking for … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, and Carlisle discussed Only 1 Tech Stock From The 1999 Dotcom Bubble Beat The Market By 2007. Here’s an excerpt from the episode: Tobias: Meb had a tweet today. Jake: How are you, Meb? Tobias: “How many of the … Read More

In their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Only 1 Tech Stock from the 1999 Dotcom Bubble Beat the Market by 2007 The Munger Approach to Selling Stocks & Marriage The Drivers Of Stock Market Returns Over The Last 10 … Read More

During their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed The Power of Darwin Facts: How to Challenge Your Beliefs. Here’s an excerpt from the episode: Jake: So, I’m not that far from Westminster Abbey at the moment, which happens to be the burial place … Read More

During their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Why You Should Be Short-Term Bearish And Long-Term Bullish. Here’s an excerpt from the episode: Tobias: I like it too much. I don’t want to blow up. I just want to keep on going. I … Read More

During their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed How Much of the Magnificent Seven Should You Own?. Here’s an excerpt from the episode: Tobias: I saw hedge fund concentration in the Magnificent Seven. It’s like all time highest as you’d expect maybe, but … Read More

During their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Joel Greenblatt’s Value Returns and Metrics. Here’s an excerpt from the episode: Tobias: Greenblatt publishes on his Gotham website, the two-year look ahead returns for his portfolios, which is an earnings yield built on Ebit/EV, … Read More