Tag Archive

During their latest episode of the VALUE: After Hours Podcast, Bloomstran, Taylor, and Carlisle discuss Berkshire’s Proxy Proposals Are Like Whac-A-Mole. Here’s an excerpt from the episode: Tobias: Before we jumped on, Chris, you said that you had taken a look at the Berkshire proxy. Do you want to let … Read More

During their latest episode of the VALUE: After Hours Podcast, Bloomstran, Taylor, and Carlisle discuss Buffett’s BH Energy Provides Capital Allocation Training Wheels For The Next Guy. Here’s an excerpt from the episode: Jake: I have a secret hypothesis that the BH Energy represents this awesome capital allocation training wheels … Read More

During their latest episode of the VALUE: After Hours Podcast, Bloomstran, Taylor, and Carlisle discuss Berkshire Hathaway’s Breathtaking Earnings. Here’s an excerpt from the episode: Tobias: He pinned their colors to the mask by putting that slide up, and making it public, and talking about that regularly. How do you … Read More

During their latest episode of the VALUE: After Hours Podcast, Bloomstran, Taylor, and Carlisle discuss Here’s Why Warren Buffett Loves OXY. Here’s an excerpt from the episode: Tobias: Do you have any thoughts on Buffett in Oxy, Chris? Christopher: Well, I think he likes the management. They’ve done a great … Read More

In their latest episode of the VALUE: After Hours Podcast, Chris Bloomstran, Jake Taylor, and Tobias Carlisle discuss: Why Buffett Loves OXY Comprehensive Drill-Down On Berkshire Hathaway BH Energy Provides Capital Allocation Training Wheels For The Next Guy Lessons From Berkshire’s Proxy Statement Investing Lessons From Rats & Bamboo Blooms … Read More

During their latest episode of the VALUE: After Hours Podcast, Dickson, Taylor, and Carlisle discuss Tesla Won’t Sell 20 Million Cars A Year By 2030. With electric vehicles (EVs) gaining traction, dealerships are increasingly diversifying their offerings to include a variety of brands and models. Dealerships are taking notice, with … Read More

During their latest episode of the VALUE: After Hours Podcast, Dickson, Taylor, and Carlisle discuss Markets Will Always Be Inefficient. Here’s an excerpt from the episode: Jake: Do you think the market’s more or less efficient than, let’s say, 15 years ago? Drew: Mm. Oh, Jake. Tobias: How would you … Read More

During their latest episode of the VALUE: After Hours Podcast, Dickson, Taylor, and Carlisle discuss Forget Sleep – The Nerve Wracking Portfolio Generates Alpha. Here’s an excerpt from the episode: Jake: Drew, can I ask–? I know that you own a car maker, for instance. So, in that instance, something … Read More

In their latest episode of the VALUE: After Hours Podcast, Drew Dickson, Jake Taylor, and Tobias Carlisle discuss: Forget Sleep – The Nerve Wracking Portfolio Generates Alpha European Equities Poised To Outperform Markets Will Always Be Inefficient Tesla Won’t Sell 20 Million Cars A Year By 2030 SVB – U.S … Read More

During their latest episode of the VALUE: After Hours Podcast, Travis, Taylor, and Carlisle discuss Solvency – There Is No Banking Crisis. Here’s an excerpt from the episode: Jake: A couple of things there. One, I don’t know the exact number. I’d be curious if someone else could ferret this … Read More

During their latest episode of the VALUE: After Hours Podcast, Travis, Taylor, and Carlisle discuss Fed Hikes Rates Until Something Breaks. Here’s an excerpt from the episode: Tobias: We’ve shown what we’re going to do, haven’t we? We all know that. We know exactly what’s going to happen. The argument … Read More

During their latest episode of the VALUE: After Hours Podcast, Travis, Taylor, and Carlisle discuss We’re Heading For A Financial Ice Age. Here’s an excerpt from the episode: Jake: Yeah. Yeah, this is inspired by– I read this book called Ice Age: The Theory That Came In From The Cold! by John … Read More

During their latest episode of the VALUE: After Hours Podcast, Travis, Taylor, and Carlisle discuss SVB – A 1980s Style Bank Run With A Modern Twist. Here’s an excerpt from the episode: Tobias: Do you guys understand what happened with Silicon Valley Bank? Jake’s going to tell us what a … Read More

In their latest episode of the VALUE: After Hours Podcast, Tim Travis, Jake Taylor, and Tobias Carlisle discuss: What Caused The Run On Silicon Valley Bank? We’re Heading For A Financial Ice Age Fed Hikes Rates Until Something Breaks Fragility In The Banking System What The 10:3 Inversion Tells Us … Read More

During their latest episode of the VALUE: After Hours Podcast, Porter, Vinny, Taylor, and Carlisle discuss What Drives Investment Returns. Here’s an excerpt from the episode: Jake: I saw this great chart recently that was showing– It’s called What Drives Investment Returns? It’s just like time spectrum. It was, over one … Read More

During their latest episode of the VALUE: After Hours Podcast, Porter, Vinny, Taylor, and Carlisle discuss Just Buy The 2-Year At 5%. Here’s an excerpt from the episode: Porter: You run these structural deficits for so long, how long can you do it for? Right now, you’re seeing a crowding out. … Read More

During their latest episode of the VALUE: After Hours Podcast, Porter, Vinny, Taylor, and Carlisle discuss more Real Estate Predictions 2023. As they dissect the dynamics shaping the housing landscape, it’s evident that their astute analysis extends beyond mere numbers and statistics. Much like the intricate tapestry of real estate, … Read More

During their latest episode of the VALUE: After Hours Podcast, Porter, Vinny, Taylor, and Carlisle discuss The Catalyst That Will Break The Market. Here’s an excerpt from the episode: Tobias: That doesn’t bother me so much as a value guy, because I think there’s a lot of cheap value stuff around. … Read More

In their latest episode of the VALUE: After Hours Podcast, Porter Collins, Vincent Daniel, Jake Taylor, and Tobias Carlisle discuss: The Catalyst That Will Break The Market Real Estate Predictions 2023 Just Buy The 2-Year At 5% What Drives Investment Returns? Find Opportunities By Overcoming Socialism Risk Bearish To Bullish … Read More

During their latest episode of the VALUE: After Hours Podcast, Morris, Taylor, and Carlisle discuss Warren Buffett’s Masterful Use Of Debt. Here’s an excerpt from the episode: Jake: Now, their use of debt is masterful. That’s something that I think that’s really missed when you look at the capital allocation … Read More