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
VALUE: After Hours (S05 E33): Long-Run Return to Price to Cash Flow Portfolios, Boats and Maintenance
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
The Power of Darwin Facts: How to Challenge Your Beliefs
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
Why You Should Be Short-Term Bearish And Long-Term Bullish
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
How Much of the Magnificent Seven Should You Own?
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
Joel Greenblatt’s Value Returns and Metrics
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
VALUE: After Hours (S05 E32): Value Spread, Value Returns, Stock Market All-Time High, Darwin’s Darling
In their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Joel Greenblatt’s Value Returns and Metrics Hedge Fund Concentration In The Magnificent Seven Long-Term Optimism Amid Short-Term Uncertainty Charles Darwin & The Concept of “Darwin Facts” Market Speculation: Betting On All-Time Highs … Read More
Investing Lessons From Unintended Consequences
During their latest episode of the VALUE: After Hours Podcast, Hoffstein, Taylor, and Carlisle discussed Investing Lessons From Unintended Consequences. Here’s an excerpt from the episode: Jake: So, we are going to be talking about the SS Eastland. And I changed my background as a little foreshadowing. But everybody knows … Read More
Value Is Not A Defensive Factor
During their latest episode of the VALUE: After Hours Podcast, Hoffstein, Taylor, and Carlisle discussed Value Is Not A Defensive Factor. Here’s an excerpt from the episode: Corey: I think this is maybe one of the, I don’t want to say, fundamental problems some people fall into, but value did … Read More
Timing Luck In Investment Strategies
During their latest episode of the VALUE: After Hours Podcast, Hoffstein, Taylor, and Carlisle discussed Timing Luck In Investment Strategies. Here’s an excerpt from the episode: Tobias: One of the things I learned from you, Corey, that I was very grateful for was that the timing luck idea, which is … Read More
Free Lunch – The Government Has Removed Left Tail Risk
During their latest episode of the VALUE: After Hours Podcast, Hoffstein, Taylor, and Carlisle discussed Free Lunch – The Government Has Removed Left Tail Risk. Here’s an excerpt from the episode: Tobias: When you look at the way that strategies work in other countries, It’s been one of the– Japan, … Read More
VALUE: After Hours (S05 E31): Corey Hoffstein on Value, Return Stacking, 60/40 Stocks and Bonds
In their latest episode of the VALUE: After Hours Podcast, Corey Hoffstein, Jake Taylor, and Tobias Carlisle discuss: Free Lunch – The Government Has Removed Left Tail Risk Timing Luck In Investment Strategies Value Is Not A Defensive Factor Investing Lessons From Unintended Consequences The Episodic Nature of Value Investing … Read More
Warren Buffett: Why IPOs Can Be Painful for Investors
During their latest episode of the VALUE: After Hours Podcast, Hasson, Taylor, and Carlisle discussed Warren Buffett: Why IPOs Can Be Painful for Investors. Here’s an excerpt from the episode: Jake: There was actually a pretty clever study that was done of 16,000 US firms since 1975. What they did was … Read More
Timing The Bottom Can’t Be Done
During their latest episode of the VALUE: After Hours Podcast, Hasson, Taylor, and Carlisle discussed Timing The Bottom Can’t Be Done. Here’s an excerpt from the episode: Tobias: I tried to time the bottom, like find some way of systematic way of timing the bottom. There is none. I just … Read More
Factors Influencing The Success And Longevity Of Public Companies
During their latest episode of the VALUE: After Hours Podcast, Hasson, Taylor, and Carlisle discussed Factors Influencing The Success And Longevity Of Public Companies. Here’s an excerpt from the episode: Tobias: JT, do you want to do your veggies before we run out of time? Jake: [laughs] So, this is … Read More
Michael Burry’s Market Calls
During their latest episode of the VALUE: After Hours Podcast, Hasson, Taylor, and Carlisle discussed Michael Burry’s Market Calls. Here’s an excerpt from the episode: Tobias: It’s been the same way the whole way through. To be fair, Burry has called eight of the last two crashes, but he’s got … Read More
VALUE: After Hours (S05 E30): Kyler Hasson on Quality, Value, $AMZN, and Mauboussin’s Whitepaper
In their latest episode of the VALUE: After Hours Podcast, Kyler Hasson, Jake Taylor, and Tobias Carlisle discuss: Michael Burry’s Market Calls Factors Influencing The Success And Longevity Of Public Companies Timing The Bottom Can’t Be Done Why You Shouldn’t Invest In IPO’s How Do You Extract Cash From Google? … Read More
Investors Can Buy The Knicks And The Rangers At A Discount
During their latest episode of the VALUE: After Hours Podcast, Boyar, Taylor, and Carlisle discussed Investors Can Buy The Knicks And The Rangers At A Discount. Here’s an excerpt from the episode: Jake: Would you say capital allocation is an important part of your assessment? Jonathan: Yeah, it’s critically important. … Read More
Ergodicity In Investing
During their latest episode of the VALUE: After Hours Podcast, Boyar, Taylor, and Carlisle discussed Ergodicity In Investing. Here’s an excerpt from the episode: Tobias: JT, do your you got some veggies for us today? Jake: Yes, sir, I do. So, this segment is– it’s actually just some lessons from … Read More
Investing Alongside John Malone
During their latest episode of the VALUE: After Hours Podcast, Boyar, Taylor, and Carlisle discussed Investing Alongside John Malone. Here’s an excerpt from the episode: Jonathan: Professional sports teams- Tobias: oh, yeah. Jonathan: -which they worked out real well for us, and I still think there’s a long way to … Read More