Tag Archive

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

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

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

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

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

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

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

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

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

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

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

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

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

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

During their latest episode of the VALUE: After Hours Podcast, Boyar, Taylor, and Carlisle discussed Why Uber Is A Good Investment. Here’s an excerpt from the episode: Jonathan: Now it’s positive. It’s just turned positive. I mean, that’s so, but if you look at it two or three years from … Read More

In their latest episode of the VALUE: After Hours Podcast, Jonathan Boyar, Jake Taylor, and Tobias Carlisle discuss: The current state of the market Opportunities in small-cap stocks Ergodicity and the future returns of stocks Is Callaway & golf on the rise Two undervalued stocks  – Liberty Braves and Levi’s … Read More

During their latest episode of the VALUE: After Hours Podcast, Travis, Taylor, and Carlisle discussed Investing Lessons From Tardigrades. Here’s an excerpt from the episode: Tobias: JT, you want to do your–? Jake: Yes. Tobias: I’m being a little presumptuous, but you do have veggies for us today? You’ve never … Read More

During their latest episode of the VALUE: After Hours Podcast, Travis, Taylor, and Carlisle discussed Dealing With Selling Too Early. Here’s an excerpt from the episode: Tobias: Yeah, probably. The time to buy Microsoft was when Whitney Tilson was pitching it at Value Investing Congress in about 2010, 2011. That … Read More

During their latest episode of the VALUE: After Hours Podcast, Travis, Taylor, and Carlisle discussed Where To Find The Best Opportunities Today. Here’s an excerpt from the episode: Tim: So, I think you look at individual bonds are like– Even real estate companies, some of these real estate investment trusts … Read More

During their latest episode of the VALUE: After Hours Podcast, Travis, Taylor, and Carlisle discussed Housing Crisis Phenomena. Here’s an excerpt from the episode: Tobias: I saw a few of those. It’s like bear porn, doom porn on the housing market. They talk about the short-term rentals, the Airbnb phenomenon, … Read More