How Much of the Magnificent Seven Should You Own?

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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

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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

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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

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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

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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

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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

Warren Buffett: Why IPOs Can Be Painful for Investors

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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

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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

Michael Burry’s Market Calls

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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

Investors Can Buy The Knicks And The Rangers At A Discount

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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

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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

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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