Tag Archive

During their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Would Munger Have Done Equally Well In LA Real Estate?. Here’s an excerpt from the episode: Tobias: Yeah, Munger [crosstalk] about Daily Journal. Munger made a mistake with Alibaba. Do you think that was a … Read More

During their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Pending Residential Real Estate Apocalypse. Here’s an excerpt from the episode: Tobias: I have been going down some rabbit holes on that real estate. I don’t know. I appreciate that I’m feeding my bias when … Read More

In their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Pending Residential Real Estate Apocalypse Would Munger Have Done Equally Well In LA Real Estate? Warren Buffett’s Uncanny Ability To Predict The Future Stocks In A ‘Death Zone” Lessons From Charlie Munger’s … Read More

During their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Injelitance: The Death of Growth. Here’s an excerpt from the episode: Jake: So, this is a little piece on Parkinson’s law, which you guys may or may not have heard of before. Tobias: No. Jake: … Read More

During their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss This Reminds Us Of The 1920’s. Here’s an excerpt from the episode: Bill: Yeah. Well, Jamie Catherwood says that this reminds him of the 1920s and that we’re in the lull before the Roaring 20s. … Read More

During their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Interest Rates Are The Inverse Of A Curfew. Here’s an excerpt from the episode: Jake: I was going to share Tom Gayner gave a talk and had a pretty good analogy that I hadn’t heard … Read More

During their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Value 92nd Percentile Cheap. Here’s an excerpt from the episode: Jake: Yeah. So, Asness, the other thing for you, Toby, the value of value, their AQR’s current dataset, which is a blend of a bunch … Read More

In their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Value 92nd Percentile Cheap Interest Rates Are The Inverse Of A Curfew This Reminds Us Of The 1920’s Use Parkinson’s Law To Increase Productivity The Years Of Silly Returns May Be Gone … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss It Always Looks Like A Soft Landing. Here’s an excerpt from the episode: Tobias: The other one I thought was fairly interesting. So, Michael Kantro, who’s the gentleman who came up with HOPE, H-O-P-E. Housing-Something-Something-Employment. … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Is Meta Heading The Same Way As The CD-ROM?. Here’s an excerpt from the episode: Tobias: Meta set a pretty stunning rally recently, because they brought up the $40 billion buyback and they had $40 … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Steve Jobs Would Not Approve Of Apple Today. Here’s an excerpt from the episode: Tobias: Well, I just think who does it well. I thought Apple is an example of who does it well, because … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Will Microsoft Bing With ChatGPT Destroy Google?. Here’s an excerpt from the episode: Tobias: I got a good one from Samson here. “Is Microsoft Bing with ChatGPT going to destroy Google?” Jake: Oh. Bill: It’s … Read More

In their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Will Microsoft Bing With ChatGPT Destroy Google? Steve Jobs Would Not Approve Of Apple Today Is Meta Heading The Same Way As The CD-ROM? It Always Looks Like A Soft Landing Synthetic … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Why Netflix Is An Amazing Business Story. Here’s an excerpt from the episode: Bill: On something like Warner Brothers, it’s not the type of thing I want to own anymore. I’m not that interested in … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Soft Landing Or Big Flush Coming? Here’s an excerpt from the episode: Tobias: I don’t want to misquote Chanos here, but he said something like he never seen a market bottom as high as this … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Where Are All The Bankruptcies? Here’s an excerpt from the episode: Tobias: Yeah, that’s a good idea. Well, I was going to say I saw Chanos– Chanos said that the market had never bottomed this … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Which Industries Will ChatGPT Disrupt? Here’s an excerpt from the episode: Bill: A short idea I saw on Twitter, somebody just threw it out and I think it’s pretty interesting to think on is Chegg. … Read More

In their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Which Industries Will ChatGPT Disrupt? Where Are All The Bankruptcies? Soft Landing Or Big Flush Coming? Who’s Winning The Streaming War? Investing Lessons From Richard Hamming – You And Your Research Animal … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Housing Crisis Porn. Here’s an excerpt from the episode: Tobias: There’s some great housing crash porn on YouTube. You can go down a rabbit hole there. I’ve gone right down that rabbit hole. According to … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss How Did Apple Avoid Layoffs?. Here’s an excerpt from the episode: Tobias: I couldn’t tell you. I didn’t dig that deeply into it. I just saw it very quickly in a tweet and had a … Read More