Tag Archive

In their latest episode of the VALUE: After Hours Podcast, Tim Travis, Jake Taylor, and Tobias Carlisle discuss: Housing Crisis Phenomena The Bull Case For Oil Buying Bonds In Commercial Banks And Offshore Drillers Opportunities In Real Estate REITs Insurance Companies Pulling Out Of Florida Selling Too Early Investing Lessons … Read More

During their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Uncertainty And The Precautionary Principle. Here’s an excerpt from the episode: Jake: Hopefully, that you guys have been talking about something that might be somewhat tangentially related to the idea of uncertainty, because that’s what … Read More

During their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Value Spread Closes – What It Means. Here’s an excerpt from the episode: Tobias: I know that everybody likes the value spread update. So, the value spread came crashing in from May to June, end … Read More

During their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed When Warren Buffett Saw The Terror Threat. Here’s an excerpt from the episode: Tobias: I like those ideas. I get a few comments on that. Using that precautionary principle, he realized that he had too … Read More

During their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed How To Avoid Blowing Up Your Portfolio. Here’s an excerpt from the episode: Jake: A few approaches that make sense with respecting all this uncertainty that can exist with how fat are the tails. One … Read More

In their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: How To Avoid Blowing Up Your Portfolio When Warren Buffett Saw The Terror Threat Value Spread Closes – What It Means Uncertainty And The Precautionary Principle What Is Going On At Disney? … Read More

During their latest episode of the VALUE: After Hours Podcast, Collins, Daniel, Taylor, and Carlisle discussed Nasdaq To Reweight Big Tech Dominance. Here’s an excerpt from the episode: Tobias: Otavio Costa had this tweet about, the amount of market capitalization that whatever we’re calling them now, the Magnificent Seven Fan … Read More

During their latest episode of the VALUE: After Hours Podcast, Collins, Daniel, Taylor, and Carlisle discussed The Intuitive Investor. Here’s an excerpt from the episode: Jake: I prepared a special little piece for you, guys, specifically that’s all about intuition, because I feel like you guys have pretty amazing record … Read More

During their latest episode of the VALUE: After Hours Podcast, Collins, Daniel, Taylor, and Carlisle discussed We’re In A Stock-Pickers Market. Here’s an excerpt from the episode: Porter: Again, we’re doing our usual dumpster diving in places where we like, where there are a couple of different financials, which there’s … Read More

During their latest episode of the VALUE: After Hours Podcast, Collins, Daniel, Taylor, and Carlisle discussed Will We See Another ‘Big Short’?. Here’s an excerpt from the episode: Jake: Is there anything like with the Big Short, where there was a catalyst with a known date to it, where like, … Read More

In their latest episode of the VALUE: After Hours Podcast, Vincent Daniel, Porter Collins, Jake Taylor, and Tobias Carlisle discuss: Will We See Another ‘Big Short’? We’re In A Stock-Pickers Market The Intuitive Investor Nasdaq To Reweight Big Tech Dominance Rivian Up 50% For No Good Reason Employment – The … Read More

During their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Small-Caps Ready To Rip. Here’s an excerpt from the episode: Tobias: Yeah. It’s very, very hard to know. I don’t know, I think it looks pretty nasty, but there are plenty of people out there … Read More

During their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Zuck vs Musk – Who Would Win In The Octagon?. Here’s an excerpt from the episode: Jake: Yeah. Well, anytime your CEO is distracted with wanting to fight other billionaires in the Octagon, you know, … Read More

During their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed AI Has The Animal Spirits Going Again. Here’s an excerpt from the episode: Bill: I think what’s closer to reality is that AI got some animal spirits going again. Jake: Yeah, that’s true. Bill: I … Read More

During their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed ChatGPT Heading The Same Way As NFTs. Here’s an excerpt from the episode: Tobias: I tracked NFTs for a while, but it just got too sad. I tracked the search term, NFT, but NFT, it’s … Read More

During their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Puffery: Carlill v Carbolic Smoke Ball Co 1893. Here’s an excerpt from the episode: Jake: When was the timeline on that one, by the way? When did they say that was–? Well, I guess, when … Read More

During their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Zooming Out On Berkshire Hathaway. Here’s an excerpt from the episode: Bill: Jake, let’s do the veggies. Jake: Yes, sir. Bill: Hopefully, it’s about how all of the processing in electronic vehicles is in China … Read More

During their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed The Fed Is Hurting My Stocks. Here’s an excerpt from the episode: Bill: My wife said that when I was in Scotland, the amount of leftovers that were in the house were like asinine. She … Read More

During their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Warren Buffett’s Superhuman Calculations. Here’s an excerpt from the episode: Tobias: Well, there was a little video doing the rounds yesterday on Twitter of this lady saying– Sorry, I didn’t catch who it was, but … Read More

During their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Why is Berkshire Hathaway Buying More Oxy?. Here’s an excerpt from the episode: Tobias: Berkshire still seems to be buying Oxy? Recently, I saw- Bill: Buff Dawg loves it. Tobias: -last seven days or so. … Read More