Tag Archive

In their latest episode of the VALUE: After Hours Podcast, Mark Valdez, Jake Taylor, and Tobias Carlisle discuss: The Fed Is Hurting My Stocks Why is Berkshire Hathaway Buying More Oxy? Warren Buffett’s Superhuman Calculations Investing Lessons From Deep Forces That Shape The Universe Carlill v Carbolic Smoke Ball Co … Read More

During their latest episode of the VALUE: After Hours Podcast, Valdez, Taylor, and Carlisle discuss Investing Lessons From Earthworms. Here’s an excerpt from the episode: Tobias: JT, do you have any veggies for today? Jake: Of course, I do. I wouldn’t want to– Tobias: We do this Mark on the … Read More

During their latest episode of the VALUE: After Hours Podcast, Valdez, Taylor, and Carlisle discuss Warren Buffett – Taking The Dagger Off The Steering Wheel. Here’s an excerpt from the episode: Tobias: It was funny that the conglomerates they said they had the wrong incentive model, because the managers weren’t … Read More

During their latest episode of the VALUE: After Hours Podcast, Valdez, Taylor, and Carlisle discuss What Makes Modern Day Conglomerates Great!. Here’s an excerpt from the episode: Tobias: What do you think distinguishes the Constellation, Danaher, Berkshire, Vista, like that modern day conglomerate or whatever it is? The conglomerate to … Read More

During their latest episode of the VALUE: After Hours Podcast, Valdez, Taylor, and Carlisle discuss Becoming A Serial Acquirer Like Berkshire & Constellation. Here’s an excerpt from the episode: Tobias: What are your inspirations? Berkshire? What about something like Constellation or–? Mark: 100%. Yeah, Constellation– [crosstalk] Tobias: Because they have … Read More

In their latest episode of the VALUE: After Hours Podcast, Mark Valdez, Jake Taylor, and Tobias Carlisle discuss: ​Becoming A Serial Acquirer Like Berkshire & Constellation What Makes Modern Day Conglomerates Great! Warren Buffett – Take The Dagger Off The Steering Wheel Investing Lessons From Earthworms Where Will Startups Turn … Read More

During their latest episode of the VALUE: After Hours Podcast, Cassel, Taylor, and Carlisle discuss Investing Lessons From Trees. Here’s an excerpt from the episode: Jake: You guys want to squeeze some veggies in? Tobias: Yeah, let’s do some veggies. Good idea. Jake: So, this week is all about the … Read More

During their latest episode of the VALUE: After Hours Podcast, Cassel, Taylor, and Carlisle discuss Find Companies With Growth & Survival Qualities. Here’s an excerpt from the episode: Tobias: Let’s talk a little bit about– So, you’re small and micro, but you’re probably at the other end of the spectrum … Read More

During their latest episode of the VALUE: After Hours Podcast, Cassel, Taylor, and Carlisle discuss Finding Picasso-Type Situations. Here’s an excerpt from the episode: Ian: But where we were going back and forth was just on the small outstanding share count. I do find when a company has 10 million … Read More

During their latest episode of the VALUE: After Hours Podcast, Cassel, Taylor, and Carlisle discuss The Lightning-In-A-Bottle Portfolio. Here’s an excerpt from the episode: Ian: Yeah. So, that’s the overall general theme of how I think about things. And so, from that perspective, always looking three, usually three years, but … Read More

In their latest episode of the VALUE: After Hours Podcast, Ian Cassel, Jake Taylor, and Tobias Carlisle discuss: The Lightning-In-A-Bottle Portfolio Finding Picasso-Type Situations Find Companies With Growth & Survival Qualities Investing Lessons From Trees Stocks Earn The Right To Grow Into Larger Positions 10:3 Inversion Shows A Lot Of … Read More

During their latest episode of the VALUE: After Hours Podcast, Costa, Taylor, and Carlisle discuss AI Closes The Gap Between Large And Small Businesses. Here’s an excerpt from the episode: Tavi: From an AI perspective, I think it surprises me to see a little bit of this mega cap rally … Read More

During their latest episode of the VALUE: After Hours Podcast, Costa, Taylor, and Carlisle discuss This Is A Value Investing Market. Here’s an excerpt from the episode: Tavi: If you looked at the commodity space in terms of the chronic under investments in natural resources, and looking at aggregate Capex, … Read More

During their latest episode of the VALUE: After Hours Podcast, Costa, Taylor, and Carlisle discuss Investing Lessons From Earthquakes. Here’s an excerpt from the episode: Tobias: JT, you want to do your veggies? Jake: Yes, sir. So, this week’s veggies, we’re going to call this like the big one for … Read More

During their latest episode of the VALUE: After Hours Podcast, Costa, Taylor, and Carlisle discuss Can AI Help Geologists Find Gold?. Here’s an excerpt from the episode: Tobias: Is the lack of the lower grades and just the reduced supply? Is that we’re just getting to the end of what … Read More

In their latest episode of the VALUE: After Hours Podcast, Tavi Costa, Jake Taylor, and Tobias Carlisle discuss: Can AI Help Geologists Find Gold? Investing Lessons From Earthquakes This Is A Value Investing Market AI Closes The Gap Between Large And Small Businesses Emerging Market Assets Ridiculously Cheap Lack Of … Read More

During their latest episode of the VALUE: After Hours Podcast, Carbonneau, Forehand, Taylor, and Carlisle discuss 5 Stocks Are Driving The Entire Market. Here’s an excerpt from the episode: Tobias: What’s Colin’s take on the Fed and the markets? Jack: We haven’t had him on for a while, actually. With … Read More

During their latest episode of the VALUE: After Hours Podcast, Carbonneau, Forehand, Taylor, and Carlisle discuss Warren Buffett’s Greatest Attribute – Disciplined Rationality. Here’s an excerpt from the episode: Jake: So, second observation from this humble little sea squirt is, I think that you have to keep seeking, learning, growing, … Read More

During their latest episode of the VALUE: After Hours Podcast, Carbonneau, Forehand, Taylor, and Carlisle discuss Factor Timing Is Very Very Difficult. Here’s an excerpt from the episode: Tobias: I don’t know if you can factor time. I don’t think– it’s almost like factor timing. I don’t think it works, … Read More

During their latest episode of the VALUE: After Hours Podcast, Carbonneau, Forehand, Taylor, and Carlisle discuss What Impact Will AI Have On Investing? Here’s an excerpt from the episode: Jack: Yeah. No, this is part of why I became a quant investor, because I’m so bad at trying to analyze … Read More