Tag Archive

In their latest episode of the VALUE: After Hours Podcast, Justin Carbonneau, Jack Forehand, Jake Taylor, and Tobias Carlisle discuss: What Impact Will AI Have On Investing? Why Factor Timing is So Hard Disciplined Rationality – Warren Buffett’s Greatest Attribute Investing Lessons From Tunicates 5 Stocks Are Driving The Entire … Read More

During their latest episode of the VALUE: After Hours Podcast, Weniger, Taylor, and Carlisle discuss The Past Prosperity of Profit Margins. Here’s an excerpt from the episode: Tobias: One of the kind of striking things over the last decade or so has been the persistence of profit margins. You can … Read More

During their latest episode of the VALUE: After Hours Podcast, Weniger, Taylor, and Carlisle discuss Here’s Why Japan Provides Great Value Options. Here’s an excerpt from the episode: Jeff: Talk about like Japan. We’re running this stuff this morning, shareholder yield. Yeah, you can talk about Meb Faber. Shareholder yield, … Read More

During their latest episode of the VALUE: After Hours Podcast, Weniger, Taylor, and Carlisle discuss Laptop Warriors Changed The U.S Housing Market. Here’s an excerpt from the episode: Jeff: I don’t know. I think what happens is we think about it like home price, because we go to the other … Read More

During their latest episode of the VALUE: After Hours Podcast, Weniger, Taylor, and Carlisle discuss Value Investing Keeps You In Your Lane. Here’s an excerpt from the episode: Jake: Generally speaking, I’m in my early 40s. The greater part of my cognitive awareness, growth has beaten value. You start to … Read More

In their latest episode of the VALUE: After Hours Podcast, Jeff Weniger, Jake Taylor, and Tobias Carlisle discuss: Value Investing Keeps You In Your Lane Laptop Warriors Changed The U.S Housing Market The Past Prosperity of Profit Margins Here’s Why Japan Provides Great Value Options Value Still Beats Growth Sometimes 70s Stock … Read More

During their latest episode of the VALUE: After Hours Podcast, Rotonti, Taylor, and Carlisle discuss The $30 Billion Stock No-One Knows. Here’s an excerpt from the episode: John: [crosstalk] Yeah. Have you all heard of a company called Ferguson? Tobias and Jake: No. John: I know we just got a … Read More

During their latest episode of the VALUE: After Hours Podcast, Rotonti, Taylor, and Carlisle discuss New Technology – From Fire To AI. Here’s an excerpt from the episode: Jake: Yeah. Although it seems like AI is the new– [chuckles] Tobias: AI. Jake: Hot to trot on AI. Tobias: It’s funny … Read More

During their latest episode of the VALUE: After Hours Podcast, Rotonti, Taylor, and Carlisle discuss What Happens To You Physically During A Market Crash. Here’s an excerpt from the episode: Jake: Yeah, just stop. I thought this would be interesting to talk about what actually happens inside your body during … Read More

During their latest episode of the VALUE: After Hours Podcast, Rotonti, Taylor, and Carlisle discuss Warren Buffett Buys Wonderful Companies Cheap. Here’s an excerpt from the episode: John: JT was saying, Buffett buys cheap and ends up looking smart. That is what happens when you buy cheap, by the way. … Read More

In their latest episode of the VALUE: After Hours Podcast, John Rotonti, Jake Taylor, and Tobias Carlisle discuss: Warren Buffett Buys Wonderful Companies Cheap What Happens To You Physically During A Market Crash New Technology – From Fire To AI The $30 Billion Stock No-One Knows Berkshire Hathaway – Retained … Read More

During their latest episode of the VALUE: After Hours Podcast, Kao, Taylor, and Carlisle discuss Generating Alpha With Asymmetry. Here’s an excerpt from the episode: Michael: Long story short, during my years at Canyon, they let me have the ball and run with it. I had this idea of creating … Read More

During their latest episode of the VALUE: After Hours Podcast, Kao, Taylor, and Carlisle discuss Oil/Inflation/USD-Clash of the Titans – Fed vs OPEC+. Here’s an excerpt from the episode: Michael: At some point, I do think that there is the risk that we have a very sustained period of high … Read More

During their latest episode of the VALUE: After Hours Podcast, Kao, Taylor, and Carlisle discuss Millions Will Lose Jobs. Here’s an excerpt from the episode: Jake: Right. And so, you end up in a very low trust environment at that point, because no one can trust each other longer than … Read More

During their latest episode of the VALUE: After Hours Podcast, Kao, Taylor, and Carlisle discuss Warren Buffett Prefers Preferred Stock. Here’s an excerpt from the episode: Jake: Michael, what do you think about Buffett? He tended to do a lot more preferreds during that time period than just purely long … Read More

In their latest episode of the VALUE: After Hours Podcast, Michael Kao, Jake Taylor, and Tobias Carlisle discuss: Warren Buffett Prefers Preferred Stock Oil/Inflation/USD-Clash of the Titans – Fed vs OPEC+ Millions Will Lose Jobs Generating Alpha With Asymmetry When Inflation Gets Out Of Control Finding The Fulcrum Security After … Read More

During their latest episode of the VALUE: After Hours Podcast, VSG, Taylor, and Carlisle discuss Diversify Your Holdings Using The Weird Portfolio. Here’s an excerpt from the episode: Tobias: How does The Weird Portfolio deal with something like this? What’s the thinking behind The Weird Portfolio? VSG: So, the thinking … Read More

During their latest episode of the VALUE: After Hours Podcast, VSG, Taylor, and Carlisle discuss Is It Wise To Take On Carl Icahn?. Here’s an excerpt from the episode: Tobias: So, first cab off the rank IEP. Have you taken a look at IEP? You ever taken a look at … Read More

During their latest episode of the VALUE: After Hours Podcast, VSG, Taylor, and Carlisle discuss The Gambler Who Cracked the Horse-Racing Code. Here’s an excerpt from the episode: Jake: All right. So, this week is entitled The Gambler Who Cracked the Horse-Racing Code. I always love these kind of gambling … Read More

During their latest episode of the VALUE: After Hours Podcast, VSG, Taylor, and Carlisle discuss Warren Buffett’s Never-Sell Strategy. Here’s an excerpt from the episode: Tobias: I think that’s part of Buffett’s success has been– Aside from the fact that he’s done pretty well picking them, he just doesn’t sell … Read More