Tag Archive

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss What The Buffett Indicator Is Telling Us. Here’s an excerpt from the episode: Tobias: Speaking of Buffett, let me do the indicator. There’s really not much to this. The Buffett Indicator which I understood it … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Growth Investing In Value Industries. Here’s an excerpt from the episode: Bill: Well, I wouldn’t say that everybody’s bulled up. Here’s something that surprised me and I think I’m going to interview him soon and … Read More

In their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Bob Robotti – Growth Investing In Value Industries What Is The Buffett Indicator Telling Us? Small Quality Value Crushing It The Big Flush Is Coming Investment Lessons From – Risk: A User’s … Read More

In the latest episode of the Acquirers Podcast, Vincent Daniel, Porter Collins, and Tobias Carlisle discuss Invest Where The Puck Is Going. Here’s an excerpt from the episode: Tobias: What about on the long side? What are you looking for in terms of relative strength or momentum when you’re buying? … Read More

In the latest episode of the Acquirers Podcast, Vincent Daniel, Porter Collins, and Tobias Carlisle discuss Biggest Winners In The New Energy Paradigm. Here’s an excerpt from the episode: Tobias: If we’re going to be spending a lot on EVs and batteries over the next decades, isn’t that a good … Read More

In the latest episode of the Acquirers Podcast, Vincent Daniel, Porter Collins, and Tobias Carlisle discuss Here’s Why Tesla’s Margins Don’t Make Sense. Here’s an excerpt from the episode: Vincent: Look, to be fair, it is. Actually, I spent the time to build over the last month, at least the … Read More

In the latest episode of the Acquirers Podcast, Vincent Daniel, Porter Collins, and Tobias Carlisle discuss The Big Contrarian Energy Trade. Here’s an excerpt from the episode: Tobias: On the long side, on the more positive side, you still feel quite strongly about energy, because it’s underinvested? Is that like … Read More

In the latest episode of the Acquirers Podcast, Vincent Daniel, Porter Collins, and Tobias Carlisle discuss: Working With The Big Short’s Steve Eisman In Real Life The Big Contrarian Energy Trade Here’s Why Tesla’s Margins Don’t Make Sense Biggest Winners In The New Energy Paradigm Fundamental Momentum Investing The Real … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss A Pace Layer Approach To Investing. Here’s an excerpt from the episode: Jake: This segment is on pace layering and it comes from this guy, Stewart Brand, who is an author and he’s a thought … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Pick A Stock Or Credit To ‘Lose’ The Most In The Next 12 Months. Here’s an excerpt from the episode: Tobias: I got a game. I tweeted this up last week. “You have to pick … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss No Panic But 2022 Daily Declines Only Exceeded By 2008 & 2002. Here’s an excerpt from the episode: Tobias: Yeah. It’s a good business, a good balance sheet. Since I added it, I don’t know … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Value Investing In The 70s. Here’s an excerpt from the episode: Tobias: I’ve got also US stock market performance by PE ratio on the 70s. So, there’s a reasonable chance that we’re going to look … Read More

In their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Value Investing In The 70s No Panic But 2022 Daily Declines Only Exceeded By 2008 & 2002 Pick A Stock Or Credit To Lose The Most In The Next 12 Months A … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss When Is The Market Not Expensive?. Here’s an excerpt from the episode: Tobias: The problem is it’s a very mixed bag and probably there’s some things that are getting materially better, because there was a … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss David Einhorn Positive About The Future Of Value. Here’s an excerpt from the episode: Jake: What do you think about Einhorn–? He was talking about how there’s not anyone really left to look at the … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Ten Things That Derail Peter Leyden’s Future. Here’s an excerpt from the episode: Jake: All right. I’m going to bang through these 10 derailers of progress and then we’re going to get to the more … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Chuck Akre On Recouping Bear Market Losses. Here’s an excerpt from the episode: Tobias: This is Akre. He says, “Investors will only recoup bear market losses the same way those losses were incurred by owning … Read More

In their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Chuck Akre On Recouping Bear Market Losses Ten Things That Derail Peter Leyden’s Future There’s Lots Of Cheap Stuff Out There When Is The Market Not Expensive? At The Bottom Your Time … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Peter Leyden – The Next Big Long Tech Boom. Here’s an excerpt from the episode: Jake: Yeah. Sure. As I teased before this, here’s some potential optimism that we might look towards. What’s interesting about … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Why Has The EV/EBIT Spread Blown Out?. Here’s an excerpt from the episode: Bill: What’s the EV to EBIT spread? You said that blew out? It’s got to be cyclicals– the TTM cyclicals got to … Read More