Tag Archive

In their latest episode of the VALUE: After Hours Podcast, Value Stock Geek (VSG), Jake Taylor, and Tobias Carlisle discuss: Warren Buffett’s Never-Sell Strategy The Gambler Who Cracked the Horse-Racing Code Is It Wise To Take On Carl Icahn? Diversify Your Holdings Using The Weird Portfolio Siegel vs Bloomstran On … Read More

During their latest episode of the VALUE: After Hours Podcast, Harvey, Taylor, and Carlisle discuss Yield Curve Recession Indicator Has Correctly Picked 8 For 8. Here’s an excerpt from the episode: Tobias: For those guys who’ve just come in late, it’s Cam Harvey, the creator, the inventor, the discoverer of … Read More

During their latest episode of the VALUE: After Hours Podcast, Harvey, Taylor, and Carlisle discuss Inverted Yield Curve Upending Banks Business Model. Here’s an excerpt from the episode: Campbell: Right. So, let me go to another factor that I mentioned and that was the financial system. I said that it … Read More

During their latest episode of the VALUE: After Hours Podcast, Harvey, Taylor, and Carlisle discuss The Fed’s Strategy Is An Own Goal. Here’s an excerpt from the episode: Campbell: Let me also say that, if we do go into recession– I’ve called this the Fed strategy, an own goal. [Jake … Read More

During their latest episode of the VALUE: After Hours Podcast, Harvey, Taylor, and Carlisle discuss How Cam Harvey Invented The Yield Curve Inversion. Here’s an excerpt from the episode: Campbell: -on the whole idea? It’s hilarious now, but in real time, it wasn’t. So, I’m a first-year master student and … Read More

In their latest episode of the VALUE: After Hours Podcast, Cam Harvey, Jake Taylor, and Tobias Carlisle discuss: How Cam Harvey Invented The Yield Curve Inversion The Fed’s Strategy Is An Own Goal How An Inverted Yield Curve Impacts Banks Yield Curve Recession Indicator Correctly Picked 8 For 8 Is … Read More

During their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Obesity Pills & Junk Food. Here’s an excerpt from the episode: Bill: How I feel about the market bringing it back to that– Jake: Yeah. Bill: I think there are probably opportunities in small. I … Read More

During their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Never-Sell Done Right. Here’s an excerpt from the episode: Tobias: My topic today is, I’m going to talk about that a little bit– There’s been a few tweets and papers around recently that show that … Read More

During their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Simple Rules – Intelligent Behavior/Complex Rules – Dumb Behavior. Here’s an excerpt from the episode: Tobias: JT, you want to give us your veggies? Jake: Yes. Tobias: Welcome Bill back? Jake: Let’s do it. Bill: … Read More

During their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Warren Buffett’s Japan Carry Trade. Here’s an excerpt from the episode: Tobias: We haven’t talked about Buffett buying– Was it 2017? He’s bought five of the Japanese trading companies that are– They all have thousands … Read More

In their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Warren Buffett’s Japan Carry Trade Simple Rules – Intelligent Behavior/Complex Rules – Dumb Behavior Never-Sell Done Right Buffett: Paramount – “It Isn’t Fundamentally That Good A Business” Working From Home Has Caused … Read More

During their latest episode of the VALUE: After Hours Podcast, Huber, Taylor, and Carlisle discuss Compare Companies Using Munger’s Head-To-Head Comparisons. Here’s an excerpt from the episode: Huber: So, I thought of three ways that you could use this little system. One is you could just use it for head-to-head … Read More

During their latest episode of the VALUE: After Hours Podcast, Huber, Taylor, and Carlisle discuss Finding Opportunities Using The NCAA Pairwise Rankings. Here’s an excerpt from the episode: Huber: So, I was just curious to see– what I really wanted to do with this little mini-project was figure out how … Read More

During their latest episode of the VALUE: After Hours Podcast, Huber, Taylor, and Carlisle discuss Build Your Stock Watchlist Like A Baseball Fan. Here’s an excerpt from the episode: Huber: I have four-part– my investment process has four components. One is durability, one is growth potential. It doesn’t mean fast … Read More

During their latest episode of the VALUE: After Hours Podcast, Huber, Taylor, and Carlisle discuss Warren Buffett’s 90% Rule. Here’s an excerpt from the episode: Tobias: Before we came on, we were talking a little bit about Buffett’s 90%. Is it 90% confidence interval that firm’s earnings will be bigger … Read More

During their latest episode of the VALUE: After Hours Podcast, Cochrane, Taylor, and Carlisle discuss Gamblers Led To How Insurance Works. Here’s an excerpt from the episode: Tobias: JT, you want to hit us with your vegetables? Jake: Yes, sir. So, this week we’re going to talk about the early … Read More

During their latest episode of the VALUE: After Hours Podcast, Cochrane, Taylor, and Carlisle discuss This Time Is Different And The Same. Here’s an excerpt from the episode: Tobias: How do you feel about the economy, absent this little metric? Do you have a view? Matthew: Well, I won’t be … Read More

During their latest episode of the VALUE: After Hours Podcast, Cochrane, Taylor, and Carlisle discuss Can Amazon Be Beaten?. Here’s an excerpt from the episode: Tobias: Let me ask you a question, because you said before we got on, we were talking about, you read something bearish and it makes … Read More

During their latest episode of the VALUE: After Hours Podcast, Cochrane, Taylor, and Carlisle discuss Buy 1% Of Your Competitor’s Disruptive Business. Here’s an excerpt from the episode: Tobias: I don’t mind that. If you’re really well established in something and you see the competition come along, yeah. Like Blockbuster … Read More

In their latest episode of the VALUE: After Hours Podcast, Matthew Cochrane, Jake Taylor, and Tobias Carlisle discuss: This Time Is Different And The Same Buy 1% Of Your Competitor’s Disruptive Business Can Amazon Be Beaten? The Insurance Industry Was Started By Gamblers Never-Sell Is Not A Religious Dogma Berkshire Hathaway … Read More