Tag Archive

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Your Odds Of Picking Long-Term Growth Companies Are No Better Than A Coin Flip. Here’s an excerpt from the episode: Tobias: Tobias: Let me kick off a little bit of– Jake: Who’s your Verdaddy. Tobias: Yeah, … Read More

In their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Predicting Growth An Amazon Retrospective Musk v Twitter Is Back On Ray Dalio Finishes On A High Greg Able Buys $68 Million Of Berkshire Stock Earnings And Multiple Expansion Now Is Not … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Chaotic Selling Is The Signal To Buy, Not The Signal To Sell. Here’s an excerpt from the episode: Tobias: I think you can have lots of opportunity. I don’t think this is over by any … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Get Your Man-Overboard Plans Ready Before It’s Too Late. Here’s an excerpt from the episode: Tobias: And I think that’ll happen again this time. I do think they’ll pivot. But if you have a look … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Ben Graham Lost Everything Using Margin Leverage. Here’s an excerpt from the episode: Bill: Yeah. 1930 thinking the worst was over. Graham went all in. He used margin leverage what thought would be terrific returns. … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss A Better Definition Of A Bear Market. Here’s an excerpt from the episode: Tobias: The definition of a bear, I always found really unusual. I’ve got a completely arbitrary definition of a bear too. But … Read More

In their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Build-a-Bear Workshop The Gini Coefficient Peter Zeihan’s Fractured World Ben Graham Lost Everything Using Margin Leverage President Joe Biden Set To Tap SPR In Historic Move A Better Definition Of A Bear … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Indexing Is Harder Than It Sounds. Here’s an excerpt from the episode: Tobias: This is the other one I wanted to ask. James L. “What does it take to reverse on indexing?” Bill: I don’t … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss The Argument Against Concentration. Here’s an excerpt from the episode: Jake: It might actually be– Let’s talk about portfolio construction a second when we look at that result that came from there. If you took … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Investing Lessons From Vermeer Fakes. Here’s an excerpt from the episode: Jake: All right, this is the story of the fake Vermeer. And this guy named Abraham Bredius, I believe his name is. I could … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Comparing the PE Ratios Of The Nifty Fifty Companies With Today. Here’s an excerpt from the episode: Tobias: Do you want to do this one now, because they make comments about the PE. So, Nifty … Read More

In their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: ​Comparing the PE Ratios Of The Nifty Fifty Companies With Today Investing Lessons From Vermeer Fakes The Argument Against Concentration Indexing Is Harder Than It Sounds Could You Live Through A Decade … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss We All Make Mistakes We Regret. Here’s an excerpt from the episode: Tobias: I’ve got a good regret and this is a real one and this is the one I say a lot, I’m trying … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss A Great Lesson For New Investors. Here’s an excerpt from the episode: Jake: But what was funny about it is like once I started reading about him [Warren Buffett] and I I said wait a … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Sometimes The Best Strategy Is To Carpet-Bomb Near The Bottom. Here’s an excerpt from the episode: Tobias: I like one of the things that Romick said yesterday about um he’s put on a half-sized position … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Why Warren Buffett Is Buying Energy. Here’s an excerpt from the episode: Tobias: Not a fan. Now, he is buying energy. Is that a narrowing of the opportunity set or is that–? What’s the energy … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Warren Buffett Runs Berkshire Like The Fed Should Be Run. Here’s an excerpt from the episode: Jake: I would also push back that every time they asked Buffett and Munger about cost of capital, they … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Can Mega-Bears Happen If Everyone Knows It’s About To Happen?. Here’s an excerpt from the episode: Tobias: Were you here for the Eye of the– We were talking about the eye of the storm. Was … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Trend Following Keeps You Out Of The Waterfall. Here’s an excerpt from the episode: Tobias: There’s a good response. “Every day I get a little more weighted toward trend following. I don’t want to be … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Tera-Caps and Tech Outperformance. Here’s an excerpt from the episode: Tobias: Fellas, let me kick it off with these things. Jake: Yeah, bring it. Tobias: Because I just have some statistics. It’s not going to … Read More