Discernment and Propaganda on Wall Street

Johnny HopkinsPodcastsLeave a Comment

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Trainer discussed Discernment and Propaganda on Wall Street. Here’s an excerpt from the episode: David: So, yeah, for me, I think when we struggle a lot so much right now in society in general, it’s like, are … Read More

VALUE: After Hours (S06 E07): New Constructs’ David Trainer on Forensic Accounting Analysis, AI and ML

Johnny HopkinsPodcastsLeave a Comment

In their latest episode of the VALUE: After Hours Podcast Jake Taylor, Tobias Carlisle, and David Trainer discuss: Discernment and Propaganda on Wall Street Wall Street’s Love Affair with Roll-Ups: Profit or Pitfall? Understanding the “Kitchen Sink” Effect: When Companies Underreport Cash Flow Beyond the Rockets and Robots: Unveiling Potential … Read More

VALUE: After Hours (S06 E06): 200th Episode, Bill’s Back, Value on Macro, Value and ZIRP, Farmer’s Fable

Johnny HopkinsPodcastsLeave a Comment

In their latest episode of the VALUE: After Hours Podcast Jake Taylor, Tobias Carlisle, and Bill Brewster discuss: Einhorn vs. Passive Investing: Is the Market Broken or Just Evolving? Higher Rates & Value Investing: Examining the Complex Relationship Diversification Explained: The Farmers Fable and the Math Behind Risk & Reward … Read More

Buffett’s Korean Basket Bet: Achieving Diversification and High Returns

Johnny HopkinsPodcastsLeave a Comment

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Huber discussed Buffett’s Korean Basket Bet: Achieving Diversification and High Returns. Here’s an excerpt from the episode: Tobias: There’s good comment here from Dimitrios. “This is why starter investors tend not to appreciate diversification and are under-diversified.” How … Read More

Despite China’s Significant Economic Expansion The Stock Market Has Shown Minimal Growth

Johnny HopkinsPodcastsLeave a Comment

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, Forehand, and Carbonneau discussed Despite China’s Significant Economic Expansion The Stock Market Has Shown Minimal Growth. Here’s an excerpt from the episode: Tobias: One of you guys was saying that there’s a big bifurcation between the performance of … Read More

Investing Lessons From Slime Molds

Johnny HopkinsPodcastsLeave a Comment

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, Forehand, and Carbonneau discussed Investing Lessons From Slime Molds. Here’s an excerpt from the episode: Jake: Better do some vegetables, huh? All right. So, yeah, we wouldn’t want to miss out on this one either. We’re talking about … Read More

Negative Investor Returns: Despite Impressive Fund Performance

Johnny HopkinsPodcastsLeave a Comment

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, Forehand, and Carbonneau discussed Negative Investor Returns: Despite Impressive Fund Performance. Here’s an excerpt from the episode: Tobias: To some extent, Ken Heebner had the CGM focus fund, which is, famously one that– It returned something like 17% a … Read More

VALUE: After Hours (S06 E04): Validea’s Jack Forehand and Justin Carbonneau on Value, Growth, and Momo

Johnny HopkinsPodcastsLeave a Comment

In their latest episode of the VALUE: After Hours Podcast Jake Taylor, Tobias Carlisle, Jack Forehand, and Justin Carbonneau discuss: Data-Mined Factors With No Theoretical Explanation Perform Just As Well Negative Investor Returns: Despite Impressive Fund Performance Slime Molds: Problem-Solving Without a Brain Despite China’s Significant Economic Expansion The Stock … Read More