Tag Archive

In their latest episode of the VALUE: After Hours Podcast, Brewster Taylor, and Carlisle discussed Musk Can’t Just Walk Away From Twitter. Here’s an excerpt from the episode: Tobias: The other weird one is, is Musk over with Twitter according to him? Bill: Now you are making me upset. Jake: … Read More

In their latest episode of the VALUE: After Hours Podcast, Bill Brewster Jake Taylor, and Tobias Carlisle discuss: Musk Can’t Just Walk Away From Twitter Some Crazy Stats On The Biggest Hurdles To Clean Energy Will Buffett Take OXY Private? Waiting For Low Valuations And Buybacks The Fed’s Soft Landing … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed What’s Making It So Hard To Get Inflation Under Control?. Here’s a excerpt from the episode: Tobias: Yeah. The thing that bothers me is the Fed looks at those numbers and they’re like, “There’s no … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Real Estate Follows The Stock Market With 12 Month Delay. Here’s a excerpt from the episode: Tobias: Why the homebuilders have all been so beaten up? Bill: They don’t have volume. They’re not going to … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Ed Thorp Uncovered Madoff’s Fraud. Here’s a excerpt from the episode: Jake: Then last one, 1991, someone asked Thorp to look into this track record and he goes, it’s the stellar performance every month is … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed 80% Of The Stock Market Is Now On Autopilot. Here’s a excerpt from the episode: Bill: I was reading Laughing Water’s letter the other day and he said that there’s J.P. Morgan stat that like, … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Is This Market Rhyming With 1973-1981?. Here’s a excerpt from the episode: Jake: There was a little table that somebody– I don’t know where the source came from, but [unintelligible [00:23:29], one of my friends … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Ed Thorp Had 20% Returns P.A For Over Two Decades, Without A Single Down Quarter. Here’s a excerpt from the episode: Jake: Then, he [Ed Thorp] discovers the stock market, and he was looking at … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Bell Curve Jedi. Here’s a excerpt from the episode: Tobias: “US Steel’s at one time P/E currently.” Ryan Baxter, thank you for that. Yeah, it’s cheap. The question is whether that E is sustainable there. … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Value Does Well In Periods Of High Inflation. Here’s a excerpt from the episode: Tobias: Is the value run over? Bill: Sure. Tobias: Brandes, they traced the beginning of it to Pfizer Monday. They’re calling … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Why Warren Buffett Is Buying More $OXY. Here’s a excerpt from the episode: Tobias: The energy thing is interesting, because Buffett seems to be plowing an enormous of money into OXY, just consistently buying big … Read More

In their latest episode of the VALUE: After Hours Podcast, Bill Brewster Jake Taylor, and Tobias Carlisle discuss: Why Warren Buffett Is Buying More $OXY Is The Value Run Over? How Ed Thorp Beat The Stock Market Bell Curve Jedi When Did This Bear Market Start? Is The Market Rhyming … Read More

In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed A Number Of Acquirer’s Multiple Deep Value Stocks Trading Cheap. Here’s an excerpt from the episode: Tobias: The other thing I looked at was the number of Acquirers Multiple stocks around sub three. So, three … Read More

In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Buffett Understood See’s Competitive Advantage. Here’s an excerpt from the episode: Jake: This week my friend, Haren Bhakta sent me this 1972 letter that Warren Buffett wrote to Chuck Huggins, who was the president of … Read More

In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Record Number Of Net-Nets Since 1999. Here’s an excerpt from the episode: Tobias: But then more specific to value, I went and looked at the number of net-nets that are available. Jake: Ah, yes. Tobias: … Read More

In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed How Much Does A Typical Bear Market Fall? Here’s an excerpt from the episode: Tobias: Yeah, I spent last week looking at– Bear markets are completely unpredictable, markets are completely unpredictable. I just was interested … Read More

In their latest episode of the VALUE: After Hours Podcast, Bill Brewster Jake Taylor, and Tobias Carlisle discuss: Lessons From The History of Bear Markets New Record Number Of Net-Nets Since 1999 Learning From Buffett’s 1972 See’s Candy Letter A Number Of Acquirer’s Multiple Deep Value Stocks Trading Cheap How … Read More

In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed When To Sell. Here’s an excerpt from the episode: Bill: So, just before we move on from my therapy session, we’ve determined you just hold your positions and just get ready for the nut punch. … Read More

In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed A Lot Of Quality Companies Down 90%. Here’s an excerpt from the episode: Tobias: Yeah, I don’t feel good about it so much. Jake and I were talking about this just before we came on. … Read More

In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Munger’s Win-Win-Win Investing Strategy. Here’s an excerpt from the episode: Tobias: I tweeted this thing out this morning from Mohnish Pabrai about talking to Charlie Munger about one of the ideas that he had and … Read More