Tag Archive

In their latest episode of the VALUE: After Hours Podcast, Morris, Taylor, and Carlisle discuss GMO: Deep Value Really Undervalued. Here’s an excerpt from the episode: Tobias: Do you want me to do the GMO paper? There’s just one interesting factoid from the paper that I just wanted to bring. … Read More

In their latest episode of the VALUE: After Hours Podcast, Morris, Taylor, and Carlisle discuss The Invisible Present. Here’s an excerpt from the episode: Jake: This one comes from, shoutout to my boy, Paul, in Ireland who sent me this article that’s from the Long Now Foundation, which we’ve done … Read More

In their latest episode of the VALUE: After Hours Podcast, Morris, Taylor, and Carlisle discuss The Genius Of Warren Buffett. Here’s an excerpt from the episode: Tobias: It’s interesting to watch someone like Buffett with Berkshire, because Berkshire has gone through lots of different cycles where it’s been loved and … Read More

In their latest episode of the VALUE: After Hours Podcast, Morris, Taylor, and Carlisle discuss 10-3 Steepest Ever. Here’s an excerpt from the episode: Tobias: This is not a whole topic, but the 10:3, the Treasury, the 10:3, either yesterday or Friday was the most inverted it’s been in the … Read More

In their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: 10-3 Steepest Ever GMO: Deep Value Really Undervalued Invisible Present The Genius Of Warren Buffett Every Generation Thinks Their ‘Latest Tech’ Will Last Forever Macro Investors Get Famous By Being Right Once … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss SBF And FTX GTFO. Here’s an excerpt from the episode: Tobias: I didn’t really know who SBF was, this is Sam Bankman-Fried, and FTX. I didn’t know who this guy was probably three weeks ago. … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss 10-3 Inversion and Recessions. Here’s an excerpt from the episode: Tobias: I like to check the 10:3 inversion every- Jake: Four minutes. [laughs] Tobias: -15 minutes or so. Jake: Yeah. Tobias: The 10:3, the most … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Cathie Wood Predicts Bitcoin To $1 Million By 2030. Here’s an excerpt from the episode: Tobias: Oh, the other thing was, I think this happened after the show, but Cathie Wood has called for bitcoin … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss the Journalytic Launch. Here’s an excerpt from the episode: Tobias: JT, you want to you want to take us away on the Journalytic journey? Jake: Yes, please. So, yeah, today– [crosstalk] Tobias: What is Journalytic? Jake: Well, … Read More

In their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Journalytic Launch Cathie Wood Predicts Bitcoin To $1 Million By 2030 10-3 Inversion and Recessions SBF And FTX GTFO No Bear Market Ends Before The Associated Recession Has Begun Demographics Look Bad … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Value’s Cheap. Here’s an excerpt from the episode: Tobias: I got another EV/EBIT ratio update for you. Jake: Okay. How spread are we yet? Tobias: We are off from the highs, which was last month. … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Tesla Needs To Justify Valuation. Here’s an excerpt from the episode: Tobias: Yeah, there’s a lot of dip buyers out there. Actually, there’s some sad threads on Tesla. When I go through and have a … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Apoptosis – Build A Kill Criteria Into Your Investments. Here’s an excerpt from the episode: Jake: Have you guys heard of the term ‘apoptosis’ before? Tobias: All I know is that the mitochondria is the … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Alameda Promised High Returns With No Risk. Here’s an excerpt from the episode: Tobias: Do you want me to do FTX? [crosstalk] Bill: Yeah, let’s do it. Let’s go into fraud. Tobias: I had to … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss The Diverse Nature Of Berkshire’s Stock Picks. Here’s an excerpt from the episode: Tobias: I love when Buffett comes behind me picking up my trash like HPQ, LPX. Jake: [laughs] Bill: [crosstalk] Oh, did you … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Investing Lessons From Formula 1. Here’s an excerpt from the episode: Jake: [laughs] Yeah, that’s not as much as it seems. All right. We’re going to be talking about the 1998 Hungarian Grand Prix F1 … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Fortune Favors The Brave. Here’s an excerpt from the episode: Tobias: Just that you know that line, “Fortune favors the brave”? So, this is something that I put this in my book before Matt Damon … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Todd Combs on Buffett & Munger. Here’s an excerpt from the episode: Bill: We were talking, Jake, about the Wechsler interview or wasn’t it Todd? Who was that? Jake: Combs. Todd Combs. Bill: Yeah, Combs. … Read More

In their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Todd Combs Provides Insights Into Buffett & Munger Fortune Favors The Brave Investing Lessons From Formula 1 The Diverse Nature Of Berkshire’s Stock Picks Chris Hohn Goes Activist On Google Mass Layoffs … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss What To Do When The Big Flush Comes. Here’s an excerpt from the episode: Bill: Do you think a flush is coming? Tobias: Yeah, I do. Bill: Jake, do you think a flush is coming? … Read More