Tag Archive

In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Do Lower Valuations Represent Good Value? Here’s an excerpt from the episode: Tobias: One of the things I like about these kinds of markets if we get a little sell off here is that it … Read More

In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Michael Burry Shorts $AAPL. Here’s an excerpt from the episode: Tobias: Burry’s Short Apple? Bill: Who is? Tobias: Mike Burry. Bill: Oh. Got to be an easier short out there than Apple. Tobias: Yeah, I … Read More

In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Cheap Tech. Here’s an excerpt from the episode: Tobias: Well, there’s still that big sugar rush coming through the system. It’s hard when you’re looking at companies right now. There are things out there that … Read More

In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Spock’s Predictions Were Wrong 83% Of The Time. Here’s an excerpt from the episode: Jake: The first thing that was really funny in the book [The Scout Mindset], she went through and looked at that. … Read More

In their latest episode of the VALUE: After Hours Podcast, Bill Brewster Jake Taylor, and Tobias Carlisle discuss: Why It’s So Difficult To Value Businesses Right Now This Market Provides Opportunities To Buy Better Quality Stocks Cheap Michael Burry Shorts $AAPL Cheap Tech China’s Zero-COVID Strategy Gary Friedman’s Masstige Brand … Read More

In their recent episode of the VALUE: After Hours Podcast, Cassel, Taylor, and Carlisle discussed Iron Worm Success Led To Disastrous Investment Outcome. Here’s an excerpt from the episode: Jake: Oh, okay. Well, that’s why they come here is for all the rosy outlooks. All right, so, this week’s veggies … Read More

In their recent episode of the VALUE: After Hours Podcast, Cassel, Taylor, and Carlisle discussed Investors Always Say They’re Long-Term At The Top. Here’s an excerpt from the episode: Tobias: I saw a statistic that 78% of folks have the $400. It could get hit with the $400 one-time expense … Read More

In their recent episode of the VALUE: After Hours Podcast, Cassel, Taylor, and Carlisle discussed Is This A Crash or Megabear? Here’s an excerpt from the episode: Tobias: My guess is that we’re going to get a little bit of everything. We’re going to get a stock market– This is … Read More

In their recent episode of the VALUE: After Hours Podcast, Cassel, Taylor, and Carlisle discussed Cathie Wood Says AI Could Lead To 50% GDP Growth. Here’s an excerpt from the episode: Tobias: We got Cathie Wood’s predicting. So, I get how she’s going to do 30% to 50% a year. … Read More

In their latest episode of the VALUE: After Hours Podcast, Bill Brewster Jake Taylor, and Tobias Carlisle discuss: Cathie Wood: AI Could Lead To 50% GDP growth Crash or Megabear? Retail Apocalypse Investing Lessons From The Iron Worm Intangibles Meeting Atoms Cash Is Trash A Recession May Be Around The … Read More

In their recent episode of the VALUE: After Hours Podcast, Cassel, Taylor, and Carlisle discussed Investing Implications Of Dopamine. Here’s an excerpt from the episode: Jake: All right. This segment comes from, I finished recently reading this book called Behave by Robert Sapolsky. He’s a professor at Stanford, who teaches … Read More

In their recent episode of the VALUE: After Hours Podcast, Cassel, Taylor, and Carlisle discussed It’s No Sin To Buy Something And Sell It Lower. Here’s an excerpt from the episode: Tobias: Yes, [laughs] It’s less relevant to me, because I already have as Jake likes to say, I have … Read More

In their recent episode of the VALUE: After Hours Podcast, Cassel, Taylor, and Carlisle discussed You Should Expect To Be Down 50% At Some Stage. Here’s an excerpt from the episode: Tobias: Which is one of the other things we were talking about before we came on. Berkshire Hathaway is … Read More

In their recent episode of the VALUE: After Hours Podcast, Cassel, Taylor, and Carlisle discussed Don’t Hold Cash Waiting For The ‘Right Time’. Here’s an excerpt from the episode: Tobias: I’ve got lots of people reach out and say, “I’ve been holding a whole lot of cash. There is this … Read More

In their recent episode of the VALUE: After Hours Podcast, Cassel, Taylor, and Carlisle discussed Avoiding Social Media When There’s Panic In Markets. Here’s an excerpt from the episode: Jake: [crosstalk] I think it’s very insightful there with the short-termism that creeps in, because I think as you’re taking this … Read More

In their recent episode of the VALUE: After Hours Podcast, Cassel, Taylor, and Carlisle discussed Warren Buffett vs Cathie Wood. Here’s an excerpt from the episode: Jake: Because even somebody like Cathie Wood, if she was less boisterous, obviously, not making the comment she’s made and it was just that … Read More

In their recent episode of the VALUE: After Hours Podcast, Cassel, Taylor, and Carlisle discussed During Drawdowns – Add A New Position Or Buy More Of What You Have?. Here’s an excerpt from the episode: Ian: Maybe a good place to start and I’ll pose this question to Jake first. … Read More

In their recent episode of the VALUE: After Hours Podcast, Cassel, Taylor, and Carlisle discussed Don’t Break Your Own Investing Rules. Here’s an excerpt from the episode: Ian: Yeah. Maybe a couple of things that I also wrote down were some keeping track of some of the unforced errors I … Read More

In their recent episode of the VALUE: After Hours Podcast, Cassel, Taylor, and Carlisle discussed The Market Loves To Destroy Hubris. Here’s an excerpt from the episode: Ian: I find with investing especially, I think, we talked about before we came on live. I think this industry and finance and … Read More

In their latest episode of the VALUE: After Hours Podcast, Ian Cassel, Jake Taylor, and Tobias Carlisle discuss: The Market Loves To Destroy Hubris Warren Buffett vs Cathie Wood During Drawdowns – Add A New Position Or Buy More Of What You Have? Keep Track Of Your Unforced Errors One … Read More