Tag Archive

In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Tobias Carlisle discussed Charles Munger: Best Quotes From The Berkshire Meeting. Here’s an excerpt from the episode: Jake: Yeah. My favorite quote from the meeting, let me pull this up, so that I don’t– I don’t know … Read More

In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Tobias Carlisle discussed Negotiating Munger Style. Here’s an excerpt from the episode: Tobias: They had some interesting stories. I like the fact that Charlie couldn’t remember one of the stories that he had told Buffett, Buffett had … Read More

In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Tobias Carlisle discussed What Berkshire’s 10Q Revealed. Here’s an excerpt from the episode: Jake: Let’s go back to Berkshire a little bit. I thought it might be interesting. This is as close as we’re going to get … Read More

In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Tobias Carlisle discussed Key Takeaways From The Berkshire Meeting. Here’s an excerpt from the episode: Tobias: What was your like big ticket item? The thing that you took away like, the thing that you just hammer into … Read More

In their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Key Takeaways From The Berkshire Meeting Charles Munger: Best Quotes From The Berkshire Meeting Negotiating Munger Style What Berkshire’s 10Q Revealed Don’t Double Down When Your Stock Drops ‘Buying The Dip’ Doesn’t … Read More

In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Tobias Carlisle discussed Fragility Everywhere. Here’s an excerpt from the episode: Tobias: “How long until we think the supply chain starts to heal? We’ll build more homes, and that’ll slow the craze.” I don’t know. A while, … Read More

In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Tobias Carlisle discussed Tesla On Path To Dominate S&P 500 By 2030. Here’s an excerpt from the episode: Tobias: There’s a presentation doing the rounds that predicts Tesla will be a very significant part of the S&P … Read More

In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Tobias Carlisle discussed Bubbles Are Rational. Here’s an excerpt from the episode: Bill: My buddy said that, “It’s so algo driven now that if he puts in an actual bid, he can watch the entire market respond … Read More

In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Tobias Carlisle discussed How Cobweb Theory Affects Markets. Here’s an excerpt from the episode: Jake: Well, there’s this idea in economics called cobweb effects and what it is that, if there’s a lag at all in supply … Read More

In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Tobias Carlisle discussed One Way To Avoid Getting Wiped Out! Here’s an excerpt from the episode: Bill: Down 80 is bad. You pretty much wiped out? Jake: Down 80 is bad. Bill: I don’t think we talked … Read More

In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Tobias Carlisle discussed Antagonistic Pleiotropy Investing. Here’s an excerpt from the episode: Jake: All right. Veggies for today are this concept called antagonistic pleiotropy. It sounds very complicated. It’s not as complicated as it sounds, but where … Read More

In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Tobias Carlisle discussed ‘New Technology’ And Its Diminishing Law of Returns. Here’s an excerpt from the episode: Tobias: ARKK is a classic example. I look at that portfolio as it stands, I think that’s a scary portfolio … Read More

In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Tobias Carlisle discussed Monte Carlo Simulation Humbles Investors. Here’s an excerpt from the episode: Tobias: In the book, Concentrated Investing, I built this little Monte Carlo simulation of the different bet sizing, so, you can have reverse … Read More

In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Value Spread Wider Than Ever. Here’s an excerpt from the episode: Tobias: So this is from the Alpha Architect website. I pulled it up last week just because I was interested to see– because the … Read More

In their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Value Undervalued ‘New Technology’ And Its Diminishing Law of Returns Antagonistic Pleiotropy: Short-Term Genius/Long-Term Bust Fragility In Commodity Prices Monte Carlo Simulation Strategy Worm Capital – Tesla On Path To Dominate S&P … Read More

In their recent episode of the VALUE: After Hours Podcast, Jake Taylor and Tobias Carlisle discuss Positing The Next 10 Years In Markets. Here’s an excerpt from the episode: Tobias: It seems to be that we’re in the reverse of that 1980-type market rate, where interest rates are low and … Read More

In their recent episode of the VALUE: After Hours Podcast, Jake Taylor and Tobias Carlisle discuss How Warren Buffett Negotiates A Deal. Here’s an excerpt from the episode: Tobias: All right. This is, let me just pull it up, a $12 billion deal and Buffett did it in about two … Read More

In their recent episode of the VALUE: After Hours Podcast, Jake Taylor and Tobias Carlisle discuss National Cash Register – A Century Of Innovation. Here’s an excerpt from the episode: Jake: Okay this is National Cash Register, fascinating history of this company. This came from my friend, Adam Mead, who … Read More

In their recent episode of the VALUE: After Hours Podcast, Jake Taylor and Tobias Carlisle discuss Charlie Munger Halves Stake In $BABA. Here’s an excerpt from the episode: Tobias: Alibaba and Charlie Munger, his ongoing love affair with that stock or– What he’s done is, he’s doubled down twice as … Read More

In their latest episode of the VALUE: After Hours Podcast, Jake Taylor and Tobias Carlisle discuss: How Buffett Negotiates A Deal Charlie Munger Halves Stake In $BABA National Cash Register – A Century Of Innovation Positing The Next 10 Years In Markets Powell Doesn’t Know How Much A Banana Costs! … Read More