Tag Archive

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss A Great Lesson For New Investors. Here’s an excerpt from the episode: Jake: But what was funny about it is like once I started reading about him [Warren Buffett] and I I said wait a … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Sometimes The Best Strategy Is To Carpet-Bomb Near The Bottom. Here’s an excerpt from the episode: Tobias: I like one of the things that Romick said yesterday about um he’s put on a half-sized position … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Why Warren Buffett Is Buying Energy. Here’s an excerpt from the episode: Tobias: Not a fan. Now, he is buying energy. Is that a narrowing of the opportunity set or is that–? What’s the energy … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Warren Buffett Runs Berkshire Like The Fed Should Be Run. Here’s an excerpt from the episode: Jake: I would also push back that every time they asked Buffett and Munger about cost of capital, they … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Can Mega-Bears Happen If Everyone Knows It’s About To Happen?. Here’s an excerpt from the episode: Tobias: Were you here for the Eye of the– We were talking about the eye of the storm. Was … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Trend Following Keeps You Out Of The Waterfall. Here’s an excerpt from the episode: Tobias: There’s a good response. “Every day I get a little more weighted toward trend following. I don’t want to be … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Tera-Caps and Tech Outperformance. Here’s an excerpt from the episode: Tobias: Fellas, let me kick it off with these things. Jake: Yeah, bring it. Tobias: Because I just have some statistics. It’s not going to … Read More

In their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Tera-Caps and Tech Outperformance Trend Following Keeps You Out Of The Waterfall Michael Mauboussin: What Does a Price-Earnings Multiple Mean? Where Have All The Bear Market Hedges Gone? Warren Buffett Runs Berkshire … Read More

In their latest episode of the VALUE: After Hours Podcast, Braziel, Taylor, and Carlisle discuss You Only Need One Good Investment In Life. Here’s an excerpt from the episode: Thomas: Have you guys are read the story about the guy that bought a–? It was a tiny $100 or $150 million … Read More

In their latest episode of the VALUE: After Hours Podcast, Braziel, Taylor, and Carlisle discuss Small Caps are Due. Here’s an excerpt from the episode: Tobias: Let me do Verdad. Thomas: Yeah, what are you doing? Tobias: Verdad, so a size factor. It’s not been a great decade— Jake: Toby, it’s how you use it. … Read More

In their latest episode of the VALUE: After Hours Podcast, Braziel, Taylor, and Carlisle discuss Investing Lessons From Through-Hiking. Here’s an excerpt from the episode: Jake: So, what this really highlights for me to bring this back to investing is that, we don’t really get to decide what the trail … Read More

In their latest episode of the VALUE: After Hours Podcast, Braziel, Taylor, and Carlisle discuss Crypto Bankruptcies. Here’s an excerpt from the episode: Thomas: But NFTs, I think they’re interesting. Who’s paying the crazy prices for some of the stuff? Maybe some of the early projects are very, very interesting. … Read More

  In their latest episode of the VALUE: After Hours Podcast, Thomas Braziel, Jake Taylor, and Tobias Carlisle discuss: Crypto Bankruptcies Investing Lessons From Through-Hiking Small Caps are Due You Only Need One Good Investment In Life Invest In Places With The Highest Dispersion The Impossibility Of Replicating Returns From … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Are We In The Eye Of A Hurricane?. Here’s an excerpt from the episode: Jake: Yeah, I think just to go back to some of the ship and analogies there or boating, it’s not necessary, … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss How Long Should You Look Back To Forecast Forward?. Here’s an excerpt from the episode: Bill: Did we talk about a mailbag question about how many years should you look back and through cycle analysis? … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss How Often Should You Underwrite Your Portfolio?. Here’s an excerpt from the episode: Tobias: How do you even set up a new boat every day in a stock portfolio? Bill: I don’t know. Look, if … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Bull, Bear, And Benign Return Paths From Here. Here’s an excerpt from the episode: Tobias: This is a market-level analysis from Man Group, Man Institute, I think is their research arm or something like that. … Read More

In their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Bull, Bear, And Benign Return Paths From Here 3 Different Strategies For Completing The 1968 Golden Globe Race You’ve Got To Re-Underwrite What You Own How Long Should You Look Back To … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Warren Buffett’s Oil Bet. Here’s an excerpt from the episode: Tobias: Do you think Buffett has a view on oil? Does he need to have a view on oil to be buying OXY where it … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Choose One Asset To Hold For The Next 246 Years. Here’s an excerpt from the episode: Bill: That’s right. Do you want to debate that thing that you sent around, the 250-year investment? Jake: Yeah, … Read More