Tag Archive

In their  latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Basket Investing vs Idiosyncratic Investing. Here’s an excerpt from the episode: Bill: Yeah. I think you’ve got to have a view on what short-form video does to the inherent nature of the platform. Tobias: Eh, … Read More

In their  latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Managing Quotational Risk. Here’s an excerpt from the episode: Jake: I think you did highlight an important point about– There’s quotational risk on anything. Do you want to ensure that quotational risk through CTAs, tail … Read More

In their  latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Value Returns 1866 to Date. Here’s an excerpt from the episode: Tobias: Who wants to kick it off? I’m going to take Jake’s paper away. Either way, it’s you, JT. So, let’s do the paper. … Read More

In this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: Value Returns 1866 to Date Managing Quotational Risk Basket Investing vs Idiosyncratic Investing Munger Using Margin To Buy Alibaba We’ve Had LBO’s For Seven Years Boyd’s OODA Loops Certain To Win Commodity … Read More

In their  latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Why Deep Value Works. Here’s an excerpt from the episode: Bill: I think that that’s a really short-term focus on something that’s supposed to have a 30-year duration plus. I don’t care much what happens … Read More

In their  latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Mauboussin – Underestimating The Red Queen. Here’s an excerpt from the episode: Jake: This white paper that Mauboussin has out, it’s called “Underestimating the Red Queen.” We actually have discussed already what a lot of … Read More

In their  latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss How Relevant Is ROE? Here’s an excerpt from the episode: Jake: Yeah. Well, it’ll be very interesting to see, one of the big differences in that analogy is the returns on equity of the businesses. … Read More

In their  latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Acquirers Multiple All-Time Spread. Here’s an excerpt from the episode: Tobias: I just have been interested like value’s the thing. My definition of value, The Acquirer’s Multiple has been sucking wind a little bit for … Read More

In this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: Acquirers Multiple All-Time Spread When ROE Matters Mauboussin – Underestimating The Red Queen Why Deep Value Works How Apple Is ‘Watching’ Facebook’s Latent User Intent This Is a Rate Rally ARKK Blow-up … Read More

In their  latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Give Me Optimism, But Not Yet! Here’s an excerpt from the episode: Bill: Hedgeye, I think people have mixed opinions about Keith McCullough. He’s definitely an aggressive personality with his marketing sometimes. But I understand … Read More

In their  latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Misinformation And Why We Should Stop Reading The ‘News’. Here’s an excerpt from the episode: Jake: Second book I read, which is called The Gray Lady Winked and this is by Ashley Rindsberg. This is … Read More

In their  latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Li Lu’s Amazing Journey. Here’s an excerpt from the episode: Jake: Yeah. This segment came from a couple of books I read last week that I didn’t really ever imagine fitting together when they ended … Read More

In their  latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Value’s Best 50 Days. Here’s an excerpt from the episode: Tobias: Yeah, this is going to be a total letdown now. But Wall Street Journal says, “Value investing is back.” Couple of great quotes in … Read More

In this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: Value’s Best 50 Days Li Lu’s Amazing Journey Misinformation And Why We Should Stop Reading The ‘News’ Keith McCullough’s Quad 4 $QRATE vs $ZM Update The S&P 5 ARKK’s Taxi Market Estimate … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Supply Chain Issues Everywhere. Here’s an excerpt from the episode: Tobias: But just that flood of money, I think that’s what made all of the asset prices run in a silly way. It’s also filtered … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Mega Bear Market Coming? Here’s an excerpt from the episode: Tobias: I was just interested to know. We’ve talked about this a few times before. The smalls were the only kind of group that were … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss The ARKK, Tesla, Bitcoin Correlation. Here’s an excerpt from the episode: Tobias: If you pump asset prices up high enough, you’re going to get a bust eventually. They get to a point where they’re so … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Is iPhone The Best Toll Road Ever Created? Here’s an excerpt from the episode: Jake: Let me try to ask a question, Bill. At any point in history, has there ever been a technology that … Read More

In this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: Is iPhone The Best Toll Road Ever Created? Mega Bear Market Coming Netflix Gets Torched CAPE’s Predictivity Five Levels of Gravity The ARKK, Tesla, Bitcoin Correlation To Sell Or Never Sell The … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Greenwald on Buffett’s Moats. Here’s an excerpt from the episode: Tobias: Yeah, Greenwald. I’m always looking for a little hack for figuring out moats. I’ve never really seen a good one. I’ve never really seen … Read More