Tag Archive

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Cytokine Storms. Here’s an excerpt from the episode: Jake: Yeah. Let’s do cytokine storms first. Last time we talked about E. O. Wilson and this idea of group selection over just purely gene selection. It … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Buffett’s Simple Valuation Metric On Coke $KO. Here’s an excerpt from the episode: Tobias: There’s really nothing to this little Coke analysis. I just thought it was interesting. It’ll take me two seconds and then … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Terry Smith – First Order Of Commodity Price Spike Not On Consumer Prices, But On Company Profits. Here’s an excerpt from the episode: Tobias: There’re a lot of facts and figures in his little article. … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Why Didn’t We All Just Buy $GOOG. Here’s an excerpt from the episode: Tobias: Let’s do the Google. Why didn’t we all just buy Google and go to the beach? I think I’ve heard people … Read More

In this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: Buffett’s Simple Valuation Metric On Coke $KO Why Didn’t We All Just Buy $GOOG Terry Smith – First Order Of Commodity Price Spike Not On Consumer Prices, But On Company Profits Cytokine … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss E O Wilson – Of Ants and Men. Here’s an excerpt from the episode: Jake: Yeah. Let’s jump into some E. O. Wilson. I don’t know. Are you guys familiar with him much? I don’t … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Jeremy Grantham – My Sister’s Pension. Here’s an excerpt from the episode: Tobias: Yeah. What I’ve generally observed is that for the most part– Well, this is easy to say because we’re at all-time highs … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Value is the Widowmaker Trade. Here’s an excerpt from the episode: Tobias: There’s nothing particularly stunning about this article. They’ve gone and interviewed a whole lot of fund managers and said, “What do you think’s … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Warren Buffett Schools ARK’s Cathie Wood. Here’s an excerpt from the episode: Tobias: Let’s talk about Ark-Berkshire. Because Ark topped out at 156 bucks in February last year, and it closed out the year like … Read More

In this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: Warren Buffett Schools ARK’s Cathie Wood Value is the Widowmaker Trade E O Wilson – Of Ants and Men Jeremy Grantham – My Sister’s Pension Find A Way To Stay Invested Why … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Berkshire’s Business Model Without Buffett. Here’s an excerpt from the episode: Bill: I’m more worried about Berkshire keeping the Berkshire model when Buffett dies than I am somebody replicating the Berkshire model. Tobias: How would … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss How To Measure Hard Work In Investing. Here’s an excerpt from the episode: Jake: [laughs] Woke perfect. This is kind of inspired by, I regularly have dreams where I am working in the supermarket again, … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Elon Musk – 2017 Time Magazine Prediction. Here’s an excerpt from the episode: Tobias: Speaking of cults, so, I saw this tweet this morning. It’s from April 2017 from a gentleman by the name of … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss AMC Spaces & The Short Squeeze. Here’s an excerpt from the episode: Tobias: Let’s talk about those AMC Spaces because I jumped into one, Friday, I think. Yeah, I think. Bill: I know. I was … Read More

In this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: AMC Spaces & The Short Squeeze Elon Musk – Time Person of the Year Indicator How To Measure Hard Work In Investing Carnage Underneath The FAANGs Alibaba – Today’s Price Is The … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss This Is How A Laser Works. Here’s an excerpt from the episode: Jake: Yeah, so, this may be, I’ve tried to learn this multiple times in my life. And it’s like really hard to– [crosstalk] … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss the Market Being Held Up By Just 4 Stocks. Here’s an excerpt from the episode: Tobias: Moving on. Frank Zorrilla, who’s ZorTrades on Twitter, I saw somebody criticize this as being not true. So, take … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss their Favorite Non-Buffett Investor. Here’s an excerpt from the episode: Tobias: This is a good question. Let me throw some questions out. Who’s your favorite non-Buffett investor? Jake: Buffett. Tobias: [laughs] Bill: Charlie Munger. [laughter] … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss How To Generate Monster Returns. Here’s an excerpt from the episode: Bill: I mean, look, what he taught me is how to think years and years out. That’s my big take away from him. And … Read More

In this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: Holding For Very Long Periods Provides Monster Winners Warren Buffett vs Terry Smith Favorite Non-Buffett Investor This Is How A Laser Works Value Rises, Growth Falls Great Investors Survive Rough Periods & … Read More