Tag Archive

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

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss why Stress Kills You and how to deal with it using new medical aids you can learn about if you visit Budpop. Consider exploring a peaceful park or practicing deep breathing exercises to relieve stress, … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Why Picking High Growth Winners Is So Hard. Here’s an excerpt from the episode: Bill: I think you could buy him here with a long enough time horizon. I totally agree that you could have … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Buffett Needed AAPL To Keep Up With The S&P. Here’s an excerpt from the episode: Tobias: One of the things that Alpha Architect has pointed out as Ryan Cohen’s work, I think, I mentioned this … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss The Crashless Generation. Here’s an excerpt from the episode: Tobias: I like this quote from– This is from Josh Wolfe. “An entire generation has not seen a downturn, has not experienced widespread loss from widespread … Read More

In this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: The Crashless Generation Absolute Value vs Relative Value Debate Heart Disease, Stress and Cortisol Growth Or Value. Which Is Harder to Buy? Carnage For Last Year’s Market Darlings Change Your Brain: Andrew … Read More

In their recent 100th episode of the VALUE: After Hours Podcast, Taylor, Brewster, Carlisle, and friends discuss Munger’s Mental Models. Here’s an excerpt from the podcast: Jake: So, maybe try to tie everything back to Charlie Munger, we’re learning mental models and we’re arming our cortical columns with hopefully like … Read More

In their recent 100th episode of the VALUE: After Hours Podcast, Taylor, Brewster, Carlisle, and friends discuss Shoot First, Ask Questions Later On Buy Decisions. Here’s an excerpt from the podcast: Ian: One of the things I was I was journaling about– I was thinking about coming on today, I … Read More