Tag Archive

In their recent 100th episode of the VALUE: After Hours Podcast, Taylor, Brewster, Carlisle, and friends discuss Compounding Wealth With A Cockroach Portfolio. Here’s an excerpt from the podcast: Tobias: How would you characterize yourself, Jason? I think of you as vol but you are broader than that, aren’t you … Read More

In their recent 100th episode of the VALUE: After Hours Podcast, Taylor, Brewster, Carlisle, and friends discuss This Is The Best Time Of Year To Find Opportunities. Here’s an excerpt from the podcast: Ian: Yeah, it’s something I think we see every year, but I think this year, it’s been … Read More

In this 100th episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, Tobias Carlisle, and friends chat about: Munger’s Mental Models This Is The Best Time Of Year To Buy MicroCaps The Cockroach Portfolio Shoot First, Ask Questions Later On Buy Decisions Are We Reaching The End For … Read More

In their recent episode on the VALUE: After Hours Podcast, Taylor, Braziel, and Carlisle discuss Learning From Complexity. Here’s an excerpt from the episode: Jake: Sure. I guess you call it a blog post at this point. It’s called What I Learnt from Complexity, and it was by Cedric Chin, … Read More

In their recent episode on the VALUE: After Hours Podcast, Taylor, Braziel, and Carlisle discuss Bitcoin As A Hedge Against Money Printing. Here’s an excerpt from the episode: Tobias: What is it that appeals to you about it? Is that replacement of gold, as a hedge against fiat currency? Is … Read More

In their recent episode on the VALUE: After Hours Podcast, Taylor, Braziel, and Carlisle discuss What If The Fed Is Wrong. Here’s an excerpt from the episode: Jake: Then, we have that sort of as an observation. Then, I read Roger Lowenstein had a, I guess, you can call it … Read More

In their recent episode on the VALUE: After Hours Podcast, Taylor, Braziel, and Carlisle discuss Everything Is Expensive! Here’s an excerpt from the episode: Tobias: This is JPMorgan Asset Management slide. It got the 10-year annualized returns for value growth, small to large, and there mid in there as well. … Read More

In this episode of the VALUE: After Hours Podcast, Jake Taylor, Thomas Braziel, and Tobias Carlisle chat about: Nothing Is Cheap! What If The Fed Is Wrong? Bitcoin As A Hedge Against Money Printing Learning From Complexity Getting Compensated For Eliminating Risk Investing Strategy – 1 Year At 40% Or … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss There’s A Lot To Like About Elon Musk. Here’s an excerpt from the episode: Tobias: Yeah, I like Musk as an entrepreneur. I don’t want to be misconstrued as, I think that he’s done a … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Japanese Activist – Yoshiaki Murakami. Here’s an excerpt from the episode: Jake: So, this brings us to our story of this Japanese investor who I had never heard of, and maybe you guys haven’t either, … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss David Gardner’s Investing Strategy. Here’s an excerpt from the episode: Bill: No, look, I don’t know. I mean, so, different presentation that I was in today. The guy says, “Value investors are like accountants. They … Read More

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Small-Caps Cheaper Than The Market. Here’s an excerpt from the episode: Tobias: So, cool. Let me kick it off. A few things that I wanted to note. So, we’ve blown through 40 on the Shiller … Read More

In this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: Small Caps Cheaper Than The Market David Gardner’s Investing Strategy Yoshiaki Murakami – Japan’s First Successful Hostile Takeover Chancellor: Japan Tortoise Will Outpace U.S. Hare There’s A Lot To Like About Musk … Read More

In this recent episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle discuss The Anti-Factor Year. Here’s an excerpt from the episode: Tobias: Corey’s got a question, [laughs] Yeah. Corey’s got a question. ​Here’s my open question: is value in public markets a “dead play” … Read More

In this recent episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle discuss Bessembinder’s Lessons For Finding Outliers. Here’s an excerpt from the episode: Bill: Hey, real quick. This is from the lessons from Bessembinder that Baillie Gifford had. So, the four big ones that … Read More

In this recent episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle discuss The Cynefin Portfolio Framework. Here’s an excerpt from the episode: Jake: Sure. Do some veggies. So, I recently came across this decision-making framework, that’s called Cynefin and its spelled C-Y-N-E-F-I-N. So, nothing … Read More

In this recent episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle discuss Value Stocks Better Than The Market. Here’s an excerpt from the episode: Tobias: So, Rich Pzena, for folks who don’t know, he was one of the coauthors of one of Greenblatt’s early … Read More

In this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: Pzena Value And Quality Cynefin: Four Frameworks Of Portfolio Management Bessembinder’s Lessons For Finding Outliers Value Investors Should Look In Niche/Private Corners The Roaming Bubble $TSLA Up 56% In A Month What’s … Read More

In their recent episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle discussed the Pros & Cons For Dual-Class Shares. Here’s an excerpt from the episode: Tobias: Thoughts on companies with two or more classes of shares and all the voting rights are concentrated in … Read More

In their recent episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle discussed Yen Liow – The Game Within The Game. Here’s an excerpt from the episode: Tobias: There’s a question here about– I saw Scotty Jackson had one about Yen Liao. Someone had suggested … Read More