value investing podcast
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Greenwald on Buffett’s MoatsIn 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,…- Lyapunov TimeIn their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Lyapunov Time. Here’s an excerpt from the episode: Jake: Yeah, sure. [laughs] A…
- Second Derivative SufferingIn their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Second Derivative Suffering. Here’s an excerpt from the episode: Tobias: It’s f…
- Defying Base RatesIn their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Defying Base Rates. Here’s an excerpt from the episode: Bill: I just think with…
- VALUE: After Hours (S04 E03): Greenwald On Buffett’s Moats, Defying Base Rates, The Lyapunov WindowIn this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: Defying Base Rates Second Derivative Suffering Lyapunov Time Green…
Cytokine StormsIn 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 cytok…- Buffett’s Simple Valuation Metric On Coke $KOIn 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 episo…
- Terry Smith – First Order Of Commodity Price Spike Not On Consumer Prices, But On Company ProfitsIn 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 …
- Why Didn’t We All Just Buy $GOOG?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: L…
- VALUE: After Hours (S04 E02): Cytokine Storms, $GOOG Valuation, Buffett on Coke $KO, Vale Lou SimpsonIn 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 Ju…
E O Wilson – Of Ants and MenIn 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. L…- Jeremy Grantham – My Sister’s PensionIn 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: Tobi…
- Value is the Widowmaker TradeIn 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: Ther…
- Warren Buffett Schools ARK’s Cathie WoodIn 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: T…
- VALUE: After Hours (S04 E01): Value is the Widowmaker Trade, EO Wilson, Tobacco Stocks for DivviesIn 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 T…
Berkshire’s Business Model Without BuffettIn 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:…- How To Measure Hard Work In InvestingIn 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…
- Elon Musk – 2017 Time Magazine PredictionIn 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: …