Tag Archive

In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Steve Hou discuss: How The Pricing Power Index Identifies Market Leaders How The Analyst Rating Index Captures Market Improvers Bruce Lee’s Guide to Investing: Fluid Strategies and Relentless Focus The Crash Landing into a Marshmallow: … Read More

During their recent episode, Taylor, Carlisle, and Asif Suria discussed Georgism vs. The IRS: How Land Value Tax Could Replace Federal Taxes, here’s an excerpt from the episode: Tobias: JT is going to do his vegetables. But when we come back, for the podcast there, lots of people asking about … Read More

During their recent episode, Taylor, Carlisle, and Asif Suria discussed Why Cannabis is Overtaking Alcohol: A 20-Year Transformation in America. Here’s an excerpt from the episode: Tobias: So, Aaron, the opportunity sounds pretty good. We’ve had this boom and bust that scared everybody away. There’s obvious problems to be resolved. … Read More

During their recent episode, Taylor, Carlisle, and Asif Suria discussed U.S Cannabis Stocks Actually Trade In Canada. Here’s an excerpt from the episode: Aaron: Anyway, so, that’s part of what gets me very bullish. But then there’s this weird thing, Tobias, that you need to understand is, because Canada federally … Read More

During their recent episode, Taylor, Carlisle, and Asif Suria discussed Cannabis: From a Schedule 1 Drug to Reducing Alcoholism and Workplace Injuries, here’s an excerpt from the episode: Tobias: So, talk to us a little bit about the cannabis industry, because when the legalization happened, around 2020, 2019, something like … Read More

In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Aaron Edelheit discuss: Cannabis: From a Schedule 1 Drug to Reducing Alcoholism and Workplace Injuries Why Canadian Cannabis Stocks are the Real Play for U.S. Investors The Political and Economic Implications of Cannabis Rescheduling Georgism … Read More

During their recent episode, Taylor, Carlisle, and Asif Suria discussed Lessons from Shinsei: Duration Over Short-Term Returns, here’s an excerpt from the episode: Tobias: Good one. JT, top of the hour. Give the people what they want. Vegetable time. Jake: Well, I’m not sure about– Tobias: Give the people what … Read More

During their recent episode, Taylor, Carlisle, and Asif Suria discussed The Power of Insider Buys: Spotting Strong Signals from Key Executives, here’s an excerpt from the episode: Tobias: Talk to us a little bit about insider buys, insider sells. What’s the signal there is a buy from one person? Is … Read More

During their recent episode, Taylor, Carlisle, and Asif Suria discussed Corporate Spinoffs: Should You Invest in RemainCo or BadCo?, here’s an excerpt from the episode: Tobias: Tyler Pharris is our unofficial producers. He’s got a good question for you. “When a company is spinning out a BadCo does that tend … Read More

During their recent episode, Taylor, Carlisle, and Asif Suria discussed Mastering Event-Driven Investing, here’s an excerpt from the episode: Asif: Yes. Event driven investing or special situations investing is about acting on maybe a corporate action. It could be one company acquiring another one, like Microsoft acquired Activision Blizzard. And … Read More

In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Asif Suria discuss: Mastering Event-Driven Investing Corporate Spinoffs: Should You Invest in RemainCo or BadCo? Lessons from Shinsei: Duration Over Short-Term Returns The Power of Insider Buys: Spotting Strong Signals from Key Executives The Effect … Read More

During their recent episode, Taylor, Carlisle, and Pieter Slegers discussed The Power of ‘I Don’t Know’: A Logical Riddle to Test Your Reasoning Skills, here’s an excerpt from the episode: Tobias: That was good stuff. This is a little bit of a nonsequitur, but I saw a little riddle the … Read More

During their recent episode, Taylor, Carlisle, and Pieter Slegers discussed Cybernetics as a Mental Model: Understanding Systems and Control Mechanisms, here’s an excerpt from the episode: Tobias: We’re at the top of the hour, JT. You want to give us some vegetables? Jake: Yes, if you’re hungry for some vegetables. … Read More

During their recent episode, Taylor, Carlisle, and Pieter Slegers discussed Adapting Your Investment Strategy: Evolving with Market Changes, here’s an excerpt from the episode: Pieter: Yeah, sure. So, I think, for example, once again compare value with quality investing, well, for value investors, the margin of safety is at a … Read More

During their recent episode, Taylor, Carlisle, and Pieter Slegers discussed How to Use Reverse DCF and EPS Growth Models in Quality Investing, here’s an excerpt from the episode: Jake: Let’s talk about the valuation component, because this is I think where it might get difficult for some with trying to … Read More

In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Pieter Slegers discuss: How to Use Reverse DCF and EPS Growth Models in Quality Investing Adapting Your Investment Strategy: Evolving with Market Changes Cybernetics as a Mental Model: Understanding Systems and Control Mechanisms The Power … Read More

During their recent episode, Taylor, Carlisle, and Adam Mead discussed Unlocking Investment Intuition: Lessons from Chicken Sexing, here’s an excerpt from the episode: Tobias: JT has got closer to the router, so he’s going to have another go. JT. Adam: I’m dying to know. [Tobias laughs] We want to know … Read More

During their recent episode, Taylor, Carlisle, and Adam Mead discussed Regular Portfolio Cleaning Enhances Investment Focus, here’s an excerpt from the episode: Jake: I was just going to say, I know an investor who, if a position– He has a position, minimum, so if something falls below certain threshold, either … Read More

During their recent episode, Taylor, Carlisle, and Adam Mead discussed Watchlist Investing And The Neighbor’s House Analogy, here’s an excerpt from the episode: Tobias: [crosstalk] When you’re constructing your portfolios, Adam, do you take that idea of taking the big bets? Do you like that idea of narrowing down to … Read More

During their recent episode, Taylor, Carlisle, and Adam Mead discussed Buffett’s Willingness To Be Wrong, here’s an excerpt from the episode: Jake: Anything appreciable on something we’ve talked about before is the idea of statistical time versus behavioral time. So, you can look at things on a chart, and it’s … Read More