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In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Matt Sweeney discuss: Finding Value in Optically Expensive Stocks: A Deep Dive Why Pod Shops Are Gaining Popularity Among Large Capital Pools Why Biologic Drugs Are the Future: A Look at Industry Trends Exploring Fishbone … Read More

During their recent episode, Taylor, Carlisle, and Robert G Hagstrom discussed Navigating Public Markets with a Private Equity Mindset, here’s an excerpt from the episode: Robert: I’m not going to be the dog chasing the tail that never catches the tail. So, let’s own good businesses, and I will tell … Read More

During their recent episode, Taylor, Carlisle, and Robert G Hagstrom discussed How Isaac Asimov’s Theories on Creativity Can Inspire Modern Innovation, here’s an excerpt from the episode: Tobias: Should we do veggies at the top of the art, JT? Jake: Absolutely. So, knowing that Robert was coming on, one of … Read More

During their recent episode, Taylor, Carlisle, and Robert G Hagstrom discussed How to Apply Buffett’s Snickers Bar Analogy to Investing, here’s an excerpt from the episode: Robert: Yeah. It was brilliant. It’s a brilliant thing that said. And so, Lou Simpson said it in a slightly different way. He says, … Read More

During their recent episode, Taylor, Carlisle, and Robert G Hagstrom discussed Buffett’s Purposeful Detachment from the Stock Market, here’s an excerpt from the episode: Tobias: What is The Warren Buffett Way in the book, The Warren Buffett Way. What’s your conception about that Robert: Well, yeah, it is– Warren has … Read More

In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Robert G Hagstrom discuss: Buffett’s Purposeful Detachment from the Stock Market How to Apply Buffett’s Snickers Bar Analogy to Investing How Isaac Asimov’s Theories on Creativity Can Inspire Modern Innovation Navigating Public Markets with a … Read More

During their recent episode, Taylor, Carlisle, and Bares discussed Investing as a Form of Addiction: The Thrill of the Chase, here’s an excerpt from the episode: Jake: I think Viktor Frankl had this great quote about, “When a man can’t find, or woman, I guess, can’t find meaning in their … Read More

During their recent episode, Taylor, Carlisle, and Bares discussed The Art of Identifying Leadership Qualities in Potential Investments, here’s an excerpt from the episode: Brian: Yeah, very difficult, obviously. So, we do the table stakes work that everybody does in terms of analyzing alignment of incentives through– We prefer as … Read More

During their recent episode, Taylor, Carlisle, and Bares discussed Maslow’s Eupsychia: Imagining the Potential of a Self-Actualized Society, here’s an excerpt from the episode: Jake: [chuckles] I’d be curious to hear your take on some of this stuff, Brian, because especially when we start talking about culture and what maybe … Read More

During their recent episode, Taylor, Carlisle, and Bares discussed Gaining an Edge in Investing: Information, Analysis, and Behavioral Insight, here’s an excerpt from the episode: Brian: Sure. So, I should start by saying that, as an investor, you can have an edge in your information, the actual data that you’re … Read More

In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Brian Bares discuss: Gaining an Edge in Investing: Information, Analysis, and Behavioral Insight Maslow’s Eupsychia: Imagining the Potential of a Self-Actualized Society The Art of Identifying Leadership Qualities in Potential Investments Investing as a Form … Read More

During their recent episode, Taylor, Carlisle, and Morgan discussed Exploring Finding Your Tribe Online: Navigating Digital Connection in a Disconnected World, here’s an excerpt from the episode: Tom: Yes, exactly right. I think that all of this stuff is solved. It’s like a solved problem in many ways we just … Read More

During their recent episode, Taylor, Carlisle, and Morgan discussed Beyond Logic: Exploring the Limits of Left-Brain Thinking, here’s an excerpt from the episode: Tom: It’s a conclusion of world changing importance for me, which is, essentially, we are imbalanced towards the brain’s left hemisphere. So, his first book, well, not … Read More

During their recent episode, Taylor, Carlisle, and Morgan discussed The Power of Weirdness: Embracing Your Unique Path, here’s an excerpt from the episode: Tom: A tropism is a direction, I think, and holism just means holism. So, it’s a directional force towards holism. So, it’s like, evolution is always acting … Read More

During their recent episode, Taylor, Carlisle, and Morgan discussed Quantitative Finance and the Mantis Shrimp: Unlikely Connections, here’s an excerpt from the episode: Tobias: Tom, usually, we do veggies at the top of the hour. JT, you want to serve up some–? It’s all veggies this episode. We’re just going … Read More

In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Tom Morgan discuss: Quantitative Finance and the Mantis Shrimp: Unlikely Connections The Power of Weirdness: Embracing Your Unique Path Beyond Logic: Exploring the Limits of Left-Brain Thinking Navigating Digital Connection in a Disconnected World Experience Matters: … Read More

During their recent episode, Taylor, Carlisle, and Cunningham discussed Waiting for Value: The Art of Holding for Long-Term Returns, here’s an excerpt from the episode: Jake: No. I think it was like somebody’s last name was Stein. I can’t remember. But anyway, the point being that you can’t just go … Read More

During their recent episode, Taylor, Carlisle, and Cunningham discussed Exploring Telic and Atelic Activities in Investing, here’s an excerpt from the episode: Tobias: We’ve come up to the top of the hour. JT, you’ve done a lot of travel. Do you have a veggies? Victor: Here you go. [laughs] Tobias: … Read More

During their recent episode, Taylor, Carlisle, and Cunningham discussed Value Investing Insights: The Role of NAV Discounts in Outperforming Stocks, here’s an excerpt from the episode: Jake: That’s interesting. [Tobias laughs] Toby, I think you did some research around this, didn’t you, on net-nets? Obviously, Vic’s talking a little bit … Read More

During their recent episode, Taylor, Carlisle, and Cunningham discussed Best Lines From The 2024 Berkshire Meeting, here’s an excerpt from the episode: Tobias: One of the great lines from Charlie when they– I wish I knew the interview that it had come from, but he was sitting in a chair … Read More