Tag Archive

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

In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Victor Cunningham discuss: Best Lines From The 2024 Berkshire Meeting Value Investing Insights: The Role of NAV Discounts in Outperforming Stocks Exploring Telic and Atelic Activities in Investing Waiting for Value: The Art of Holding … Read More

During their recent episode, Taylor, Carlisle, and Claremon discussed Skin in the Game: Why Microcap Buyout Investors Should Own Alongside Management, here’s an excerpt from the episode: Ben: I’ve got this thing, where I want to invest in companies that I would intellectually be happy owning 1% of 20% of … Read More

  During their recent episode, Taylor, Carlisle, and Claremon discussed Microcap Investing: Finding Diamonds in the Rough, here’s an excerpt from the episode: Ben: Yeah. The first thing I hear from people is that this is just pure adverse selection, that anything that was good enough to grow out of … Read More

During their recent episode, Taylor, Carlisle, and Claremon discussed Beyond the Knockout Punch: Why Microcaps Struggle with Business Diversification, here’s an excerpt from the episode: The other place where companies struggle is what I would call small company problems. What really hurts these companies is things that like single product, … Read More

During their recent episode, Taylor, Carlisle, and Claremon discussed Why Unsexy Industrial Businesses Are Ideal for Microcap Buyouts, here’s an excerpt from the episode: Tobias: We’ve got about three minutes left, Ben. If you had to look into your crystal ball, what do you think will be the industry that … Read More

During their recent episode, Taylor, Carlisle, and Buck discussed The Cockroach Portfolio, here’s an excerpt from the episode: Jason: Exactly. No lube. So, basically, my partner, Taylor Pearson and I built exactly what we wanted for ourselves and our families, and then we just opened it up to outside investors. … Read More