Tag Archive

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and guests Porter Collins and Vincent Daniel discussed Wall Street’s Blind Spot: Acquirer’s Multiple – Uncovering Hidden Gems the Market Ignores. Here’s an excerpt from the episode: Porter: I just don’t think that Powell’s cutting like everyone, like, … Read More

In their latest episode of the VALUE: After Hours Podcast Jake Taylor, Tobias Carlisle, and guests Porter Collins and Vincent Daniel discuss: Wall Street’s Blind Spot: Acquirer’s Multiple – Uncovering Hidden Gems the Market Ignores The Future of Value Investing: From Stock Picking to Self-Help Stories Wall Street’s Dirty Secret: Why … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Clapham discussed Tesla’s Accounting Inconsistencies and Management Turnover. Here’s an excerpt from the episode: Tobias: Steve, talking of indecipherable accounts, how do you feel about Tesla? Steve: Oh, [Jake laughs] people always used to ask me about … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Clapham discussed Charlie Munger’s 3 Rules for Career Satisfaction. Here’s an excerpt from the episode: Jake: Yeah. So, this was something that he’d written relatively recently, and it’s called His Three Basic Rules, which great. Like, three … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Clapham discussed Is Amazon’s Labor Intensity A Ticking Time Bomb in an Inflationary World?. Here’s an excerpt from the episode: Steve: The other one that slightly puzzles me is Amazon. I was looking at Amazon sales per … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Clapham discussed Should You Invest in Microsoft or Google’s AI Race?. Here’s an excerpt from the episode: Steve: Not every other asset price. Euro stock market seems to continue to disguise. Why are stocks so strong? Tell … Read More

In their latest episode of the VALUE: After Hours Podcast Jake Taylor, Tobias Carlisle, and Steve Clapham discuss: Should You Invest in Microsoft or Google’s AI Race? Is Amazon’s Labor Intensity A Ticking Time Bomb in an Inflationary World? Charlie Munger’s 3 Rules for Career Satisfaction Tesla’s Accounting Inconsistencies and … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Brewster discussed Unveiling Investment Truths from Antiquity: Lessons from Stonehenge. Here’s an excerpt from the episode: Jake: All right, veggies. So, as you know, I was in London last week. While I was there, I took the … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Brewster discussed How Peloton Lost Its Cool Factor: A Case Study in Brand Mismanagement. Here’s an excerpt from the episode: Bill: I think Peloton would fundamentally be a good brand today, if the pandemic never happened. But … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Brewster discussed Tesla’s $30 Trillion Market Cap: Is It Really Possible?. Here’s an excerpt from the episode: Jake: Let me ask you guys a philosophical question. I’ve heard the thesis pitched before for Tesla as, why it’s … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Brewster discussed Small Cap Stocks: A Hunting Ground for Opportunities. Here’s an excerpt from the episode: Bill: Yeah. The other thing your veggies reminded me of a little bit is like– So Peter Mantis is pitching the … Read More

In their latest episode of the VALUE: After Hours Podcast Jake Taylor, Tobias Carlisle, and Bill Brewster discuss: Small Cap Stocks: A Hunting Ground for Opportunities Tesla’s $30 Trillion Market Cap: Is It Really Possible? How Peloton Lost Its Cool Factor: A Case Study in Brand Mismanagement Unveiling Investment Truths … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, Kagan, and Bennett discussed Real Estate Market Poised for a Return to Rational Underwriting. Here’s an excerpt from the episode: Tobias: What are you most looking forward to over the next few years? Is it a good environment … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, Kagan, and Bennett discussed The Power of Innovation: How State Farm Grew from a Small Company to a Behemoth. Here’s an excerpt from the episode: Jake: [laughs] Yes, I do. So this week, I was in the Midwest … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, Kagan, and Bennett discussed Real Estate Distress Cycle: A Buying Opportunity for Investors. In this milieu, the conversation naturally gravitates towards entities like commercial property appraisal firms, whose role in the ecosystem becomes increasingly pronounced. Positioned at the … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, Kagan, and Bennett discussed Beyond Fix and Flip: Embracing Buy & Hold Investing for Sustainable Real Estate Profits. Here’s an excerpt from the episode: Moses: Yeah, absolutely. So, I guess maybe to differentiate the way that we’ve done … Read More

In their latest episode of the VALUE: After Hours Podcast Jake Taylor, Tobias Carlisle, Moses Kagan, and Rhett Bennett discuss: Beyond Fix and Flip: Embracing Buy & Hold Investing for Sustainable Real Estate Profits Real Estate Distress Cycle: A Buying Opportunity for Investors The Power of Innovation: How State Farm … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Dillian discussed Use Twitter To Make Money Trading Panic. Here’s an excerpt from the episode: Tobias: So, Jared, if you’re looking across any number of asset classes, what draws your attention? What sort of anomaly or anomalous … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Dillian discussed Bull Steepener: The Trade That Fixes Everything. Here’s an excerpt from the episode: Jake: The bear steepener. Tobias: -the bear steepener, yeah, where the 10-year rises rather than the front end coming down. So, I … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Dillian discussed The Culture At Lehman Brothers: NASCAR-Style Efficiency. Here’s an excerpt from the episode: Jared: I’ll tell you a story which is the culture of Lehman. This is what Lehman was all about, okay? Jake: Yeah. … Read More