Tag Archive

During their recent episode, Taylor, Carlisle, and Buck discussed The Religious Wars of Investing, here’s an excerpt from the episode: Jason: That’s obscene. Exactly. It comes around– I haven’t flushed this out, so give me some grace on this. Toby, like you’re saying, 200 years, maybe worse than 200 years, … Read More

https://youtu.be/P6n7aFYUkk4During their recent episode, Taylor, Carlisle, and Buck discussed How the Four-Quadrant Model Simplifies Asset Allocation, here’s an excerpt from the episode: Tobias: The four quadrants, I want to learn a little bit more about that too. You don’t need to predict what area you’re in. You’re always keeping a … Read More

During their recent episode, Taylor, Carlisle, and Buck discussed The Impact of Moneyball Strategy Across Different Sports and Financial Markets, here’s an excerpt from the episode: Jason: No, it’s the best. I was given other examples like [Jake laughs] Moneyball is the best, but people forget that. It’s about the Oakland … Read More

In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Jason Buck discuss: The Impact of Moneyball Strategy Across Different Sports and Financial Markets How the Four-Quadrant Model Simplifies Asset Allocation The Religious Wars of Investing The Cockroach Portfolio How AI Enhances, Not Replaces, Human … Read More

During their recent episode, Taylor, Carlisle, and Ashton discussed Avoiding Growth Traps & Value Traps, here’s an excerpt from the episode: Tobias: Zeke, let me just go back to something you said earlier. You said you were trying to– There were growth traps as well as value traps. Just define … Read More

During their recent episode, Taylor, Carlisle, and Ashton discussed Fractals in Business: Insights on Patterns and Capital Allocation, here’s an excerpt from the episode: Tobias: Zeke, we do Jake’s veggies usually at the top of the hour. We’re a little bit late today. We missed it last week. And thanks … Read More

During their recent episode, Taylor, Carlisle, and Ashton discussed How to Spot Long-Term Value in Overlooked Small Cap Stocks, here’s an excerpt from the episode: Zeke: Yeah. There’s quite a few stocks that we’re growing pretty quickly. I think it’s still very difficult for many companies to know what the … Read More

During their recent episode, Taylor, Carlisle, and Ashton discussed Why Margin of Safety Matters More Than Ever, here’s an excerpt from the episode: And also, after 2022, which was very interesting, I think there are a lot of value investors now who are not– They rely much more on the … Read More

In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Zeke Ashton discuss: Why Margin of Safety Matters More Than Ever How to Spot Long-Term Value in Overlooked Small Cap Stocks Avoiding Growth Traps & Value Traps Fractals in Business: Insights on Patterns and Capital … Read More

During their recent episode, Taylor, Carlisle, Daniel, and Collins discussed Small-Cap Financials: An Overlooked Niche for Value Investors, here’s an excerpt from the episode: Tobias: What about the smalls? Do you ever dig through the smalls? Anything interesting in there? At the moment, I can find operating businesses in there … Read More

During their recent episode, Taylor, Carlisle, Daniel, and Collins discussed EVs and Catalytic Converters: Rethinking the Demand for Platinum, here’s an excerpt from the episode: Tobias: So, a basket of commodities is beating the S&P 500 this year. I saw that on Twitter. Vincent: Yeah. Porter: Go take a look … Read More

During their recent episode, Taylor, Carlisle, Daniel, and Collins discussed Cannabis Producer Moats: How Glass House Wins on Cost of Production, here’s an excerpt from the episode: One of the names that we started looking at– We started looking at the cannabis industry. I love when you start naming a … Read More

During their recent episode, Taylor, Carlisle, Daniel, and Collins discussed Wile E. Coyote vs. The Road Runner: Can Anyone Catch Elon Musk’s FSD Hype?, here’s an excerpt from the episode: Vincent: I have a question for you, guys. But first, this morning, just as a running joke, because Friday after … Read More

In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, Vinny Daniels, and Porter Collins discuss: Wile E. Coyote vs. The Road Runner: Can Anyone Catch Elon Musk’s FSD Hype? Cannabis Producer Moats: How Glass House Wins on Cost of Production EVs and Catalytic Converters: Rethinking … Read More

During their recent episode, Taylor, Carlisle, and Katsenelson discussed Can Physics Explain Markets? A Look at EMH Through Four Forces, here’s an excerpt from the episode: Tobias: What do you think, JT? You want to sneak in some vegetables before the top of the hour? There’s lots of demands for … Read More

During their recent episode, Taylor, Carlisle, and Katsenelson discussed How Social Media Creates a Global FOMO Frenzy, here’s an excerpt from the episode: Jake: Buffett did say in his last letter like, that he thinks today has more of a speculative element to the market, like more of a gambling … Read More

During their recent episode, Taylor, Carlisle, and Katsenelson discussed Tesla’s Future: Beyond the Hype: A Look at Battery Tech and Infrastructure, here’s an excerpt from the episode: Tobias: Vitaliy, can we talk about Tesla for a little bit, because I know that you did a write up about Tesla. Tesla … Read More

During their latest episode of the VALUE: After Hours Podcast, Carlisle, Taylor, and Vitaliy Katsenelson discussed The Danger of One-Decision Stocks. Here’s an excerpt from the episode: Tobias: I was at an Easter lunch over the weekend, and one of the guys, they said, “I’ve traded three crypto cycles.” We’re … Read More

In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Vitaliy Katsenelson discuss: Don’t Be Fooled by Popularity: The Danger of One-Decision Stocks Tesla’s Future: Beyond the Hype? A Look at Battery Tech and Infrastructure How Social Media Creates a Global FOMO Frenzy Can Physics … Read More

During their latest episode of the VALUE: After Hours Podcast, Carlisle, Taylor, and Eric Cinnamond discussed From Laplace’s Demon to AI Ethics: Biases, Surveillance, and the Limits of Control. Here’s an excerpt from the episode: Jake: Shall we get some veggies- Tobias: You can say veggies. Jake: -under the wire … Read More