Tag Archive

During their latest episode of the VALUE: After Hours Podcast, Carlisle, Taylor, and Eric Cinnamond discussed Can AI Ever Replace Experienced Investors?. Here’s an excerpt from the episode: Jake: [laughs] Ah, ooh, boy. Eric, how well do you think a model could do if you gave it all of the … Read More

During their latest episode of the VALUE: After Hours Podcast, Carlisle, Taylor, and Eric Cinnamond discussed From Earnings Calls to Investment Ideas: Bottom-Up Stock Picking. Here’s an excerpt from the episode: Jake: I was just going to say that some of my favorite work that Eric does is bottom up– … Read More

During their latest episode of the VALUE: After Hours Podcast, Carlisle, Taylor, and Eric Cinnamond discussed The Power of Absolute Return Investing. Here’s an excerpt from the episode: Eric: Yeah. Absolute for us is an attractive return over a full market cycle. We discount our cash flows and our valuations … Read More

In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Eric Cinnamond discuss: The Power of Absolute Return Investing The Lower Risk, Steady Returns Investment Strategy From Earnings Calls to Investment Ideas: Bottom-Up Stock Picking From Laplace’s Demon to AI Ethics: Biases, Surveillance, and the Limits of … Read More

During their latest episode of the VALUE: After Hours Podcast, Carlisle, Taylor, and John Rotonti Jr discussed Invasive Ants, Hunting Lions, and the Future of Private Equity. Here’s an excerpt from the episode: Jake: All right. So, this is called ants and lions hunting and private equity. So, we’ll see … Read More

During their latest episode of the VALUE: After Hours Podcast, Carlisle, Taylor, and John Rotonti Jr discussed Unveiling the Best Predictor of Stock Market Performance. Here’s an excerpt from the episode: John: Yeah, that’s true. That was awesome. My question is, if everything is a complex adaptive system, which I … Read More

During their latest episode of the VALUE: After Hours Podcast, Carlisle, Taylor, and John Rotonti Jr discussed The Nygren Effect: 6x PE + Share Repurchases = 20% EPS Growth. Here’s an excerpt from the episode: John: So, the way you asked the question, Tobias was, do you think value investor … Read More

During their latest episode of the VALUE: After Hours Podcast, Carlisle, Taylor, and John Rotonti Jr discussed David Einhorn’s Shift in Value Investing Strategy: Prioritizing Cash Flow. Here’s an excerpt from the episode: Tobias: Just before we came on, we were talking about Einhorn’s latest letter. John: Yeah. So, it’s … Read More

In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and John Rotonti Jr discuss: David Einhorn’s Shift in Value Investing Strategy: Prioritizing Cash Flow The Nygren Effect: 6x PE + Share Repurchases = 20% EPS Growth (Even Without Earnings Growth!) Murray Stahl’s Blueprint for Investing … Read More

During their latest episode of the VALUE: After Hours Podcast, Carlisle, Taylor, and Bloomstran discussed The Market Is So Bifurcated At The Top End. Here’s an excerpt from the episode: Chris: I think even beyond the Mag 7, the market is so bifurcated at the top end of maybe 40 … Read More

During their latest episode of the VALUE: After Hours Podcast, Carlisle, Taylor, and Bloomstran discussed Low-Debt, High-Yield Strategy: Beating the S&P 500 with Selective Investing. Here’s an excerpt from the episode: Christopher: Yeah. Well, the numbers are too fat for Facebook, and certainly for Microsoft’s Azure, AWS within Amazon. To … Read More

During their latest episode of the VALUE: After Hours Podcast, Carlisle, Taylor, and Bloomstran discussed Market Frothiness: A 2021-Like Bubble. Here’s an excerpt from the episode: Tobias: No, they’re good for you. Chris, this market was pretty loopy through 2021. Feels pretty loopy again to me now. Given that you … Read More

During their latest episode of the VALUE: After Hours Podcast, Carlisle, Taylor, and Bloomstran discussed China’s Demographic Timebomb. Here’s an excerpt from the episode: Tobias: But you’re pretty bearish on China. What do you think about China? I know you just mentioned Alibaba. But generally, just don’t invest in communist … Read More

In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Christopher Bloomstran discuss: China’s Demographic Timebomb Market Frothiness: A 2021-Like Bubble Low-Debt, High-Yield Strategy: Beating the S&P 500 with Selective Investing The Hidden Cost of Share Repurchases: Are Investors Getting a Raw Deal? Buffett’s Cash … Read More

During their latest episode of the VALUE: After Hours Podcast, Carlisle, Taylor, and Bloomstran discussed The Hidden Cost of Share Repurchases: Are Investors Getting a Raw Deal?. Here’s an excerpt from the episode: Christopher: When you had Brewster on a couple of weeks ago, you guys were talking about a … Read More

During their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle and Jonathan Treussard discussed Is Bitcoin a Bubble? The Ski Jump Price Pattern. Here’s an excerpt from the episode: Tobias: Just to pick up on something that we were talking about before. So, I said the dragon king … Read More

During their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle and Jonathan Treussard discussed Test Your Investment Beliefs. Here’s an excerpt from the episode: And then I talk about purpose, which is, forget what the money is is for. Let’s start talking about what is this money about. … Read More

During their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle and Jonathan Treussard discussed New Cold War, New Risks: Why AI Stocks Might Be Overlooking Geopolitics. Here’s an excerpt from the episode: Jonathan: Yeah. And I’m like, “No, all we know is what’s happened.” I guess my point … Read More

In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle and Jonathan Treussard discuss: New Cold War, New Risks: Why AI Stocks Might Be Overlooking Geopolitics How to Test Your Investment Beliefs Is Bitcoin a Bubble? The Ski Jump Price Pattern Nvidia’s $250 Billion Surge: A Sign of … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Carroll discussed The Casino-fication of the Market: Comparing Past and Present. Here’s an excerpt from the episode: Jake: I was kind of surprised to see Buffett say that he thought that today’s markets were more of a … Read More