Tag Archive

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Carroll discussed Be Careful What You Wish For: Risks of Fed Rate Cuts. Here’s an excerpt from the episode: Jake: Jim, it seems like it’s the sort of implicit Fed put seems like would be a pretty … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Carroll discussed Burgelman’s Trap: Identifying Flywheel Businesses for Sustainable Growth. Here’s an excerpt from the episode: Tobias: Jim, we usually do veggies, which is, Jake’s. Jake’s got some learnings for us brought to us from the Sacramento … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Carroll discussed VIX Explained: Demystifying the Stock Market’s “Fear Index”. Here’s an excerpt from the episode: Tobias: Jim, you sent me a through. You did a review of what happened in the VIX and volatility last year. … Read More

In their latest episode of the VALUE: After Hours Podcast Jake Taylor, Tobias Carlisle, and Jim Carroll discuss: VIX Explained: Demystifying the Stock Market’s “Fear Index” Burgelman’s Trap: Identifying Flywheel Businesses for Sustainable Growth Be Careful What You Wish For: Risks of Fed Rate Cuts The Casino-fication of the Market: … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Trainer discussed Beyond the Rockets and Robots: Unveiling Potential Flaws in Tesla’s Accounting. Here’s an excerpt from the episode: Jake: David, any thoughts on–? I heard David Einhorn interviewed recently, and he says that there’s a lot … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Trainer discussed Understanding the “Kitchen Sink” Effect: When Companies Underreport Cash Flow. Here’s an excerpt from the episode: Tobias: I got a good question for you here, David. You ever seen any companies trying to underreport their … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Trainer discussed Wall Street’s Love Affair with Roll-Ups: Profit or Pitfall?. Here’s an excerpt from the episode: Tobias: Canadian roll up. Levered roll up. David: Right. Yeah, the roll up stuff has always been– That’s an old … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Trainer discussed Discernment and Propaganda on Wall Street. Here’s an excerpt from the episode: David: So, yeah, for me, I think when we struggle a lot so much right now in society in general, it’s like, are … Read More

In their latest episode of the VALUE: After Hours Podcast Jake Taylor, Tobias Carlisle, and David Trainer discuss: Discernment and Propaganda on Wall Street Wall Street’s Love Affair with Roll-Ups: Profit or Pitfall? Understanding the “Kitchen Sink” Effect: When Companies Underreport Cash Flow Beyond the Rockets and Robots: Unveiling Potential … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Brewster discussed First-Gen Riches, Third-Gen Bust? Investing in Google’s Future. Here’s an excerpt from the episode: Tobias: All right, here’s a good question riffing on Buffett’s chat. “What do you guys think are some of the few … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Brewster discussed Diversification Explained: The Farmers Fable and the Math Behind Risk & Reward. Here’s an excerpt from the episode: Jake: Oh, it’s the worst. [chuckles] Shall we do some vegetables? Tobias: Let’s do some veggies. It’s … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Brewster discussed Higher Rates & Value Investing: Examining the Complex Relationship. Here’s an excerpt from the episode: Bill: Yeah. I don’t know, like Green Brick has worked great and the stock has worked as the business has … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Brewster discussed Einhorn vs. Passive Investing: Is the Market Broken or Just Evolving?. Here’s an excerpt from the episode: Tobias: Einhorn is Finkel. Did you guys listen to Einhorn–? Bill: Yeah, I listened to Einhorn. Tobias: Einhorn … Read More

In their latest episode of the VALUE: After Hours Podcast Jake Taylor, Tobias Carlisle, and Bill Brewster discuss: Einhorn vs. Passive Investing: Is the Market Broken or Just Evolving? Higher Rates & Value Investing: Examining the Complex Relationship Diversification Explained: The Farmers Fable and the Math Behind Risk & Reward … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Huber discussed Buffett’s Korean Basket Bet: Achieving Diversification and High Returns. Here’s an excerpt from the episode: Tobias: There’s good comment here from Dimitrios. “This is why starter investors tend not to appreciate diversification and are under-diversified.” How … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Huber discussed Free Money + Carry Trade: Why Buffett’s Japan Bet is a Masterclass in Value Investing. Here’s an excerpt from the episode: Tobias: Japan was a good one. The more recent Japan one was a good … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Huber discussed Ergodicity in Action: Betting on Skiers with Risk & Reward Trade-offs. Here’s an excerpt from the episode: Jake: Well, he’s run lots of marathons. Yeah, he’s going to run Boston. So, I have a little … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Huber discussed Coffee Cans vs. Punch Cards: The Balancing Act of Portfolio Management. Here’s an excerpt from the episode: Tobias: What’s your longest-term investment, John? Have you held onto anything for the whole ride? John: I don’t … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, Forehand, and Carbonneau discussed Despite China’s Significant Economic Expansion The Stock Market Has Shown Minimal Growth. Here’s an excerpt from the episode: Tobias: One of you guys was saying that there’s a big bifurcation between the performance of … Read More

During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, Forehand, and Carbonneau discussed Investing Lessons From Slime Molds. Here’s an excerpt from the episode: Jake: Better do some vegetables, huh? All right. So, yeah, we wouldn’t want to miss out on this one either. We’re talking about … Read More