In their latest episode of the VALUE: After Hours Podcast, John Huber, Jake Taylor, and Tobias Carlisle discuss: Warren Buffett’s 90% Rule Build Your Stock Watchlist Like A Baseball Fan Finding Opportunities Using The NCAA Pairwise Rankings Compare Companies Using Munger’s Head-To-Head Comparisons SVB Did The Fed A Massive Favor … Read More
Invincible Industrialists
During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Invincible Industrialists. Here’s an excerpt from the episode: Tobias: Bill and I recorded a long-form podcast on Bill’s new podcast called The Business Brew, which is a really fun format where it’s like– a long … Read More
The Disconnect Between The Stock Market And The Real Economy
During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed The Disconnect Between The Stock Market And The Real Economy. Here’s an excerpt from the episode: Tobias: Well, the underlying economy is pretty dinged up. We’re talking about– I think it was down 9% in … Read More