Podcasts
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Nikola vs. Tesla Robots: Real Deal or CGI Hype?During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Brewster discussed Nikola vs. Tesla Robots: Real Deal or CGI Hype?. Here’s an excerpt from t…
2024 Will See A Black Swan Payoff EventDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Brewster discussed 2024 Will See A Black Swan Payoff Event. Here’s an excerpt from the episo…
VALUE: After Hours (S05 E47): Holiday Special 2024 Predictions on Small Value, Oil, Gold, $SPY & $BTCIn their latest episode of the VALUE: After Hours Podcast Jake Taylor, Tobias Carlisle, and Bill Brewster discuss: 2024 Will See A Black Swan Payoff Event Nikola vs. Tesla Robot…
Fed Fears Trump & Supreme Court Timing: Can it Derail Trump’s 2024 Run?During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and guests Porter Collins and Vincent Daniel discussed Fed Fears Trump & Supreme Court Timing: C…
If Rates Don’t Go Lower, The World’s Not Going To WorkDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and guests Porter Collins and Vincent Daniel discussed If Rates Don’t Go Lower, The World’s Not …
The Future of Value Investing: From Stock Picking to Self-Help StoriesDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and guests Porter Collins and Vincent Daniel discussed The Future of Value Investing: From Stock…
Wall Street’s Blind Spot: Acquirer’s Multiple – Uncovering Hidden Gems the Market IgnoresDuring 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 Mult…
VALUE: After Hours (S05 E46): Seawolf’s Porter Collins and Vincent Daniel on value, rates and the FedIn 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’…
Tesla’s Accounting Inconsistencies and Management TurnoverDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Clapham discussed Tesla’s Accounting Inconsistencies and Management Turnover. Here’s an exce…
Charlie Munger’s 3 Rules for Career SatisfactionDuring 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 t…
Is Amazon’s Labor Intensity A Ticking Time Bomb in an Inflationary World?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?.…
Should You Invest in Microsoft or Google’s AI Race?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 fro…
VALUE: After Hours (S05 E45): Forensic Analysis with Stephen Clapham on $BABA, $TSLA, LVMH and $RACEIn 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’…
Unveiling Investment Truths from Antiquity: Lessons from StonehengeDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Brewster discussed Unveiling Investment Truths from Antiquity: Lessons from Stonehenge. Here…
How Peloton Lost Its Cool Factor: A Case Study in Brand MismanagementDuring 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. He…
Tesla’s $30 Trillion Market Cap: Is It Really Possible?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 excerp…
Small Cap Stocks: A Hunting Ground for OpportunitiesDuring 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 f…
VALUE: After Hours (S05 E44): Bill Brewster on Elliott activism on Crown Castle, Value vs GrowthIn 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 $…