Podcasts
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VALUE: After Hours (S05 E40): Halloween Special: Broyhill’s Chris Pavese on Nintendo, and Ant MillsIn their latest episode of the VALUE: After Hours Podcast Jake Taylor, Tobias Carlisle, and Chris Pavese discuss: In This Market Focus on Base Hits, Not Home Runs GLP-1 Hype vs.…
Unit Economics: The Root of Free Cash Flow and Quality InvestingDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Mowery discussed Unit Economics: The Root of Free Cash Flow and Quality Investing. Here’s an…- Higher Incomes, Lower House Prices, or Lower Interest Rates?During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Mowery discussed Higher Incomes, Lower House Prices, or Lower Interest Rates? Here’s an exce…
- Everything Is Falling Off a Cliff!During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Mowery discussed Everything Is Falling Off a Cliff!. Here’s an excerpt from the episode: Tob…
- Value Investing in Industrials with a Growth TwistDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Mowery discussed Value Investing in Industrials with a Growth Twist. Here’s an excerpt from …
- VALUE: After Hours (S05 E39): Grizzly Rock’s Kyle Mowery on European and US Industrials and ValueIn their latest episode of the VALUE: After Hours Podcast Jake Taylor, Tobias Carlisle, and Kyle Mowery discuss: Value Investing in Industrials with a Growth Twist Everything Is…
Cash is King: How Stable Capital Structures Define Reliable BusinessesDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Jakab discussed Cash is King: How Stable Capital Structures Define Reliable Businesses. Here…- Navigating the ‘Q’ Designation and ‘Greater Fool’ Theory in InvestingDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Jakab discussed Navigating the ‘Q’ Designation and ‘Greater Fool’ Theory in Investing. Here’…
- Investment Insights from Mimicry in the Natural WorldDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Jakab discussed Investment Insights from Mimicry in the Natural World. Here’s an excerpt fro…
- GameStop Mania: What Went WrongDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Jakab discussed GameStop Mania: What Went Wrong. Here’s an excerpt from the episode: Spencer…
- VALUE: After Hours (S05 E38): WSJ’s Spencer Jakab on The Revolution That Wasn’t: GameStop and RedditIn their latest episode of the VALUE: After Hours Podcast Jake Taylor, Tobias Carlisle, and Spencer Jakab discuss: GameStop Mania: What Went Wrong Investment Insights from Mimic…
Operation Twist: Can It Help Equity Prices?During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Brewster discussed Operation Twist: Can It Help Equity Prices?. Here’s an excerpt from the e…- Contrarian Optimism: The Secret to Outperforming the MarketDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Brewster discussed Contrarian Optimism: The Secret to Outperforming the Market. Here’s an ex…
- Logical Conclusion of Fundamental Analysis is a Hold Forever PeriodDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Brewster discussed Logical Conclusion of Fundamental Analysis is a Hold Forever Period. Here…
- Ben Graham Doesn’t Get Enough Credit For His Work On Quantitative Value InvestingDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Brewster discussed Ben Graham Doesn’t Get Enough Credit For His Work On Quantitative Value I…
- VALUE: After Hours (S05 E37): Value Spread Wide but Closing, and What’s Driving the Value SpreadIn their latest episode of the VALUE: After Hours Podcast Jake Taylor, Tobias Carlisle, and Bill Brewster discuss: Ben Graham Doesn’t Get Enough Credit For His Work On Quantitat…
Pollyannaish Thinking About the Impact Of Interest RatesDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and special guest Zach Abraham discussed Pollyannaish Thinking About the Impact Of Interest Rate…- Market Setting Up for Lower for LongerDuring their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and special guest Zach Abraham discussed Market Setting Up for Lower for Longer. Here’s an excer…