Podcasts
Page 2
Invest in Durable BrandsDuring their recent episode, Taylor, Carlisle, Ben Beneche discussed Invest in Durable Brands. Here’s an excerpt from the episode: Tobias: Durability is something that I’m parti…- Use Owner Earnings and Opportunity Cost to Drive Valuation DecisionsDuring their recent episode, Taylor, Carlisle, Ben Beneche discussed Use Owner Earnings and Opportunity Cost to Drive Valuation Decisions. Here’s an excerpt from the episode: To…
- VALUE: After Hours (S06 E40): Undervalued stocks in Japan and England with Ben Beneche, co-founder Tourbillon PartnersIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Ben Beneche discuss: Use Owner Earnings and Opportunity Cost to Drive Valuation Deci…
Finding Long-Term Winners in Packaging and Exchange StocksDuring their recent episode, Taylor, Carlisle, and George Livadis discussed Finding Long-Term Winners in Packaging and Exchange Stocks. Here’s an excerpt from the episode: Tobia…- From Internet Backbone to Bankruptcy: The Cautionary Tale of NortelDuring their recent episode, Taylor, Carlisle, and George Livadis discussed From Internet Backbone to Bankruptcy: The Cautionary Tale of Nortel. Here’s an excerpt from the episo…
- Why Mid-Caps Offer the Sweet Spot for InvestorsDuring their recent episode, Taylor, Carlisle, and George Livadis discussed Why Mid-Caps Offer the Sweet Spot for Investors. Here’s an excerpt from the episode: Tobias: I feel l…
- Nvidia: The Company That Sucked All the Oxygen Out of the MarketDuring their recent episode, Taylor, Carlisle, and George Livadis discussed Nvidia: The Company That Sucked All the Oxygen Out of the Market. Here’s an excerpt from the episode:…
- VALUE: After Hours (S06 E39): European shorts, packaging, and financials with investor George LivadisIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and George Livadis discuss: Nvidia: The Company That Sucked All the Oxygen Out of the Ma…
Modern Examples of The Power of BuybacksDuring their recent episode, Tobias Carlisle and Mike Meixler discussed Modern Examples of The Power of Buybacks. Here’s an excerpt from the episode: Tobias: The last 10 years o…- Why Every Investor Should Hold Gold In Their PortfolioDuring their recent episode, Tobias Carlisle and Mike Meixler discussed Why Every Investor Should Hold Gold In Their Portfolio. Here’s an excerpt from the episode: Tobias: Let’s…
- Avoiding Value Traps with Capital Cycle TheoryDuring their recent episode, Tobias Carlisle and Mike Meixler discussed Avoiding Value Traps with Capital Cycle Theory. Here’s an excerpt from the episode: Tobias: -and other ki…
- The Cockroach Theory: Investing in Companies That Withstand Economic RecessionDuring their recent episode, Tobias Carlisle and Mike Meixler discussed The Cockroach Theory: Investing in Companies That Withstand Economic Recession. Here’s an excerpt from th…
Why Oil Will Remain EssentialDuring their recent episode, Taylor, Carlisle, and Conor Maguire discussed Why Oil Will Remain Essential. Here’s an excerpt from the episode: Tobias: Glorious future. I’ve got a…- UK Stock Market Woes: Why Domestic Investors Are Turning AwayDuring their recent episode, Taylor, Carlisle, and Conor Maguire discussed UK Stock Market Woes: Why Domestic Investors Are Turning Away. Here’s an excerpt from the episode: Tob…
- Finding Your Ikigai: The Secret to Long-Term Success in InvestingDuring their recent episode, Taylor, Carlisle, and Conor Maguire discussed Finding Your Ikigai: The Secret to Long-Term Success in Investing. Here’s an excerpt from the episode:…
- Maximizing Upside: A Framework for Asymmetric Risk-Reward ProfilesDuring their recent episode, Taylor, Carlisle, and Conor Maguire discussed Maximizing Upside: A Framework for Asymmetric Risk-Reward Profiles. Here’s an excerpt from the episode…
- VALUE: After Hours (S06 E37): Special situations in Europe and the UK with Investor Conor MaguireIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Conor Maguire discuss: Maximizing Upside: A Framework for Asymmetric Risk-Reward Pro…
How Jensen’s Inequality Can Help You Avoid Hidden Investment RisksDuring their recent episode, Taylor, Carlisle, and Brendan Hughes discussed How Jensen’s Inequality Can Help You Avoid Hidden Investment Risks. Here’s an excerpt from the episod…