Podcasts
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VALUE: After Hours (S04 E38): No Panic, Value Investing in the 70s, 10-3 Treasury Inversion, Pace LayersIn their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Value Investing In The 70s No Panic But 2022 Daily Declines O…
When Is The Market Not Expensive?In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss When Is The Market Not Expensive?. Here’s an excerpt from the episode: Tobias: …- David Einhorn Positive About The Future Of ValueIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss David Einhorn Positive About The Future Of Value. Here’s an excerpt from the ep…
- Ten Things That Derail Peter Leyden’s FutureIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Ten Things That Derail Peter Leyden’s Future. Here’s an excerpt from the episod…
- Chuck Akre On Recouping Bear Market LossesIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Chuck Akre On Recouping Bear Market Losses. Here’s an excerpt from the episode:…
- VALUE: After Hours (S04 E37): Cathie Wood and Charles Akre, Ten Things That Derail Peter Leyden’s FutureIn their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Chuck Akre On Recouping Bear Market Losses Ten Things That De…
Peter Leyden – The Next Big Long Tech BoomIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Peter Leyden – The Next Big Long Tech Boom. Here’s an excerpt from the episode:…- Why Has The EV/EBIT Spread Blown Out?In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Why Has The EV/EBIT Spread Blown Out?. Here’s an excerpt from the episode: Bill…
- The Reason Analysts Systematically Overshoot On EarningsIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss The Reason Analysts Systematically Overshoot On Earnings. Here’s an excerpt fro…
- Investors Are Extremely Bearish But Still Holding StocksIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Investors Are Extremely Bearish But Still Holding Stocks. Here’s an excerpt fro…
- VALUE: After Hours (S04 E36): Analysts Predicting Growth, Peter Leyden Futurism, Letter to the FedIn their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Investors Are Extremely Bearish But Still Holding Stocks The …
Finding Cheap Opportunities TodayIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Finding Cheap Opportunities Today. Here’s an excerpt from the episode: Tobias: …- Now Is Not The Time To SellIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Now Is Not The Time To Sell. Here’s an excerpt from the episode: Tobias: It’s n…
- An Amazon RetrospectiveIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss An Amazon Retrospective. Here’s an excerpt from the episode: Jake: Yeah, or off…
- Your Odds Of Picking Long-Term Growth Companies Are No Better Than A Coin FlipIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Your Odds Of Picking Long-Term Growth Companies Are No Better Than A Coin Flip.…
- VALUE: After Hours (S04 E35): Predicting Growth, Dalio Steps Down, Musk v $TWTR Back On, $AMZN RetrospectiveIn their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Predicting Growth An Amazon Retrospective Musk v Twitter Is B…
Chaotic Selling Is The Signal To Buy, Not The Signal To SellIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Chaotic Selling Is The Signal To Buy, Not The Signal To Sell. Here’s an excerpt…- Get Your Man-Overboard Plans Ready Before It’s Too LateIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Get Your Man-Overboard Plans Ready Before It’s Too Late. Here’s an excerpt from…