Podcasts
Page 33
When To SellIn their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed When To Sell. Here’s an excerpt from the episode: Bill: So, just before we mo…- A Lot Of Quality Companies Down 90%In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed A Lot Of Quality Companies Down 90%. Here’s an excerpt from the episode: Tobi…
- Munger’s Win-Win-Win Investing StrategyIn their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Munger’s Win-Win-Win Investing Strategy. Here’s an excerpt from the episode: …
- We’re In A Cotton Eye Joe MarketIn their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed We’re In A Cotton Eye Joe Market. Here’s an excerpt from the episode: Tobias:…
- VALUE: After Hours (S04 E022): Quality, Cotton-Eye Joe Market, Markets in TurmOIL! and Metal DetectionIn their latest episode of the VALUE: After Hours Podcast, Bill Brewster Jake Taylor, and Tobias Carlisle discuss: We’re In A Cotton Eye Joe Market Munger’s Win-Win-Win Investin…
Be Prepared To Adapt Your Investing StrategyIn their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Be Prepared To Adapt Your Investing Strategy. Here’s an excerpt from the epis…- Investors Should Beware When Cloning 13F’sIn their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Investors Should Beware When Cloning 13F’s. Here’s an excerpt from the episod…
- You Just Can’t Overpay For Quality!In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed You Just Can’t Overpay For Quality! Here’s an excerpt from the episode: Jake:…
- The Best Investing Strategy Going ForwardIn their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed The Best Investing Strategy Going Forward. Here’s an excerpt from the episode…
- VALUE: After Hours (S04 E021): Chesterton’s Fence; When Quality Fails; Inflation, Data and PredictionsIn their latest episode of the VALUE: After Hours Podcast, Bill Brewster Jake Taylor, and Tobias Carlisle discuss: Use Randomization For Better Returns Continually Adapt Your St…
Do Lower Valuations Represent Good Value?In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Do Lower Valuations Represent Good Value? Here’s an excerpt from the episode:…- Michael Burry Shorts $AAPLIn their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Michael Burry Shorts $AAPL. Here’s an excerpt from the episode: Tobias: Burry…
- Cheap TechIn their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Cheap Tech. Here’s an excerpt from the episode: Tobias: Well, there’s still t…
- Spock’s Predictions Were Wrong 83% Of The TimeIn their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Spock’s Predictions Were Wrong 83% Of The Time. Here’s an excerpt from the ep…
- VALUE: After Hours (S04 E020): Scouts vs Soldiers, $RH, Macro Crashes, Cheap Tech and CommoditiesIn their latest episode of the VALUE: After Hours Podcast, Bill Brewster Jake Taylor, and Tobias Carlisle discuss: Why It’s So Difficult To Value Businesses Right Now This Marke…
Iron Worm Success Led To Disastrous Investment OutcomeIn their recent episode of the VALUE: After Hours Podcast, Cassel, Taylor, and Carlisle discussed Iron Worm Success Led To Disastrous Investment Outcome. Here’s an excerpt from …- Investors Always Say They’re Long-Term At The TopIn their recent episode of the VALUE: After Hours Podcast, Cassel, Taylor, and Carlisle discussed Investors Always Say They’re Long-Term At The Top. Here’s an excerpt from the e…
- Is This A Crash or Megabear?In their recent episode of the VALUE: After Hours Podcast, Cassel, Taylor, and Carlisle discussed Is This A Crash or Megabear? Here’s an excerpt from the episode: Tobias: My gue…