Podcasts
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Cannabis: From a Schedule 1 Drug to Reducing Alcoholism and Workplace InjuriesDuring their recent episode, Taylor, Carlisle, and Asif Suria discussed Cannabis: From a Schedule 1 Drug to Reducing Alcoholism and Workplace Injuries, here’s an excerpt from th…
VALUE: After Hours (S06 E29): Mindset Value’s Aaron Edelheit on value investing in cannabis and hempIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Aaron Edelheit discuss: Cannabis: From a Schedule 1 Drug to Reducing Alcoholism and …
Lessons from Shinsei: Duration Over Short-Term ReturnsDuring their recent episode, Taylor, Carlisle, and Asif Suria discussed Lessons from Shinsei: Duration Over Short-Term Returns, here’s an excerpt from the episode: Tobias: Good …
The Power of Insider Buys: Spotting Strong Signals from Key ExecutivesDuring their recent episode, Taylor, Carlisle, and Asif Suria discussed The Power of Insider Buys: Spotting Strong Signals from Key Executives, here’s an excerpt from the episod…
Corporate Spinoffs: Should You Invest in RemainCo or BadCo?During their recent episode, Taylor, Carlisle, and Asif Suria discussed Corporate Spinoffs: Should You Invest in RemainCo or BadCo?, here’s an excerpt from the episode: Tobias: …
Mastering Event-Driven InvestingDuring their recent episode, Taylor, Carlisle, and Asif Suria discussed Mastering Event-Driven Investing, here’s an excerpt from the episode: Asif: Yes. Event driven investing o…
VALUE: After Hours (S06 E28): Asif Suria on The Event-Driven Edge in Investing and Special SituationsIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Asif Suria discuss: Mastering Event-Driven Investing Corporate Spinoffs: Should You …
The Power of ‘I Don’t Know’: A Logical Riddle to Test Your Reasoning SkillsDuring their recent episode, Taylor, Carlisle, and Pieter Slegers discussed The Power of ‘I Don’t Know’: A Logical Riddle to Test Your Reasoning Skills, here’s an excerpt from t…
Cybernetics as a Mental Model: Understanding Systems and Control MechanismsDuring their recent episode, Taylor, Carlisle, and Pieter Slegers discussed Cybernetics as a Mental Model: Understanding Systems and Control Mechanisms, here’s an excerpt from t…
Adapting Your Investment Strategy: Evolving with Market ChangesDuring their recent episode, Taylor, Carlisle, and Pieter Slegers discussed Adapting Your Investment Strategy: Evolving with Market Changes, here’s an excerpt from the episode: …
How to Use Reverse DCF and EPS Growth Models in Quality InvestingDuring their recent episode, Taylor, Carlisle, and Pieter Slegers discussed How to Use Reverse DCF and EPS Growth Models in Quality Investing, here’s an excerpt from the episode…
VALUE: After Hours (S06 E27): Quality Compounding’s Pieter Slegers on The Art of Quality InvestingIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Pieter Slegers discuss: How to Use Reverse DCF and EPS Growth Models in Quality Inve…
Unlocking Investment Intuition: Lessons from Chicken SexingDuring their recent episode, Taylor, Carlisle, and Adam Mead discussed Unlocking Investment Intuition: Lessons from Chicken Sexing, here’s an excerpt from the episode: Tobias: J…
Regular Portfolio Cleaning Enhances Investment FocusDuring their recent episode, Taylor, Carlisle, and Adam Mead discussed Regular Portfolio Cleaning Enhances Investment Focus, here’s an excerpt from the episode: Jake: I was just…
Watchlist Investing And The Neighbor’s House AnalogyDuring their recent episode, Taylor, Carlisle, and Adam Mead discussed Watchlist Investing And The Neighbor’s House Analogy, here’s an excerpt from the episode: Tobias: [crossta…
Buffett’s Willingness To Be WrongDuring their recent episode, Taylor, Carlisle, and Adam Mead discussed Buffett’s Willingness To Be Wrong, here’s an excerpt from the episode: Jake: Anything appreciable on somet…
VALUE: After Hours (S06 E26): Adam Mead on The Financial History of Berkshire and Warren BuffettIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Adam Mead discuss: Buffett’s Willingness To Be Wrong Watchlist Investing And The Nei…
Why Society Needs More ‘Elon Musks’ with Better Risk ManagementDuring their recent episode, Taylor, Carlisle, and Luca Dellanna discussed Why Society Needs More ‘Elon Musks’ with Better Risk Management, here’s an excerpt from the episode: J…