Podcasts
Page 6
Understanding Reproducible Strategies in InvestmentDuring their recent episode, Taylor, Carlisle, and Luca Dellanna discussed Understanding Reproducible Strategies in Investment, here’s an excerpt from the episode: Jake: So, my …- Value Investing and Ergodicity: A Framework for Long-Term SuccessDuring their recent episode, Taylor, Carlisle, and Luca Dellanna discussed Value Investing and Ergodicity: A Framework for Long-Term Success, here’s an excerpt from the episode:…
- Ergodicity in Action: A Story of Ski Racing and InvestmentDuring their recent episode, Taylor, Carlisle, and Luca Dellanna discussed Ergodicity in Action: A Story of Ski Racing and Investment, here’s an excerpt from the episode: Luca: …
- VALUE: After Hours (S06 E25): Luca Dellanna on his books Winning Long-Term Games and ErgodicityIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Luca Dellanna discuss: Ergodicity in Action: A Story of Ski Racing and Investment Va…
Some Stocks Trade Like Apartment Blocks And Others Like RembrandtsDuring their recent episode, Taylor, Carlisle, and Brewster discussed Some Stocks Trade Like Apartment Blocks And Others Like Rembrandts, here’s an excerpt from the episode: Tob…- Is AI Worth the Environmental Cost?During their recent episode, Taylor, Carlisle, and Brewster discussed Is AI Worth the Environmental Cost?, here’s an excerpt from the episode: Bill: Got through unscathed. You k…
- The Case for a “Small-Cap Summer”During their recent episode, Taylor, Carlisle, and Brewster discussed The Case for a “Small-Cap Summer”, here’s an excerpt from the episode: Tobias: It took me a little bit of t…
- Can Berkshire’s Investing Lieutenants Carry the Mantle?During their recent episode, Taylor, Carlisle, and Brewster discussed Can Berkshire’s Investing Lieutenants Carry the Mantle?, here’s an excerpt from the episode: Tobias: Let’s …
- VALUE: After Hours (S06 E24): Bill Brewster’s back on Roaring Kitty, $NVDA, $TSLA, Isotopes, Small CapsIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Bill Brewster discuss: Can Berkshire’s Investing Lieutenants Carry the Mantle? The C…
Exploring Fishbone Diagrams: A Visual Tool for Root Cause AnalysisDuring their recent episode, Taylor, Carlisle, and Matt Sweeney discussed Exploring Fishbone Diagrams: A Visual Tool for Root Cause Analysis, here’s an excerpt from the episode:…- Why Biologic Drugs Are the Future: A Look at Industry TrendsDuring their recent episode, Taylor, Carlisle, and Matt Sweeney discussed Why Biologic Drugs Are the Future: A Look at Industry Trends, here’s an excerpt from the episode: Tobia…
- Why Pod Shops Are Gaining Popularity Among Large Capital PoolsDuring their recent episode, Taylor, Carlisle, and Matt Sweeney discussed Why Pod Shops Are Gaining Popularity Among Large Capital Pools, here’s an excerpt from the episode: Tob…
- Finding Value in Optically Expensive Stocks: A Deep DiveDuring their recent episode, Taylor, Carlisle, and Matt Sweeney discussed Finding Value in Optically Expensive Stocks: A Deep Dive, here’s an excerpt from the episode: Matthew: …
- VALUE: After Hours (S06 E23): Matthew Sweeney on Laughing Water’s Boutique Concentrated Value StrategyIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Matt Sweeney discuss: Finding Value in Optically Expensive Stocks: A Deep Dive Why P…
Navigating Public Markets with a Private Equity MindsetDuring their recent episode, Taylor, Carlisle, and Robert G Hagstrom discussed Navigating Public Markets with a Private Equity Mindset, here’s an excerpt from the episode: Rober…- How Isaac Asimov’s Theories on Creativity Can Inspire Modern InnovationDuring their recent episode, Taylor, Carlisle, and Robert G Hagstrom discussed How Isaac Asimov’s Theories on Creativity Can Inspire Modern Innovation, here’s an excerpt from th…
- How to Apply Buffett’s Snickers Bar Analogy to InvestingDuring their recent episode, Taylor, Carlisle, and Robert G Hagstrom discussed How to Apply Buffett’s Snickers Bar Analogy to Investing, here’s an excerpt from the episode: Robe…
- Buffett’s Purposeful Detachment from the Stock MarketDuring their recent episode, Taylor, Carlisle, and Robert G Hagstrom discussed Buffett’s Purposeful Detachment from the Stock Market, here’s an excerpt from the episode: Tobias:…