Podcasts
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Beyond the Knockout Punch: Why Microcaps Struggle with Business DiversificationDuring their recent episode, Taylor, Carlisle, and Claremon discussed Beyond the Knockout Punch: Why Microcaps Struggle with Business Diversification, here’s an excerpt from the…- Why Unsexy Industrial Businesses Are Ideal for Microcap BuyoutsDuring their recent episode, Taylor, Carlisle, and Claremon discussed Why Unsexy Industrial Businesses Are Ideal for Microcap Buyouts, here’s an excerpt from the episode: Tobias…
- VALUE: After Hours (S06 E18): Ben Claremon on Devonshire Partners’ Micro Public-to-Private Equity StratIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Ben Claremon discuss: Why Unsexy Industrial Businesses Are Ideal for Microcap Buyout…
The Cockroach PortfolioDuring their recent episode, Taylor, Carlisle, and Buck discussed The Cockroach Portfolio, here’s an excerpt from the episode: Jason: Exactly. No lube. So, basically, my partner…- The Religious Wars of InvestingDuring their recent episode, Taylor, Carlisle, and Buck discussed The Religious Wars of Investing, here’s an excerpt from the episode: Jason: That’s obscene. Exactly. It comes a…
- How the Four-Quadrant Model Simplifies Asset Allocationhttps://youtu.be/P6n7aFYUkk4During their recent episode, Taylor, Carlisle, and Buck discussed How the Four-Quadrant Model Simplifies Asset Allocation, here’s an excerpt from the…
- The Impact of Moneyball Strategy Across Different Sports and Financial MarketsDuring their recent episode, Taylor, Carlisle, and Buck discussed The Impact of Moneyball Strategy Across Different Sports and Financial Markets, here’s an excerpt from the epis…
- VALUE: After Hours (S06 E17): Jason C. Buck on the Mutiny Fund, the Cockroach Portfolio and VolatilityIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Jason Buck discuss: The Impact of Moneyball Strategy Across Different Sports and Fin…
Avoiding Growth Traps & Value TrapsDuring their recent episode, Taylor, Carlisle, and Ashton discussed Avoiding Growth Traps & Value Traps, here’s an excerpt from the episode: Tobias: Zeke, let me just go back to…- Fractals in Business: Insights on Patterns and Capital AllocationDuring their recent episode, Taylor, Carlisle, and Ashton discussed Fractals in Business: Insights on Patterns and Capital Allocation, here’s an excerpt from the episode: Tobias…
- How to Spot Long-Term Value in Overlooked Small Cap StocksDuring their recent episode, Taylor, Carlisle, and Ashton discussed How to Spot Long-Term Value in Overlooked Small Cap Stocks, here’s an excerpt from the episode: Zeke: Yeah. T…
- Why Margin of Safety Matters More Than EverDuring their recent episode, Taylor, Carlisle, and Ashton discussed Why Margin of Safety Matters More Than Ever, here’s an excerpt from the episode: And also, after 2022, which …
- VALUE: After Hours (S06 E16): Zeke Ashton on value investing in the early 2000s and his returnIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Zeke Ashton discuss: Why Margin of Safety Matters More Than Ever How to Spot Long-Te…
Small-Cap Financials: An Overlooked Niche for Value InvestorsDuring their recent episode, Taylor, Carlisle, Daniel, and Collins discussed Small-Cap Financials: An Overlooked Niche for Value Investors, here’s an excerpt from the episode: T…- EVs and Catalytic Converters: Rethinking the Demand for PlatinumDuring their recent episode, Taylor, Carlisle, Daniel, and Collins discussed EVs and Catalytic Converters: Rethinking the Demand for Platinum, here’s an excerpt from the episode…
- Cannabis Producer Moats: How Glass House Wins on Cost of ProductionDuring their recent episode, Taylor, Carlisle, Daniel, and Collins discussed Cannabis Producer Moats: How Glass House Wins on Cost of Production, here’s an excerpt from the epis…
- Wile E. Coyote vs. The Road Runner: Can Anyone Catch Elon Musk’s FSD Hype?During their recent episode, Taylor, Carlisle, Daniel, and Collins discussed Wile E. Coyote vs. The Road Runner: Can Anyone Catch Elon Musk’s FSD Hype?, here’s an excerpt from t…
- VALUE: After Hours (S06 E15): Seawolf’s Vinny Daniel and Porter Collins on the economy, value and banksIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, Vinny Daniels, and Porter Collins discuss: Wile E. Coyote vs. The Road Runner: Can Anyon…