Value Investing Podcast
349 posts
Undervalued REITs: Finding Opportunities in Commercial Real EstateDuring their recent episode, Tobias Carlisle and Tim Melvin discussed Undervalued REITs: Finding Opportunities in Commercial Real Estate. Here's an excerpt from the episode: [Ti…
VALUE: After Hours (S08 E36): Tim Melvin: Finding Value Where Wall Street Isn’t LookingVALUE: After Hours (S08 E36): Tim Melvin: Finding Value Where Wall Street Isn’t Looking
Why the Biggest Market Risk Comes When Investors Feel SafeDuring their recent episode, Jake Taylor and Tobias Carlisle discussed Why the Biggest Market Risk Comes When Investors Feel Safe. Here’s an excerpt from the episode: [Tobias] T…- AI Ran 916,000 Backtests — Here’s What It DiscoveredDuring their recent episode, Jake Taylor and Tobias Carlisle discussed AI Ran 916,000 Backtests — Here’s What It Discovered. Here’s an excerpt from the episode: [Tobias] I think…
- Why the Next Stock Market Boom Won’t Look Like the LastDuring their recent episode, Jake Taylor and Tobias Carlisle discussed Why the Next Stock Market Boom Won’t Look Like the Last. Here’s an excerpt from the episode: They just ten…
- Why the 60/40 Portfolio Doesn’t Always Protect InvestorsDuring their recent episode, Jake Taylor and Tobias Carlisle discussed Why the 60/40 Portfolio Doesn’t Always Protect Investors. Here’s an excerpt from the episode: [Tobias] And…
- VALUE: After Hours (S08 E35): The Singularity Is Priced In (That’s the Problem)During their recent episode, Jake Taylor and Tobias Carlisle discussed: AI Ran 916,000 Backtests — Here’s What It Discovered Why the 60/40 Portfolio Doesn’t Always Protect Inves…
Can South Korea’s Corporate Governance Reforms Unlock Lasting Value?During their recent episode, Taylor, Carlisle, and Ryan Albert discussed Can South Korea’s Corporate Governance Reforms Unlock Lasting Value?. Here’s an excerpt from the episode…- South Korea vs. Japan: Where Are the Best Value Investing Opportunities?During their recent episode, Taylor, Carlisle, and Ryan Albert discussed South Korea vs. Japan: Where Are the Best Value Investing Opportunities? Here’s an excerpt from the epis…
- How Shareholder Activism Could Unlock Hidden ValueDuring their recent episode, Taylor, Carlisle, and Ryan Albert discussed How Shareholder Activism Could Unlock Hidden Value. Here’s an excerpt from the episode: [Ryan] Sure. I c…
- Why South Korean Stocks Trade at a Discount — And Why That Could ChangeDuring their recent episode, Taylor, Carlisle, and Ryan Albert discussed Why South Korean Stocks Trade at a Discount — And Why That Could Change. Here’s an excerpt from the epis…
- VALUE: After Hours (S08 E34): Korea’s Hidden Value: Activism, AI & Golfzon | Ryan AlbertDuring their recent episode, Taylor, Carlisle, and Ryan Albert discussed: Why South Korean Stocks Trade at a Discount — And Why That Could Change How Shareholder Activism Could …
Are Long-Term Treasury Bonds Finally Worth Buying?During their recent episode, Taylor, Carlisle, and Jeff Weniger discussed Are Long-Term Treasury Bonds Finally Worth Buying? Here’s an excerpt from the episode: Now, again, this…- Why the Magnificent Seven Are Holding Up the Stock MarketDuring their recent episode, Taylor, Carlisle, and Jeff Weniger discussed Why the Magnificent Seven Are Holding Up the Stock Market. Here’s an excerpt from the episode: [Jeff] W…
- Rising Bond Yields: The Biggest Threat to Stocks?During their recent episode, Taylor, Carlisle, and Jeff Weniger discussed Rising Bond Yields: The Biggest Threat to Stocks? Here’s an excerpt from the episode: [Jeff] I mean, yo…
- Is the Stock Market Already Crashing Beneath the Surface?During their recent episode, Taylor, Carlisle, and Jeff Weniger discussed Is the Stock Market Already Crashing Beneath the Surface? Here’s an excerpt from the episode: [Jeff] We…
- VALUE: After Hours (S08 E33): Small Caps Are About to Have Their Moment | Jeff WenigerDuring their recent episode, Taylor, Carlisle, and Jeff Weniger discussed: Is the Stock Market Already Crashing Beneath the Surface? Rising Bond Yields: The Biggest Threat to St…
Pool Corp Stock: A Buying Opportunity After the COVID Boom?During their recent episode, Taylor, Carlisle, and Jonathan Boyar discussed Pool Corp Stock: A Buying Opportunity After the COVID Boom?. Here’s an excerpt from the episode: [Jon…