Value Investing Podcast
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VALUE: After Hours (S08 E04): Unemployed Value Degen on Abacus ($ABX), Newell Brands ($NWL) and Ramaco Resources ($METC)During their recent episode, Taylor, Carlisle, and Unemployed Value Degen (Stephen Farrington) discussed: Small-Cap Value Stocks Are Beating Growth Again — Is the Rotation Real?…
VALUE: After Hours (S08 E03): The Four Idols of Investing: Wealth, Power, Pleasure, and HonorDuring their recent episode, Taylor, Carlisle, and Ian Cassel discussed The Four Idols of Investing: Wealth, Power, Pleasure, and Honor. Here’s an excerpt from the episode: Jake…- VALUE: After Hours (S08 E03): Rabbits, Assassins, and Hunters: How Investors Really Lose MoneyDuring their recent episode, Taylor, Carlisle, and Ian Cassel discussed Rabbits, Assassins, and Hunters: How Investors Really Lose Money. Here’s an excerpt from the episode: Wha…
- VALUE: After Hours (S08 E03): Letting Winners Run: The Difference Between 20% Gains and 1,000% ReturnsDuring their recent episode, Taylor, Carlisle, and Ian Cassel discussed Letting Winners Run: The Difference Between 20% Gains and 1,000% Returns. Here’s an excerpt from the epis…
- VALUE: After Hours (S08 E03): Why Even Elite Investors Are Only Right Half the TimeDuring their recent episode, Taylor, Carlisle, and Ian Cassel discussed Why Even Elite Investors Are Only Right Half the Time. Here’s an excerpt from the episode: Ian: I’ve been…
- VALUE: After Hours (S08 E03): Ian Cassel on MicroCapClub, the PlanetMicroCap acquisition and IntelligentCMDuring their recent episode, Taylor, Carlisle, and Ian Cassel discussed: Why Even Elite Investors Are Only Right Half the Time Letting Winners Run: The Difference Between 20% Ga…
VALUE: After Hours (S08 E02): Healthcare Spending as a Share of GDP: U.S. vs. the WorldDuring their recent episode, Taylor, Carlisle, and Andrew Summers discussed Is Healthcare Spending as a Share of GDP: U.S. vs. the World. Here’s an excerpt from the episode: And…- VALUE: After Hours (S08 E02): GLP-1 Drugs as a ‘Magic Pill’: Obesity, Heart, Cognitive BenefitsDuring their recent episode, Taylor, Carlisle, and Andrew Summers discussed GLP-1 Drugs as a ‘Magic Pill’: Obesity, Heart, Cognitive Benefits. Here’s an excerpt from the episode…
- VALUE: After Hours (S08 E02): 2026–2030 Patent Cliff: Biggest in Pharma HistoryDuring their recent episode, Taylor, Carlisle, and Andrew Summers discussed 2026–2030 Patent Cliff: Biggest in Pharma History. Here’s an excerpt from the episode: Now, the one t…
- VALUE: After Hours (S08 E02): Healthcare Investing ExplainedDuring their recent episode, Taylor, Carlisle, and Andrew Summers discussed Healthcare Investing Explained. Here’s an excerpt from the episode: Andrew: Sure. So, I’ve spent the …
- VALUE: After Hours (S08 E02): Andrew Summers of Summers Value Partners on healthcare, biotech $GILD, $QURE and $ELMDDuring their recent episode, Taylor, Carlisle, and Andrew Summers discussed: Healthcare Investing Explained 2026–2030 Patent Cliff: Biggest in Pharma History GLP-1 Drugs as a “M…
VALUE: After Hours (S08 E01): Strategic Catalysts: How Warner Bros. Created an Auction for Its AssetsDuring their recent episode, Taylor, Carlisle, and Gary Mishuris discussed Strategic Catalysts: How Warner Bros. Created an Auction for Its Assets. Here’s an excerpt from the ep…- VALUE: After Hours (S08 E01): The Price Asks the Question: A Mental Model Every Investor Should KnowDuring their recent episode, Taylor, Carlisle, and Gary Mishuris discussed The Price Asks the Question: A Mental Model Every Investor Should Know. Here’s an excerpt from the epi…
- VALUE: After Hours (S08 E01): Why the Hunt for the Next Amazon Loses More Money Than It MakesDuring their recent episode, Taylor, Carlisle, and Gary Mishuris discussed Why the Hunt for the Next Amazon Loses More Money Than It Makes. Here’s an excerpt from the episode: J…
- VALUE: After Hours (S08 E01): How Value Investors Use Intrinsic Value Without Predicting the FutureDuring their recent episode, Taylor, Carlisle, and Gary Mishuris discussed How Value Investors Use Intrinsic Value Without Predicting the Future. Here’s an excerpt from the epis…
- VALUE: After Hours (S08 E01): Gary Mishuris On $PHIN And $WBD, Options And Intrinsic Value InvestingDuring their recent episode, Taylor, Carlisle, and Gary Mishuris discussed: How Value Investors Use Intrinsic Value Without Predicting the Future The Price Asks the Question: A …
VALUE: After Hours (S07 E45): The Library of Mistakes and Learning From Repeated ErrorsDuring their recent episode, Taylor, Carlisle, and Russell Napier discussed The Library of Mistakes and Learning From Repeated Errors. Here’s an excerpt from the episode: Russel…- VALUE: After Hours (S07 E45): Re-Industrialization, Friend-Shoring, and the Anti-China ShiftDuring their recent episode, Taylor, Carlisle, and Russell Napier discussed Re-Industrialization, Friend-Shoring, and the Anti-China Shift. Here’s an excerpt from the episode: R…