Value Investing Podcast
Page 11
VALUE: After Hours (S07 E45): The Myth of the Rational Economic ManDuring their recent episode, Taylor, Carlisle, and Russell Napier discussed The Myth of the Rational Economic Man. Here’s an excerpt from the episode: Russell: There is. There i…- VALUE: After Hours (S07 E45): Why Value Investing Works in Financial Repression RegimesDuring their recent episode, Taylor, Carlisle, and Russell Napier discussed Why Value Investing Works in Financial Repression Regimes. Here’s an excerpt from the episode: Russel…
- VALUE: After Hours (S07 E45): Russell Napier on The Solid Ground, Anatomy of a Bear, The Library of Mistakes and ValueDuring their recent episode, Taylor, Carlisle, and Russell Napier discussed: Why Value Investing Works in Financial Repression Regimes The Myth of the Rational Economic Man Re-I…
VALUE: After Hours (S07 E44): Why Liquor Stocks Are Screening Cheap AgainDuring their recent episode, Taylor, Carlisle, and Value Stock Geek discussed Why Liquor Stocks Are Screening Cheap Again. Here’s an excerpt from the episode: Nowadays, those ar…- VALUE: After Hours (S07 E44): Why Price-to-Sales Matters More Than Earnings at the Cycle ExtremesDuring their recent episode, Taylor, Carlisle, and Value Stock Geek discussed Why Price-to-Sales Matters More Than Earnings at the Cycle Extremes. Here’s an excerpt from the epi…
- VALUE: After Hours (S07 E44): Narratives Follow Price — Not the Other Way AroundDuring their recent episode, Taylor, Carlisle, and Value Stock Geek discussed Narratives Follow Price — Not the Other Way Around. Here’s an excerpt from the episode: Tobias: The…
- VALUE: After Hours (S07 E44): The Weird PortfolioDuring their recent episode, Taylor, Carlisle, and Value Stock Geek discussed The Weird Portfolio. Here’s an excerpt from the episode: Tobias: VSG, you had a weird portfolio for…
- VALUE: After Hours (S07 E44): Value Stock Geek on the Magnificent 7, tech, $AZO, the Weird PortfolioDuring their recent episode, Taylor, Carlisle, and Value Stock Geek discussed: The Weird Portfolio Narratives Follow Price — Not the Other Way Around Why Price-to-Sales Matters …
VALUE: After Hours (S07 E43): Can ESG and Buffett-Style Investing Coexist?During their recent episode, Taylor, Carlisle, and Todd Wenning discussed Can ESG and Buffett-Style Investing Coexist?. Here’s an excerpt from the episode: Jake: Todd, are you a…- VALUE: After Hours (S07 E43): Old Dominion Freight Line: A Case Study in Network-Effect MoatsDuring their recent episode, Taylor, Carlisle, and Todd Wenning discussed Old Dominion Freight Line: A Case Study in Network-Effect Moats. Here’s an excerpt from the episode: To…
- VALUE: After Hours (S07 E43): Leading Economic Indicators Can MisleadDuring their recent episode, Taylor, Carlisle, and Todd Wenning discussed Why Trucking Cycles May Be Turning. Here’s an excerpt from the episode: Tobias: Are you seeing any reco…
- VALUE: After Hours (S07 E43): Inside the Warhammer Flywheel: Why Games Workshop Has a Real MoatDuring their recent episode, Taylor, Carlisle, and Todd Wenning discussed Inside the Warhammer Flywheel: Why Games Workshop Has a Real Moat. Here’s an excerpt from the episode: …
- VALUE: After Hours (S07 E43): Todd Wenning on Flyover Stocks and Small Cap Moats $GMWKF, $ODFL, and $CPRTDuring their recent episode, Taylor, Carlisle, and Todd Wenning discussed: Inside the Warhammer Flywheel: Why Games Workshop Has a Real Moat Why Trucking Cycles May Be Turning O…
VALUE: After Hours (S07 E42): Goodyear & CarMax Are Great BuysDuring their recent episode, Taylor, Carlisle, and Tim Melvin discussed Goodyear & CarMax Are Great Buys. Here’s an excerpt from the episode: Let me just pull up the actual shee…- VALUE: After Hours (S07 E42): Best Small Community Bank Investments Right NowDuring their recent episode, Taylor, Carlisle, and Tim Melvin discussed Best Small Community Bank Investments Right Now. Here’s an excerpt from the episode: Something about Amer…
- VALUE: After Hours (S07 E42): Global Value Opportunities: Japan, Hong Kong & EuropeDuring their recent episode, Taylor, Carlisle, and Tim Melvin discussed Global Value Opportunities: Japan, Hong Kong & Europe. Here’s an excerpt from the episode: Tim: Yes. Well…
- VALUE: After Hours (S07 E42): The Only Numbers That Matter in Banking: Capital, NPAs & Book ValueDuring their recent episode, Taylor, Carlisle, and Tim Melvin discussed The Only Numbers That Matter in Banking: Capital, NPAs & Book Value. Here’s an excerpt from the episode: …
- VALUE: After Hours (S07 E42): Tim Melvin on Community Banks and Small Caps in Europe, Hong Kong and JapanDuring their recent episode, Taylor, Carlisle, and Tim Melvin discussed: The Only Numbers That Matter in Banking: Capital, NPAs & Book Value Global Value Opportunities: Japan, H…