Value Investing Podcast
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VALUE: After Hours (S07 E41): HHH: Bill Ackman’s Berkshire-Style Experiment or a Value TrapDuring their recent episode, Tobias Carlisle and Jonathan Boyar discussed HHH: Bill Ackman’s Berkshire-Style Experiment or a Value Trap. Here’s an excerpt from the episode: Jona…- VALUE: After Hours (S07 E41): Why Asset-Heavy Businesses Are Undervalued — And How Investors Can ProfitDuring their recent episode, Tobias Carlisle and Jonathan Boyar discussed Why Asset-Heavy Businesses Are Undervalued — And How Investors Can Profit. Here’s an excerpt from the e…
- VALUE: After Hours (S07 E41): The Rise of Passive Investing Is Distorting MarketsDuring their recent episode, Tobias Carlisle and Jonathan Boyar discussed The Rise of Passive Investing Is Distorting Markets. Here’s an excerpt from the episode: Jonathan: I th…
- VALUE: After Hours (S07 E41): How to Avoid Value Traps Before They Blow UpDuring their recent episode, Tobias Carlisle and Jonathan Boyar discussed How to Avoid Value Traps Before They Blow Up. Here’s an excerpt from the episode: Jonathan: It’s diffic…
- VALUE: After Hours (S07 E41): Jonathan Boyar on opportunistic value in $UBER, $UNF, $HHH, $MSGS, $BATRA and $MRKDuring their recent episode, Taylor, Carlisle, and Jonathan Boyar discussed: How to Avoid Value Traps Before They Blow Up The Rise of Passive Investing Is Distorting Markets Why…
VALUE: After Hours (S07 E40): AI As An Existential CrisisDuring their recent episode, Taylor, Carlisle, and Seth Cogswell discussed AI As An Existential Crisis. Here’s an excerpt from the episode: Seth: There’re some financial shenani…- VALUE: After Hours (S07 E40): The AI Paradox: Why Tech Burns Cash While Other Sectors Capture the ValueDuring their recent episode, Taylor, Carlisle, and Seth Cogswell discussed The AI Paradox: Why Tech Burns Cash While Other Sectors Capture the Value. Here’s an excerpt from the …
- VALUE: After Hours (S07 E40): Why Apple and Microsoft Could Fall 50–70% and Still Be OvervaluedDuring their recent episode, Taylor, Carlisle, and Seth Cogswell discussed Why Apple and Microsoft Could Fall 50–70% and Still Be Overvalued. Here’s an excerpt from the episode:…
- VALUE: After Hours (S07 E40): The Passive Investing Problem No One Talks About: Hidden RiskDuring their recent episode, Taylor, Carlisle, and Seth Cogswell discussed The Passive Investing Problem No One Talks About: Hidden Risk. Here’s an excerpt from the episode: Set…
- VALUE: After Hours (S07 E40): Running Oak’s Seth Cogswell on his Efficient Growth StrategyDuring their recent episode, Taylor, Carlisle, and Seth Cogswell discussed: The Passive Investing Problem No One Talks About: Hidden Risk Why Apple and Microsoft Could Fall 50–7…
VALUE: After Hours (S07 E39): Why the U.S. Is Still the Best Place for Capital to GrowDuring their recent episode, Taylor, Carlisle, and Bogumil Baranowski discussed Why the U.S. Is Still the Best Place for Capital to Grow. Here’s an excerpt from the episode: Bog…- VALUE: After Hours (S07 E39): Why Having No Price Target Can Make You a Better InvestorDuring their recent episode, Taylor, Carlisle, and Bogumil Baranowski discussed Why Having No Price Target Can Make You a Better Investor. Here’s an excerpt from the episode: Bo…
- VALUE: After Hours (S07 E39): Forgotten Money and Forgotten Stocks: The Peaceful Portfolio ConceptDuring their recent episode, Taylor, Carlisle, and Bogumil Baranowski discussed Forgotten Money and Forgotten Stocks: The Peaceful Portfolio Concept. Here’s an excerpt from the …
- VALUE: After Hours (S07 E39): I’m a Value Buyer but a Growth HolderDuring their recent episode, Taylor, Carlisle, and Bogumil Baranowski discussed I’m a Value Buyer but a Growth Holder. Here’s an excerpt from the episode: Bogumil: I love the la…
- VALUE: After Hours (S07 E39): Bogumil Baranowski on Freedom, Mindfulness, Patience, and the Art of InvestingDuring their recent episode, Taylor, Carlisle, and Bogumil Baranowski discussed: I’m a Value Buyer but a Growth Holder Forgotten Money and Forgotten Stocks: The Peaceful Portfol…
VALUE: After Hours (S07 E38): Small Cap Investing and Lessons from ScoutingDuring their recent episode, Taylor, Carlisle, and Adam Wilk discussed Small Cap Investing and Lessons from Scouting. Here’s an excerpt from the episode: Tobias: Adam, small cap…- VALUE: After Hours (S07 E38): The Chipmunk Analogy: Reputation, Risk, and SurvivalDuring their recent episode, Taylor, Carlisle, and Adam Wilk discussed The Chipmunk Analogy: Reputation, Risk, and Survival. Here’s an excerpt from the episode: Jake: [chuckles]…
- VALUE: After Hours (S07 E38): APi Group (APG): A Hidden Leader in Fire and Life Safety ServicesDuring their recent episode, Taylor, Carlisle, and Adam Wilk discussed APi Group (APG): A Hidden Leader in Fire and Life Safety Services. Here’s an excerpt from the episode: Tob…