Value Investing Podcast
Page 14
VALUE: After Hours (S07 E34): BNSF: Buffett’s Coup d’Œil MomentDuring their recent episode, Jake Taylor and Tobias Carlisle discussed BNSF: Buffett’s Coup d’Œil Moment. Here’s an excerpt from the episode: Jake: So, how about the second tran…- VALUE: After Hours (S07 E34): Buffett – General Re: Defensive Strategy in ActionDuring their recent episode, Jake Taylor and Tobias Carlisle discussed General Re: Defensive Strategy in Action. Here’s an excerpt from the episode: Tobias: So, the first one wa…
- VALUE: After Hours (S07 E34): Apple as Buffett’s Greatest TradeDuring their recent episode, Jake Taylor and Tobias Carlisle discussed Apple as Buffett’s Greatest Trade. Here’s an excerpt from the episode: One of the opening stories in the b…
- VALUE: After Hours (S07 E34): Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-TakingDuring their recent episode, Tobias Carlisle and Jake Taylor discussed: Buffett Meets Sun Tzu: The Spark Behind the Book Apple as Buffett’s Greatest Trade The Meaning of ‘Soldie…
VALUE: After Hours (S07 E33): Tungsten, Tin, and Critical Metals RiskDuring their recent episode, Taylor, Carlisle, and Will Thomson discussed Tungsten, Tin, and Critical Metals Risk. Here’s an excerpt from the episode: William: Well, tungsten is…- VALUE: After Hours (S07 E33): Why We Buy in the Orphan PeriodDuring their recent episode, Taylor, Carlisle, and Will Thomson discussed Why We Buy in the Orphan Period. Here’s an excerpt from the episode: William: It’s all operational thin…
- VALUE: After Hours (S07 E33): Finding Bottlenecks in MegatrendsDuring their recent episode, Taylor, Carlisle, and Will Thomson discussed Finding Bottlenecks in Megatrends. Here’s an excerpt from the episode: William: Yeah. Well, so, before …
- VALUE: After Hours (S07 E33): Surviving a Tough Decade in Real AssetsDuring their recent episode, Taylor, Carlisle, and Will Thomson discussed Surviving a Tough Decade in Real Assets. Here’s an excerpt from the episode: William: Yeah. So, I think…
- VALUE: After Hours (S07 E33): Liquid Real Assets With Will Thomson Of Massif Capital; Natural Gas, Tungsten And TinDuring their recent episode, Taylor, Carlisle, and Will Thomson discussed: Surviving a Tough Decade in Real Assets Finding Bottlenecks in Megatrends Why We Buy in the Orphan Per…
VALUE: After Hours (S07 E32): Amazon, Intangibles and the J-CurveDuring their recent episode, Taylor, Carlisle, and Kai Wu discussed Amazon, Intangibles and the J-Curve. Here’s an excerpt from the episode: Tobias: Why wouldn’t the value of in…- VALUE: After Hours (S07 E32): CapEx, AI, and the Prisoner’s DilemmaDuring their recent episode, Taylor, Carlisle, and Kai Wu discussed CapEx, AI, and the Prisoner’s Dilemma. Here’s an excerpt from the episode: Tobias: Yeah, that was where my qu…
- VALUE: After Hours (S07 E32): Value Investor Buying Big TechDuring their recent episode, Taylor, Carlisle, and Kai Wu discussed Value Investor Buying Big Tech. Here’s an excerpt from the episode: Jake: Yeah. What’s the biggest surprise j…
- VALUE: After Hours (S07 E32): PhDs Good, MBAs Bad: Sorry Business SchoolDuring their recent episode, Taylor, Carlisle, and Kai Wu discussed PhDs Good, MBAs Bad: Sorry Business School. Here’s an excerpt from the episode: Tobias: I was looking through…
- VALUE: After Hours (S07 E32): Intangible Value Investing Using AI + NLP with Kai Wu of Sparkline CapitalDuring their recent episode, Taylor, Carlisle, and Kai Wu discussed: The Four Pillars of Intangibles GAAP vs. Intangibles Amazon and the J-Curve PhDs Good, MBAs Bad: Sorry Busin…
VALUE: After Hours (S07 E31): Crocs: Ugly Shoes, Beautiful NumbersDuring their recent episode, Taylor, Carlisle, and Stephen Farrington discussed Crocs: Ugly Shoes, Beautiful Numbers. Here’s an excerpt from the episode: When somebody is asking…- VALUE: After Hours (S07 E31): Portillo’s: Everyday Value Done RightDuring their recent episode, Taylor, Carlisle, and Stephen Farrington discussed Portillo’s: Everyday Value Done Right. Here’s an excerpt from the episode: Tobias: Well, let’s ta…
- VALUE: After Hours (S07 E31): Company Hack – Why CFOs and General Counsel Matter MostDuring their recent episode, Taylor, Carlisle, and Stephen Farrington discussed Company Hack – Why CFOs and General Counsel Matter Most. Here’s an excerpt from the episode: Step…
- VALUE: After Hours (S07 E31): Insider Buying: Finding Signal in the NoiseDuring their recent episode, Taylor, Carlisle, and Stephen Farrington discussed Insider Buying: Finding Signal in the Noise. Here’s an excerpt from the episode: Tobias: So, tell…