Value Investing Podcast
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VALUE: After Hours (S07 E31): Unemployed Value Degen Stephen Farrington on small cap stocks $PTLO and $CROXDuring their recent episode, Taylor, Carlisle, and Stephen Farrington discussed: The Hunt for Mispricing in Small-Caps Insider Buying: Finding Signal in the Noise Company Hack –…
VALUE: After Hours (S07 E30): Net-Net Skepticism and Avoiding ScamsDuring their recent episode, Taylor, Carlisle, and Ethan Everett discussed Net-Net Skepticism and Avoiding Scams. Here’s an excerpt from the episode: Tobias: You had a good line…- VALUE: After Hours (S07 E30): Voltaire’s Bond Lottery ArbitrageDuring their recent episode, Taylor, Carlisle, and Ethan Everett discussed Voltaire’s Bond Lottery Arbitrage. Here’s an excerpt from the episode: Tobias: Let’s talk Voltaire. Et…
- VALUE: After Hours (S07 E30): Nietzsche, Buffett, and Eternal RecurrenceDuring their recent episode, Taylor, Carlisle, and Ethan Everett discussed Nietzsche, Buffett, and Eternal Recurrence. Here’s an excerpt from the episode: Tobias: You’ve also co…
- VALUE: After Hours (S07 E30): Spinoza and Emotional Bondage in InvestingDuring their recent episode, Taylor, Carlisle, and Ethan Everett discussed Spinoza and Emotional Bondage in Investing. Here’s an excerpt from the episode: Tobias: Tell us a litt…
- VALUE: After Hours (S07 E30): Investment Philosophers: Financial Lessons from the Great Thinkers with Ethan A. EverettDuring their recent episode, Taylor, Carlisle, and Ethan Everett discussed: Spinoza and Emotional Bondage in Investing Nietzsche, Buffett, and Eternal Recurrence Voltaire’s Bond…
VALUE: After Hours (S07 E29): Why Micro-Caps Are AttractiveDuring their recent episode, Taylor, Carlisle, and Jason Hirschman discussed Why Micro-Caps Are Attractive. Here’s an excerpt from the episode: Tobias: I think that’s a pretty g…- VALUE: After Hours (S07 E29): Lessons from the XPEL InvestmentDuring their recent episode, Taylor, Carlisle, and Jason Hirschman discussed Lessons from the XPEL Investment. Here’s an excerpt from the episode: My question is for XPEL. So, X…
- VALUE: After Hours (S07 E29): Blending Value and Growth OpportunitiesDuring their recent episode, Taylor, Carlisle, and Jason Hirschman discussed Blending Value and Growth Opportunities. Here’s an excerpt from the episode: Second, should you be a…
- VALUE: After Hours (S07 E29): The “Salad Oil” Approach to InvestingDuring their recent episode, Taylor, Carlisle, and Jason Hirschman discussed The “Salad Oil” Approach to Investing. Here’s an excerpt from the episode: So, guys, I think your au…
- VALUE: After Hours (S07 E29): Microcap investor Jason Hirschman on his method, $XPEL and the Buffett salad oil scandalDuring their recent episode, Taylor, Carlisle, and Jason Hirschman discussed: From Family Business to Hudson 215 Capital The “Salad Oil” Approach to Investing Blending Value and…
VALUE: After Hours (S07 E28): Ben Kizemchuk on fiscal dominance, financial repression, passive flows and fiat currencyIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Ben Kizemchuk discuss: Ben’s Clientele: From Lawyers to Crypto Bros Understanding th…- VALUE: After Hours (S07 E27): Eric Cinnamond on small cap value, inflation, tariffs, deficits, Mag 7, and AI cap exIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Eric Cinnamond discuss: Small-Cap Value’s Four-Year Struggle The Buyback Effect on L…
VALUE: After Hours (S07 E26): The Tyranny of The FewDuring their recent episode, Taylor, Carlisle, and Gwen Hofmeyr discussed Valuation, Cyclicality, and Robotics Potential. Here’s an excerpt from the episode: Gwen: So, valuation…
VALUE: After Hours (S07 E26): Deep Dive into Melexis: Belgium’s Niche Sensor PowerhouseDuring their recent episode, Taylor, Carlisle, and Gwen Hofmeyr discussed Deep Dive into Melexis: Belgium’s Niche Sensor Powerhouse. Here’s an excerpt from the episode: Gwen: Ye…
VALUE: After Hours (S07 E26): Magnetic Position Sensors $MELE, Promo Market $FOUR and Ingles $INMKT with Gwen HofmeyrIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Gwen Hofmeyr discuss: Deep Dive into Melexis: Belgium’s Niche Sensor Powerhouse Magn…
VALUE: After Hours (S07 E25): Nick Maggiulli @dollarsanddata on the new economic classes in the US and The Wealth LadderIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Nick Maggiulli discuss: The Wealth Ladder Framework Private Credit and High Net Wort…- VALUE: After Hours (S07 E25): The Wealth Ladder FrameworkDuring their recent episode, Taylor, Carlisle, and Barry Ritholz discussed The Wealth Ladder Framework. Here’s an excerpt from the episode: Nick: What’s up? Thanks for having me…