Value Investing Podcast
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- VALUE: After Hours (S07 E21): From Rock Chips to Roll-Ups: XPEL, TerraVest, and the Value EdgeDuring their recent episode, Taylor, Carlisle, and Chris Waller discussed From Rock Chips to Roll-Ups: XPEL, TerraVest, and the Value Edge. Here’s an excerpt from the episode: T…
- VALUE: After Hours (S07 E21): Hidden gems in global small cap value $XPEL, $TRRVF and $JSCIF with Chris WallerIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Chris Waller discuss: From Rock Chips to Roll-Ups: XPEL, TerraVest, and the Value Ed…
VALUE: After Hours (S07 E20): Understanding Competitive Edge: Informational, Analytical, BehavioralDuring their recent episode, Taylor, Carlisle, and John Huber discussed Understanding Competitive Edge: Informational, Analytical, Behavioral. Here’s an excerpt from the episode…- VALUE: After Hours (S07 E20): The Reinvestment Engine: High Free Cash Flow + Smart ManagementDuring their recent episode, Taylor, Carlisle, and John Huber discussed The Reinvestment Engine: High Free Cash Flow + Smart Management. Here’s an excerpt from the episode: John…
- VALUE: After Hours (S07 E20): The AI Disruption: Google, OpenAI, and the New WebDuring their recent episode, Taylor, Carlisle, and John Huber discussed The AI Disruption: Google, OpenAI, and the New Web. Here’s an excerpt from the episode: Tobias: A couple …
- VALUE: After Hours (S07 E20): China’s Wild Capitalism and the Mag 7During their recent episode, Taylor, Carlisle, and John Huber discussed China’s Wild Capitalism and the Mag 7. Here’s an excerpt from the episode: Tobias: We were just talking C…
- VALUE: After Hours (S07 E20): John Huber on the Magnificent 7, $COST, $GOOG, China, Small Caps and Small BanksIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and John Huber discuss: China’s Wild Capitalism and the Mag 7 The AI Disruption: Google,…
VALUE: After Hours (S07 E19): Rudy Havenstein – The Fed’s Real Priorities and BailoutsDuring their recent episode, Taylor, Carlisle, and Rudy Havenstein discussed The Fed’s Real Priorities and Bailouts. Here’s an excerpt from the episode: Rudy: So, you don’t thin…- VALUE: After Hours (S07 E19): Rudy Havenstein – Crypto Skepticism and Meme CoinsDuring their recent episode, Taylor, Carlisle, and Rudy Havenstein discussed Crypto Skepticism and Meme Coins. Here’s an excerpt from the episode: Jake: [laughs] Oh, boy. Steppi…
- VALUE: After Hours (S07 E19): Rudy Havenstein – Corruption, Insider Deals, and the Revolving DoorDuring their recent episode, Taylor, Carlisle, and Rudy Havenstein discussed Corruption, Insider Deals, and the Revolving Door. Here’s an excerpt from the episode: Rudy: I was j…
- VALUE: After Hours (S07 E19): Rudy Havenstein – How The Fed Distorted The Housing Market For A GenerationDuring their recent episode, Taylor, Carlisle, and Rudy Havenstein discussed The Fed Distorted The Housing Market For A Generation. Here’s an excerpt from the episode: Rudy: So,…
- VALUE: After Hours (S07 E19): Rudy Havenstein, Senior Markets Commentator on the Fed, Housing and MarketsIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Rudy Havenstein discuss: The Fed’s Role in Financial Crises Corruption, Insider Deal…
VALUE: After Hours (S07 E18): REITs and Real Estate OpportunitiesDuring their recent episode, Taylor, Carlisle, and Tim Travis discussed REITs and Real Estate Opportunities. Here’s an excerpt from the episode: Tim: Yeah, I think there’s pocke…- VALUE: After Hours (S07 E18): Jakes Veggies -VC and Startup Lekking AnalogyDuring their recent episode, Taylor, Carlisle, and Tim Travis discussed VC and Startup Lekking Analogy. Here’s an excerpt from the episode: Jake: All right. So, this segment’s i…
- VALUE: After Hours (S07 E18): Bank Holdings and European ValuationsDuring their recent episode, Taylor, Carlisle, and Tim Travis discussed Bank Holdings and European Valuations. Here’s an excerpt from the episode: Tobias: So, Tim, before we cam…
- VALUE: After Hours (S07 E18): AI: The End of ‘Search’During their recent episode, Taylor, Carlisle, and Tim Travis discussed AI: The End of ‘Search’. Here’s an excerpt from the episode: Tim: Yeah. Nvidia has bounced a lot. That we…
- VALUE: After Hours (S07 E18): Risk and rewards selling puts and covered calls on deep value stocks with Tim TravisIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Tim Travis discuss: AI, Tech, and Alphabet’s Valuation Bank Holdings and European Va…
VALUE: After Hours (S07 E17): Jake’s Veggies: Cantillon Effects and EutrophicationDuring their recent episode, Taylor, Carlisle, Schwartz and Hanauer discussed Jake’s Veggies: Cantillon Effects and Eutrophication. Here’s an excerpt from the episode: Jake: Yes…