Value Investing Podcast
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VALUE: After Hours (S07 E17): The Value vs Growth Debate RevisitedDuring their recent episode, Taylor, Carlisle, Schwartz and Hanauer discussed The Value vs Growth Debate Revisited. Here’s an excerpt from the episode: Tobias: Let’s talk more b…- VALUE: After Hours (S07 E17): Why Investing Formulas May Be Losing PowerDuring their recent episode, Taylor, Carlisle, Schwartz and Hanauer discussed Why Investing Formulas May Be Losing Power. Here’s an excerpt from the episode: Jake: So, all for t…
- VALUE: After Hours (S07 E17): Analysis of The Four Formulas: Piotroski, Magic, Acquirer’s, ConservativeDuring their recent episode, Taylor, Carlisle, Schwartz and Hanauer discussed Analysis of The Four Formulas: Piotroski, Magic, Acquirer’s, Conservative. Here’s an excerpt from t…
- VALUE: After Hours (S07 E17): Formula Investing: Schwartz and Hanauer compare the Magic Formula and Acquirer’s MultipleIn their latest episode of the VALUE: After Hours Podcast, hosts Tobias Carlisle and Jake Taylor are joined by Marcel Schwartz and Matthias Hanauer to discuss: Analysis of The F…
VALUE: After Hours (S07 E16): Constructivist Investing and Board-Level ActivismDuring their recent episode, Taylor, Carlisle, and Steven Wood discussed Constructivist Investing and Board-Level Activism. Here’s an excerpt from the episode: Tobias: Are there…- VALUE: After Hours (S07 E16): Jake’s Veggies: Venom, Ecology, and the Power of FocusDuring their recent episode, Taylor, Carlisle, and Steven Wood discussed Jake’s Veggies: Venom, Ecology, and the Power of Focus. Here’s an excerpt from the episode: Tobias: JT, …
- VALUE: After Hours (S07 E16): Why Skin in the Game Changes Boardroom DynamicsDuring their recent episode, Taylor, Carlisle, and Steven Wood discussed Why Skin in the Game Changes Boardroom Dynamics. Here’s an excerpt from the episode: Steven: This is mor…
- VALUE: After Hours (S07 E16): Key Behaviors of Owner-Operators Around the WorldDuring their recent episode, Taylor, Carlisle, and Steven Wood discussed Key Behaviors of Owner-Operators Around the World. Here’s an excerpt from the episode: Steven: So, we ev…
- VALUE: After Hours (S07 E16): Owner/Operators and Constructivist Activism at CTT, Leonardo and Swatch with Steven WoodIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Steven Wood discuss: GreenWood’s Investment Philosophy Constructivist Investing and …
VALUE: After Hours (S07 E15): Surviving 10 Straight Quarters of Massive UnderperformanceDuring their recent episode, Taylor, Carlisle, and Rich Pzena discussed Surviving 10 Straight Quarters of Massive Underperformance. Here’s an excerpt from the episode: Rich: So,…- VALUE: After Hours (S07 E15): How To Value A CompanyDuring their recent episode, Taylor, Carlisle, and Rich Pzena discussed How To Value A Company. Here’s an excerpt from the episode: Tobias: Yeah. I’ve run a firm, got it to brea…
- VALUE: After Hours (S07 E15): Avoiding Value TrapsDuring their recent episode, Taylor, Carlisle, and Rich Pzena discussed Avoiding Value Traps. Here’s an excerpt from the episode: Rich: Well, I think that trying to avoid value …
- VALUE: After Hours (S07 E15): Warren Buffett – Balance Sheets Before Income StatementsDuring their recent episode, Taylor, Carlisle, and Rich Pzena discussed Warren Buffett – Balance Sheets Before Income Statements. Here’s an excerpt from the episode: Jake: I don…
- VALUE: After Hours (S07 E15): Legendary Value Investor Rich Pzena on His 30-Year Career and the Opportunity TodayIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Rich Pzena discuss: Warren Buffett – Balance Sheets Before Income Statements Avoidin…
- VALUE: After Hours (S07 E14): Energy Prices, Oil Politics, and Strategic ManufacturingDuring their recent episode, Taylor, Carlisle, and Bill Brewster discussed Energy Prices, Oil Politics, and Strategic Manufacturing. Here’s an excerpt from the episode: Tobias: …
- VALUE: After Hours (S07 E14): Gödel’s Theorem, AI Limits, and Machine LogicDuring their recent episode, Taylor, Carlisle, and Bill Brewster discussed Gödel’s Theorem, AI Limits, and Machine Logic. Here’s an excerpt from the episode: Jake: All right. So…
- VALUE: After Hours (S07 E14): Intellectual Property, AI, and the S-Curve DebateDuring their recent episode, Taylor, Carlisle, and Bill Brewster discussed Intellectual Property, AI, and the S-Curve Debate. Here’s an excerpt from the episode: Jake: I did thi…
- VALUE: After Hours (S07 E14): China vs US: Tech Race and Consumer EdgeDuring their recent episode, Taylor, Carlisle, and Bill Brewster discussed China vs US: Tech Race and Consumer Edge. Here’s an excerpt from the episode: Tobias: Yeah. Oh, yeah, …