Value Investing Podcast
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Booking and Airbnb Stocks: Is the AI Sell-Off Overdone?During their recent episode, Taylor, Carlisle, and Jonathan Boyar discussed Booking and Airbnb Stocks: Is the AI Sell-Off Overdone? Here’s an excerpt from the episode: [Jonathon…
Markel Stock: Is This Berkshire Hathaway Alternative Undervalued?During their recent episode, Taylor, Carlisle, and Jonathan Boyar discussed Markel Stock: Is This Berkshire Hathaway Alternative Undervalued?. Here’s an excerpt from the episode…
Uber Stock: Can It Thrive Alongside Waymo and Tesla Robotaxis?During their recent episode, Taylor, Carlisle, and Jonathan Boyar discussed Uber Stock: Can It Thrive Alongside Waymo and Tesla Robotaxis? Here’s an excerpt from the episode: [J…
VALUE: After Hours (S08 E32): Why Own a Sports Team Stock? Jonathan Boyar on MSGS, Braves & 3 Other Value PicksDuring their recent episode, Taylor, Carlisle, and Jonathan Boyar discussed: Booking and Airbnb Stocks: Is the AI Sell-Off Overdone? MSGS Stock: Unlocking the Value of the Knick…
The Hidden Warning Sign in a CEO’s Private JetDuring their recent episode, Taylor, Carlisle, and Alex Edmans discussed The Hidden Warning Sign in a CEO’s Private Jet. Here’s an excerpt from the episode: And one example is t…
How to Spot a Stock Market Bubble Before It BurstsDuring their recent episode, Taylor, Carlisle, and Alex Edmans discussed How to Spot a Stock Market Bubble Before It Bursts. Here’s an excerpt from the episode: [Alex] So that’s…
Why Smart Investors Get Caught in Stock Market BubblesDuring their recent episode, Taylor, Carlisle, and Alex Edmans discussed Why Smart Investors Get Caught in Stock Market Bubbles. Here’s an excerpt from the episode: Why? Because…
Can a World Cup Loss Move the Stock Market?During their recent episode, Taylor, Carlisle, and Alex Edmans discussed Can a World Cup Loss Move the Stock Market?. Here’s an excerpt from the episode: Now, clearly, if I foun…
VALUE: After Hours (S08 E31): From Cartoon Apes to Reddit Mania: Why Crowds Lose Their Minds With Money – Alex EdmansDuring their recent episode, Taylor, Carlisle, and Alex Edmans discussed: Can a World Cup Loss Move the Stock Market? Why Smart Investors Get Caught in Stock Market Bubbles The …
Why Microcaps Are Not Buy-and-Hold InvestmentsDuring their recent episode, Taylor, Carlisle, and Ian Cassel discussed Why Microcaps Are Not Buy-and-Hold Investments. Here’s an excerpt from the episode: [Ian] No, no, you fra…
Your Real Investing Edge in the AI EraDuring their recent episode, Taylor, Carlisle, and Ian Cassel discussed Your Real Investing Edge in the AI Era. Here’s an excerpt from the episode: What’s not commoditised is yo…
How Great Investors Ignore the CrowdDuring their recent episode, Taylor, Carlisle, and Ian Cassel discussed How Great Investors Ignore the Crowd. Here’s an excerpt from the episode: [Ian] And I think the way I do …
Why Averaging Down Can Destroy Your PortfolioDuring their recent episode, Taylor, Carlisle, and Ian Cassel discussed Why Averaging Down Can Destroy Your Portfolio. Here’s an excerpt from the episode: [Ian] The mistake that…
VALUE: After Hours (S08 E30): Thousands of Micro Cap Stocks. Ian Cassel Finds the Winners. Here’s How.During their recent episode, Taylor, Carlisle, and Ian Cassel discussed: The Biggest Mistake Microcap Investors Make Why Averaging Down Can Destroy Your Portfolio Why Great Inve…
How a Hedge Fund Manager Controls Risk in an Expensive MarketDuring their recent episode, Taylor, Carlisle, and Zeke Ashton discussed How a Hedge Fund Manager Controls Risk in an Expensive Market. Here’s an excerpt from the episode: [Zeke…
How Leverage, Zero-Day Options and ETFs Are Changing the MarketDuring their recent episode, Taylor, Carlisle, and Zeke Ashton discussed How Leverage, Zero-Day Options and ETFs Are Changing the Market. Here’s an excerpt from the episode: [Ze…
Where To Find Value TodayDuring their recent episode, Taylor, Carlisle, and Zeke Ashton discussed Where To Find Value Today. Here’s an excerpt from the episode: [Zeke] Well, it’s taken me to a couple of…
Dot-Com Bubble vs AI Boom: What Today’s Investors Are MissingDuring their recent episode, Taylor, Carlisle, and Zeke Ashton discussed Dot-Com Bubble vs AI Boom: What Today’s Investors Are Missing Here’s an excerpt from the episode: [Zeke]…