Value Investing Podcast
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Armanino Foods: The Micro-Cap Hidden GemDuring their recent episode, Taylor, Carlisle, and Ralph Molina discussed Armanino Foods: The Micro-Cap Hidden Gem. Here’s an excerpt from the episode: [Ralph] Yeah, yeah. The r…- The Parks America Turnaround: Fixing a Mismanaged BusinessDuring their recent episode, Taylor, Carlisle, and Ralph Molina discussed The Parks America Turnaround: Fixing a Mismanaged Business. Here’s an excerpt from the episode: [Ralph]…
Where Are The Best Opportunities Today?During their recent episode, Taylor, Carlisle, and Meb Faber discussed Where Are The Best Opportunities Today? Here’s an excerpt from the episode: [Meb] I really wanted to add a…- Are T-Bills Better Than Bonds Right Now?During their recent episode, Taylor, Carlisle, and Meb Faber discussed Are T-Bills Better Than Bonds Right Now? Here’s an excerpt from the episode: [Meb] I have a lot of non-con…
- Is Value Investing Broken?During their recent episode, Taylor, Carlisle, and Meb Faber discussed Is Value Investing Broken? Here’s an excerpt from the episode: [Meb] Well, you know, it can’t be fundament…
- Meme Stocks, Gambling, and America’s Risk-Taking CultureDuring their recent episode, Taylor, Carlisle, and Meb Faber discussed Meme Stocks, Gambling, and America’s Risk-Taking Culture. Here’s an excerpt from the episode: [Meb] Yeah, …
- VALUE: After Hours (S08 E24): The Entire History of Wall Street, Decade by Decade | Meb FaberDuring their recent episode, Taylor, Carlisle, and Meb Faber discussed: Why Meb Faber Wrote Investing in America: The Story of a 250-Year Bull Market Meme Stocks, Gambling, and …
Is the AI Boom Changing the Semiconductor Cycle?During their recent episode, Taylor, Carlisle, and David Samra discussed Is the AI Boom Changing the Semiconductor Cycle? Here’s an excerpt from the episode: [David] First of al…- How Value Investors Use Financial Statements to Understand a BusinessDuring their recent episode, Taylor, Carlisle, and David Samra discussed How Value Investors Use Financial Statements to Understand a Business. Here’s an excerpt from the episod…
- Four Rules for Finding Undervalued StocksDuring their recent episode, Taylor, Carlisle, and David Samra discussed Four Rules for Finding Undervalued Stocks. Here’s an excerpt from the episode: [David] Sure. We are valu…
- How International Value Investing Has Changed Over the Last 25 YearsDuring their recent episode, Taylor, Carlisle, and David Samra discussed How International Value Investing Has Changed Over the Last 25 Years. Here’s an excerpt from the episode…
- VALUE: After Hours (S08 E23): Inside Artisan’s International Value Fund with Portfolio Manager David SamraDuring their recent episode, Taylor, Carlisle, and David Samra discussed: How International Value Investing Has Changed Over the Last 25 Years Four Rules for Finding Undervalued…
Will the AI Boom Create Enough Profits to Justify Today’s Valuations?During their recent episode, Jake Taylor and Tobias Carlisle discussed Will the AI Boom Create Enough Profits to Justify Today’s Valuations? Here’s an excerpt from the episode: …- Can Value Investing Still Outperform in an AI-Driven Market?During their recent episode, Jake Taylor and Tobias Carlisle discussed Can Value Investing Still Outperform in an AI-Driven Market? Here’s an excerpt from the episode: [Tobias] …
- Is Quality Investing Dead?During their recent episode, Jake Taylor and Tobias Carlisle discussed Is Quality Investing Dead? Here’s an excerpt from the episode: Quality shares are lagging behind the S&P 5…
- Why Terry Smith Changed His Investment StrategyDuring their recent episode, Jake Taylor and Tobias Carlisle discussed Why Terry Smith Changed His Investment Strategy. Here’s an excerpt from the episode: [Tobias] Yeah, I’ve g…
- VALUE: After Hours (S08 E22): Quality Investing Is Having Its Worst Stretch Since 1999. Terry Smith Taps Out.During their recent episode, Jake Taylor and Tobias Carlisle discussed: Why Terry Smith Changed His Investment Strategy Is Quality Investing Dead? Can Value Investing Still Outp…
Will SpaceX Build AI Data Centres In Space?During their recent episode, Taylor, Carlisle, and John Love discussed Will SpaceX Build AI Data Centres In Space?. Here’s an excerpt from the episode: [Tobias] Well, SpaceX is …