Value Investing Podcast
Page 7
VALUE: After Hours (S08 E14): Oil Prices, Iran War & Airline Stocks: How Chris Bloomstran Is Investing the CrisisDuring their recent episode, Taylor, Carlisle, and Chris Bloomstran discussed Oil Prices, Iran War & Airline Stocks: How Chris Bloomstran Is Investing the Crisis. Here’s an exce…- VALUE: After Hours (S08 E14): Are SaaS Stocks Finally Cheap? ServiceNow, Adobe & AI Disruption RisksDuring their recent episode, Taylor, Carlisle, and Chris Bloomstran discussed Are SaaS Stocks Finally Cheap? ServiceNow, Adobe & AI Disruption Risks. Here’s an excerpt from the …
- VALUE: After Hours (S08 E14): Where Value Investors Are Finding Cheap Stocks in 2026During their recent episode, Taylor, Carlisle, and Chris Bloomstran discussed Where Value Investors Are Finding Cheap Stocks in 2026. Here’s an excerpt from the episode: [Chris]…
- VALUE: After Hours (S08 E14): Warren Buffett’s Greatest Achievement: The Math Behind Berkshire Hathaway’s ReturnsDuring their recent episode, Taylor, Carlisle, and Chris Bloomstran discussed Warren Buffett’s Greatest Achievement: The Math Behind Berkshire Hathaway’s Returns. Here’s an exce…
- VALUE: After Hours (S08 E14): Christopher Bloomstran on Warren Buffett, Berkshire Hathaway $BRK.B, $BLDR, $DECK, $ALK,During their recent episode, Taylor, Carlisle, and Chris Bloomstran discussed: Warren Buffett’s Greatest Achievement: The Math Behind Berkshire Hathaway’s Returns Where Value In…
VALUE: After Hours (S08 E13): The Hidden Limits of AI Growth: Energy, Commodities, and Reality CheckDuring their recent episode, Taylor, Carlisle, and Mark Cooper discussed The Hidden Limits of AI Growth: Energy, Commodities, and Reality Check. Here’s an excerpt from the episo…- VALUE: After Hours (S08 E13): Why Value Investing Still Works: The Case for Quality Compounders Over Net-NetsDuring their recent episode, Taylor, Carlisle, and Mark Cooper discussed Why Value Investing Still Works: The Case for Quality Compounders Over Net-Nets. Here’s an excerpt from …
- VALUE: After Hours (S08 E13): The Most Overvalued Stocks Since the Dot-Com Bubble? A Data-Driven WarningDuring their recent episode, Taylor, Carlisle, and Mark Cooper discussed The Most Overvalued Stocks Since the Dot-Com Bubble? A Data-Driven Warning. Here’s an excerpt from the e…
- VALUE: After Hours (S08 E13): Why Global Small Cap Value Could Outperform the S&P by 25% Per YearDuring their recent episode, Taylor, Carlisle, and Mark Cooper discussed Why Global Small Cap Value Could Outperform the S&P by 25% Per Year. Here’s an excerpt from the episode:…
- VALUE: After Hours (S08 E13): Mark Cooper on global small cap value, AI and managing small cap long/short at MAC AlphaDuring their recent episode, Taylor, Carlisle, and Mark Cooper discussed: Why Global Small Cap Value Could Outperform the S&P by 25% Per Year The Most Overvalued Stocks Since th…
VALUE: After Hours (S08 E12): Flying Taxis Are Closer Than You Think – Inside Joby Aviation’s BreakthroughDuring their recent episode, Taylor, Carlisle, and Charles Lemonides discussed Flying Taxis Are Closer Than You Think – Inside Joby Aviation’s Breakthrough. Here’s an excerpt fr…- VALUE: After Hours (S08 E12): Boeing Stock: Turnaround Opportunity or Value Trap?During their recent episode, Taylor, Carlisle, and Charles Lemonides discussed Boeing Stock: Turnaround Opportunity or Value Trap?. Here’s an excerpt from the episode: [Charles]…
- VALUE: After Hours (S08 E12): Why Amazon Is Still a Hidden Value PlayDuring their recent episode, Taylor, Carlisle, and Charles Lemonides discussed Why Amazon Is Still a Hidden Value Play. Here’s an excerpt from the episode: [Charles] Look, it’s …
- VALUE: After Hours (S08 E12): Why Rivian Could Be Worth FAR More Than $15 BillionDuring their recent episode, Taylor, Carlisle, and Charles Lemonides discussed Why Rivian Could Be Worth FAR More Than $15 Billion. Here’s an excerpt from the episode: [Charles]…
- VALUE: After Hours (S08 E12): Charles Lemonides of ValueWorks LLC on $RIVN, $JOBY, $BA, $AMZN and his $TPL shortDuring their recent episode, Taylor, Carlisle, and Charles Lemonides discussed: Why Rivian Could Be Worth FAR More Than $15 Billion Why Amazon Is Still a Hidden Value Play Boein…
VALUE: After Hours (S08 E11): Why Elon Musk Sets Impossible Deadlines (And Why It Actually Works)During their recent episode, Taylor, Carlisle, and Eric Jorgenson discussed Why Elon Musk Sets Impossible Deadlines (And Why It Actually Works). Here’s an excerpt from the episo…- VALUE: After Hours (S08 E11): The $40 Million Decision: How Elon Musk Saved Tesla and SpaceX at the BrinkDuring their recent episode, Taylor, Carlisle, and Eric Jorgenson discussed The $40 Million Decision: How Elon Musk Saved Tesla and SpaceX at the Brink. Here’s an excerpt from t…
- VALUE: After Hours (S08 E11): First Principles Thinking Explained: The Elon Musk Method That Changed SpaceX ForeverDuring their recent episode, Taylor, Carlisle, and Eric Jorgenson discussed First Principles Thinking Explained: The Elon Musk Method That Changed SpaceX Forever. Here’s an exce…