Value Investing Podcast
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VALUE: After Hours (S08 E11): Elon Musk’s Secret to Speed: How Bottleneck Thinking Builds Billion-Dollar CompaniesDuring their recent episode, Taylor, Carlisle, and Eric Jorgenson discussed Elon Musk’s Secret to Speed: How Bottleneck Thinking Builds Billion-Dollar Companies. Here’s an excer…- VALUE: After Hours (S08 E11): Eric Jorgenson on $TSLA, SpaceX, Twitter/X and his new book The Book of ElonDuring their recent episode, Taylor, Carlisle, and Eric Jorgenson discussed: Elon Musk’s Secret to Speed: How Bottleneck Thinking Builds Billion-Dollar Companies First Principle…
VALUE: After Hours (S08 E10): Assured Guaranty (AGO): A 20-Year Compounder Still Trading CheapDuring their recent episode Tobias Carlisle and Tim Travis discussed Assured Guaranty (AGO): A 20-Year Compounder Still Trading Cheap. Here’s an excerpt from the episode: [Tobia…- VALUE: After Hours (S08 E10): Energy Stocks Rally: Devon, Occidental, and EPD BreakdownDuring their recent episode Tobias Carlisle and Tim Travis discussed Energy Stocks Rally: Devon, Occidental, and EPD Breakdown. Here’s an excerpt from the episode: [Tim] They re…
- VALUE: After Hours (S08 E10): Why Asset Managers Like Blackstone, KKR, and Blue Owl Are So CheapDuring their recent episode Tobias Carlisle and Tim Travis discussed Why Asset Managers Like Blackstone, KKR, and Blue Owl Are So Cheap. Here’s an excerpt from the episode: [Tim…
- VALUE: After Hours (S08 E10): Blue Owl (OWL) and OBDC: Hidden Value in Private Credit Stocks?During their recent episode Tobias Carlisle and Tim Travis discussed Blue Owl (OWL) and OBDC: Hidden Value in Private Credit Stocks?. Here’s an excerpt from the episode: [Tim] Y…
- VALUE: After Hours (S08 E10): Tim Travis on Private Credit $OWL $OBDC and $MSDL; Energy $DVN, $OXY and $EPD; and $AGODuring their recent episode, Tobias Carlisle and Tim Travis discussed: Blue Owl (OWL) and OBDC: Hidden Value in Private Credit Stocks? Why Asset Managers Like Blackstone, KKR, a…
VALUE: After Hours (S08 E09): Three Catalysts That Unlock Value in Mid-Cap StocksDuring their recent episode, Taylor, Carlisle, and Alex Roepers discussed Three Catalysts That Unlock Value in Mid-Cap Stocks. Here’s an excerpt from the episode: [Alex] The fir…- VALUE: After Hours (S08 E09): Why Europe and Japan Offer Hidden Value Investing OpportunitiesDuring their recent episode, Taylor, Carlisle, and Alex Roepers discussed Why Europe and Japan Offer Hidden Value Investing Opportunities. Here’s an excerpt from the episode: [A…
- VALUE: After Hours (S08 E09): Why Alexander Roepers Avoids Tech, Biotech, and Financial StocksDuring their recent episode, Taylor, Carlisle, and Alex Roepers discussed Why Alexander Roepers Avoids Tech, Biotech, and Financial Stocks. Here’s an excerpt from the episode: […
- VALUE: After Hours (S08 E09): Alexander Roepers’ Value Investing StrategyDuring their recent episode, Taylor, Carlisle, and Alexander Roepers discussed his Value Investing Strategy. Here’s an excerpt from the episode: [Alex] Yeah, my pleasure. So I s…
- VALUE: After Hours (S08 E09): Alexander Roepers on constructive activism and concentrated value in $KEX, $AXTA, and $FLSDuring their recent episode, Taylor, Carlisle, and Alexander Roepers discussed: Alexander Roepers’ Value Investing Strategy Why Alexander Roepers Avoids Tech, Biotech, and Finan…
VALUE: After Hours (S08 E08): Why Big Banks Are Expensive and Small Banks Are CheapDuring their recent episode, Taylor, Carlisle, and Derek Pilecki discussed Why Big Banks Are Expensive and Small Banks Are Cheap. Here’s an excerpt from the episode: [Derek] I’m…- VALUE: After Hours (S08 E08): A Deep Value Strategy in Financial StocksDuring their recent episode, Taylor, Carlisle, and Derek Pilecki discussed his Deep Value Strategy in Financial Stocks. Here’s an excerpt from the episode: [Derek] Yeah, I think…
- VALUE: After Hours (S08 E08): Why the U.S. Has Thousands of BanksDuring their recent episode, Taylor, Carlisle, and Derek Pilecki discussed Why the U.S. Has Thousands of Banks. Here’s an excerpt from the episode: [Derek] Yeah, I think it’s a …
- VALUE: After Hours (S08 E08): Why Small Cap Banks Are So Cheap Right NowDuring their recent episode, Taylor, Carlisle, and Derek Pilecki discussed Why Small Cap Banks Are So Cheap Right Now. Here’s an excerpt from the episode: [Derek] I think so, ye…
- VALUE: After Hours (S08 E08): Derek Pilecki On Long/short Financials Investing, Regional Banks, Non-banks And InsuranceDuring their recent episode, Taylor, Carlisle, and Derek Pilecki discussed: Why Small Cap Banks Are So Cheap Right Now Why the U.S. Has Thousands of Banks Derek Pilecki’s Deep V…
VALUE: After Hours (S08 E07): AI Winners, Losers & the SaaS ApocalypseDuring their recent episode, Taylor, Carlisle, and Jonathan Tepper discussed AI Winners, Losers & the SaaS Apocalypse. Here’s an excerpt from the episode: [Jonathon] So there ar…