Tag

Jake Taylor
Earnings season has begun with very positive results shown thus far from the big banks, albeit a small sample size.  I’ll be posting a lot of commentary on the market and specific investments as these results continue to come in.  While there is tremendous uncertainty in so many areas, it is important not to let...
Read More
I’d like to direct your attention to the two images at the top, which were brought to my attention by a friend of mine in the industry, Tobias Carlisle.  The first chart shows the compound returns of the highest 10% price to cash flow stocks (glamour) and the lowest 10% price to cash flow stocks...
Read More
2023 has been a really strange year.  AI euphoria has captured the attention of Wall Street and investors.  To be clear, the impact of AI is likely to be as powerful as that of the internet in many respects, or at least on the same wavelength.  With that said, euphoria tends to create bubbles and...
Read More
Today I had the opportunity to do the podcast Value After Hours with Tobias Carlisle and Jake Taylor.  We discussed current market valuations, the banking “crisis”, the opportunities we are finding in high-yield bonds, ALLY Financial, etc.  I hope that you enjoy!   Podcast Video
Read More

Recent Comments

    Archives

    [vc_separator type=’transparent’ position=’center’ color=” thickness=” up=’6′ down=’6′]

    7242 East Cortez Rd
    Scottsdale, AZ 85260
    Phone: 805-886-8140
    Fax : 949-335-9784

    [vc_separator type=’transparent’ position=’center’ color=” thickness=” up=’6′ down=’6′]