During their recent episode, Tobias Carlisle and Tim Melvin discussed Stock Market Valuations: Why Credit Spreads Could ...
During their recent episode of the Value Options Podcast, Travis and Carlisle discussed Netflix Stock Valuation: Is Netflix ...
During their recent episode of the Value Options Podcast, Travis and Carlisle discussed AI Spending Boom: Are Big Tech Companies Taking on Too Much Debt? Here's an excerpt from the episode: [Tim] Yeah ...
Here is the link where I made the case last week that beneath the surface the October 6, 2026 record close in the S&P 500 ...
Micron makes DRAM, NAND and HBM memory, and its shares rose 866.2% in five years, ahead of peers (+521.4%), Technology (+109.5%) and the S&P 500 (+71.0%). The shares rose 5.1% on Friday, November 6, ...
During their recent episode of the Value Options Podcast, Travis and Carlisle discussed AI Stock Market Bubble: Can the Technology Succeed While Stocks Crash? Here's an excerpt from the episode: But ...
During their recent episode of the Value Options Podcast, Travis and Carlisle discussed Investing Beyond AI: Why Traditional Businesses Could Still Thrive. Here's an excerpt from the episode: We’re ...
During their recent episode, Tobias Carlisle and Tim Melvin discussed Undervalued Private Credit Investing: Finding Value in Discounted Lending Funds. Here's an excerpt from the episode: [Tim] Well, I ...
During their recent episode, Tobias Carlisle and Tim Melvin discussed Undervalued REITs: Finding Opportunities in Commercial Real Estate. Here's an excerpt from the episode: [Tim] Well, again, ...