06/08/2026
🎙️ **New VALUE: After Hours Episode**
Taylor, Carlisle, Julien Albertini, and Christian Heck discussed:
# # # Key Takeaways
🧠 **The Buffett Principle They Still Use Today**
Focus on buying great businesses at sensible prices and letting compounding do the heavy lifting.
🥇 **Why 15% Of The Portfolio Is In Gold**
Gold serves as a hedge against monetary instability, rising debt levels, and unexpected market shocks.
📊 **Why They Own 100 Stocks Instead Of 10**
Diversification helps manage risk while still allowing high-conviction ideas to contribute meaningfully to returns.
🤖 **The AI Opportunity Most Investors Are Missing**
Rather than chasing headlines, look for the infrastructure and "picks-and-shovels" businesses powering AI growth.
💻 **A Software Stock Trading Below Intrinsic Value**
The team highlighted opportunities where market pessimism may be creating attractive entry points in quality software businesses.
🛒 **Why Walmart Mexico Looks Better Than Walmart**
Stronger growth prospects, favorable demographics, and attractive economics make it an interesting international opportunity.
🏛️ **What The Roman Empire Teaches Investors**
Successful businesses often win through customer acquisition, scale, and network effects—lessons that remain relevant today.
🎯 **The Biggest Edge Isn't Stock Picking**
Patience, discipline, and avoiding mistakes may matter more than finding the next hot stock.
# # # Takeaway
The discussion reinforced a timeless investing lesson: long-term success often comes from portfolio construction, patience, and sound decision-making—not simply picking the "best" stock.
Full podcast here:
https://tinyurl.com/2yuhas6d
