VALUE: After Hours (S07 E44): Value Stock Geek on the Magnificent 7, tech, $AZO, the Weird Portfolio

The Acquirer's Multiple®
14/12/2025
VALUE: After Hours (S07 E44): Value Stock Geek on the Magnificent 7, tech, $AZO, the Weird Portfolio

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Episode Synopsis

During their recent episode, Taylor, Carlisle, and Value Stock Geek discussed: The Weird Portfolio Narratives Follow Price — Not the Other Way Around Why Price-to-Sales Matters More Than Earnings at the Cycle Extremes Why Liquor Stocks Are Screening Cheap Again A Quality-First Approach to Finding Cheap Stocks Cyclical Pain Creates ...

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