The Stock Market Is Rewarding the Wrong Companies Right Now — Here's the Math

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. We are live every Tuesday at 1.30pm E / 10.30am P. ────────────────────── ⁠⁠⁠VALUE OPTIONS LETTER⁠⁠⁠ Three to five curated ideas every week — cash-secured puts, covered calls, and spreads on businesses we'd want to own at strikes we'd be willing to…