Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcast
We are live every Tuesday at 1.30pm E / 10.30am P.
About Jake: Jake is a partner at Farnam Street.
Jake’s website: http://farnam-street.com/vah
Jake’s podcast: https://twitter.com/5_GQs
Jake’s Twitter: https://twitter.com/farnamjake1
Jake’s book: The Rebel Allocator https://amzn.to/2sgip3l
ABOUT THE PODCAST
Hi, I’m Tobias Carlisle. I launched The Acquirers Podcast to discuss the process of finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.
We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.
SEE LATEST EPISODES
SEE OUR FREE DEEP VALUE STOCK SCREENER
FOLLOW TOBIAS
Website: https://acquirersmultiple.com/
Firm: https://acquirersfunds.com/
Twitter: https://twitter.com/Greenbackd
LinkedIn: https://www.linkedin.com/in/tobycarlisle
Facebook: https://www.facebook.com/tobiascarlisle
Instagram: https://www.instagram.com/tobias_carlisle
ABOUT TOBIAS CARLISLE
Tobias Carlisle is the founder of The Acquirer’s Multiple®, and Acquirers Funds®.
He is best known as the author of the #1 new release in Amazon’s Business and Finance The Acquirer’s Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, the Amazon best-sellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014) (https://amzn.to/2VwvAGF), Quantitative Value: A Practitioner’s Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (https://amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World’s Greatest Concentrated Value Investors (2016) (https://amzn.to/2SEEjVn). He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law.
Prior to founding the forerunner to Acquirers Funds in 2010, Tobias was an analyst at an activist hedge fund, general counsel of a company listed on the Australian Stock Exchange, and a corporate advisory lawyer. As a lawyer specializing in mergers and acquisitions he has advised on transactions across a variety of industries in the United States, the United Kingdom, China, Australia, Singapore, Bermuda, Papua New Guinea, New Zealand, and Guam.
He is a graduate of the University of Queensland in Australia with degrees in Law (2001) and Business (Management) (1999).
12 Comments
refreshed and relaxed bill is the best bill.
RIP Charlie Munger
RIP Munger 😢
RIP Charlie, just a bit over a month shy of 100 (B. Jan 1, 1924, D. Nov. 28 2023).
"If you mix turds with raisins, its still turds" – on not tolerating dishonesty into your business
"Liquor, Ladies, and Leverage" – Three things most likely to take down an investor in Charlie;s experience
"to a man with a hammer, everything looks like a nail" – more mental models for your toolbag
"always look at the incentives" – why people inside systems do dumb stuff
""Invert, always invert" Turn the problem upside down – i.e. how to live a short life: do drugs, race trains
"keep it simple, avoid mistakes" in the long run you win by avoiding foreseeable errors.
-and many more.
I enjoyed the Geek way interview, was a good chat. Going to get the book next week
The world has lost a legend RIP Charlie you will be sorely missed 🙏
Love having Bill back
Love you guys especially the veggies, but summary: 1. value growth one day please, 2. lol crypto 3. lol Tesla 4. lol cyber truck 5. The pace of change will be slow. Apologies, and I’m not saying this is a day trading signal, but you guys have become a “I know what I’m going to hear before I hear it” echo chamber for yourselves. The amazing part is I imagine my comment will make you dig in deeper into “if we hold onto our principles long enough we’ll be right in the end, and the end is nigh”
Missed the live tesla talk at the end! I'll state here as well… tesla will be 1st $30Bil company
Also, Rest in Peace Charlie 😞
@16:25 Fabulous rant on the realtor cartel Bill! 👏👏👏
Around 29.45 mark, Bill Brewster talks about SIBO, what is SIBO ? can anyone explain please
The crew back together. RIP Charlie