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).
9 Comments
No veggies this week? We'll get scurvy
These are my least favorite type of episodes. A lot of macro-BS.
If Nikki Haley wins – buy defense contractors. She won't though.
Jake got like 4 sentences😅. He even would have prepared a veggie segment but didn't get the chance
The FED is only telling stories at this point. Their influence is purely psychological. They literally do not have the ability to impact actual liquidity. They can only hope convince you that they do.
Thank *you*. Great discussion. I will always listen in for an honest, unique take on a range of market topics with you guys, Vinny, and Porter. There are few other good sources for material like this.
I also highly appreciate the framing of politics as a markets impact in an apolitical fashion.
The presidential election. There will be no change, only cosmetics (woman).
Only pre approved will be allowed to win. Trump was the last gamble and now the oligarchy have gotten back to running the show with strict lunacy.
Back in 2020 the price of steel went up because the miners were often shut down so some of the shippers sold some older ships to scrap prematurely and it helped with the balance sheet. The lack of shipping containers back then (some of it because of long delays in ports) meant that some of their ships couldn't be used to ship goods anyways.
AI is useless as people do not want the answers that will be given.
Just take climate fraudsters. They fly across the globe to talk about climate at COP28.
An AI would say: stay at home, grow veggies in your backyard, but the useless eaters in the political class just wants to perform their circus act, so climate is not fixed.
I went carbon negative in 2000 when I left "high school". Not flown to far away places, biked to university, took the train elsewhere etcetera. So climate could have been fixed in 2000 with pentium computers and win98 but the fraudsters wanted globalization, slave labor etcetera.
The global criminal class.