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’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).
13 Comments
Veggies – 42:22
Thanks for having me on fellas! 🫡🏴☠️
AI segment was right on.
Good input by the guest too 🫡
Im not on Twitter so hope to see where to catch you guys!
Amazing episode! Even though I don’y agree on all, I really love Jason’s thoughtful perspectives
There is absolutely a faith element in value investing. Tough to argue.
Faarrqq! Might as well have been talking Mandarin talking about all the vol stuff
Still mad at Jason for bailing on PoF. Don't think I can watch this one.
According to a guy I met who was close to the Seattle Seahawks, the goal line stats for Marshawn Lynch in 2014 was the reason they passed instead of running it in SuperBowl XLIX
if a hundred years of data is fed in an AI it may not have the Spanish flu but it will have several similar flu occurring in Asia and the SARS epidemic from 2002 and a few others in North America from the 1960's. There's also the outbreaks of Poliomyelitis, cholera, yellow fever, meningococcal disease and measles on the African continent there's also Dengue, Cholera and Yellow Fever in South America.
What was the article title referenced that explores tail insurance 😅 I think I need more!
"If you like everything in your portfolio you are not diversified". This is absolutely 100% correct but it's a lesson that many people don't understand.