Episode #272: Finest Concept Present – Tobias Carlisle, Acquirers Fund, “There Are Mainly Three Massive Intervals Of Worth Underperformance And They Appear To Congregate Round These Intervals Of Technological Development” | Meb Faber Analysis – Inventory Market and Investing Weblog

0
54

Episode #272: Finest Concept Present – Tobias Carlisle, Acquirers Fund, “There Are Mainly Three Massive Intervals Of Worth Underperformance And They Appear To Congregate Round These Intervals Of Technological Development”

 

 

 

 

 

 

Visitor: Tobias Carlisle is founder and managing director of Acquirers Funds, LLC. He serves as portfolio supervisor of the agency’s deep worth technique. Tobias is the creator of The Acquirer’s A number of. He’s additionally the writer of the books The Acquirer’s Multiple: How Billionaire Contrarians of Deep Value Beat the Market, and Deep Value: Why Activist Investors and Other Contrarians Battle for Control of Losing Corporations. Tobias has intensive expertise in funding administration, enterprise valuation, public firm company governance, and company regulation.

Date Recorded: 11/4/2020

Run-Time: 1:08:29

To hearken to Episode #272 on iTunes, click here

To hearken to Episode #272 on Stitcher, click here

To hearken to Episode #272 on Pocket Casts, click here

To hearken to Episode #272 on Google, click here

To stream Episode #272, click here

Feedback or ideas? E mail us [email protected] or name us to go away a voicemail at 323 834 9159

Fascinated by sponsoring an episode? E mail Justin at [email protected]

Abstract: In episode 272, we welcome our visitor, Tobias Carlisle, founder and managing director of Acquirers Funds, the place he serves because the portfolio supervisor of the agency’s deep worth technique.

In at present’s episode, we’re protecting Tobias’ greatest thought: small cap and microcap worth. Worth shares have underperformed however Tobias thinks now they provide an ideal danger/reward. He walks us by historic knowledge and analysis from the previous 200 years and why that leads him to imagine worth will outperform going ahead. We evaluate the present setup to prior durations when worth underperformed in 2000 and even speak about a few of his favourite holdings.

As we wind down, he touches on shorting the market and the way it gives safety for lengthy positions if the market falls over.

Please take pleasure in this particular “Finest Concepts” episode with Acquirers Funds’ Tobias Carlisle.

Hyperlinks from the Episode:

 

Transcript of Episode 272:

Coming quickly.