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).
10 Comments
Jake's tribute to Munger is beautiful.
I agree with Jake, I’ve learned far more from Munger than Buffett.
"Don't sell anything you don't care about" – Is that not what short selling is ?
Some Alibaba alternatives without the Chinese Communist Party risk would be Indiamart but they don't trade over the counter. There's CPNG in Korea and JMIA on the African Continent.
Wow – that guy could bore for Scotland
Third party repairs can be cheaper than TSLA there were some Rich Rebuild videos where he gave example where his repairs were less expensive by using spare parts from wrecked TSLA. It's likely a high price per hour for their mechanics.
As soon as I’d heard the news I thought of Jake and Toby
Most of what he said, in the words of Charlie Munger, was Twaddle. I kept waiting on the picture of Charlie in the back to tell him that it was a bunch of twaddle. I feel he’s extremely intelligent but he has the attention span of a butterfly.
However, the last couple minutes when he decided to talk about what he actually showed up to talk about it was pretty decent. Too bad the podcast was over when he finally got warmed up.
His thoughts on Munger however I really enjoyed. Of course, Jake’s tribute to Munger was great as well.
I’m still waiting on him to answer Tobias’s first question. “What’s your investment process?”…. Instead of answering he insisted that he was a connoisseur of luxury and talked about that instead.
No wonder Toby’s a value investor. If you can sit through him talking and smile then sitting through small caps underperforming for a couple of years is a piece of f*cking cake. And he said that he’s going on another podcast soon??? What’s the over/under that they see this episode and cancel? The only thing he managed to do was get the heat off of him for damaging a rental car he got from Hertz with that story of how he didn’t do it. Even asking him where can we find him at the end was a pain. “Oh I’m on Twitter…. Except I’m never on there…. Except for when I’m tweeting.” Again he’s extremely intelligent and seems to be a really nice guy, but he managed to answer every single question in the history of mankind except the questions that Toby asked him.
Also, Jake ended this podcast EXACTLY like Munger after Buffett finishes answering a question at a Berkshire meeting. “I have nothing to add.”…. Don’t know if that was planned but it was gold. Jake’s pretty witty so I feel it was.
BABA looks like ZROZ since 2019 to today. It seems China lives and dies on the ability of it's best customer(the US) to get cheap debt to buy it's products.
I love Steve Clapham's blog and podcast. Having him on this podcast seems more intimate.