How To Profit In The New Age Of Value Stocks

Stansberry Investor Hour

Stansberry Research

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4.4 • 677 Ratings

🗓️ 29 October 2020

⏱️ 67 minutes

🔗️ Recording | iTunes | RSS

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Summary

Value stocks have struggled compared to growth stocks over the last decade...

Which is causing some investors to wonder, why bother with value stocks at all?

So this week, Dan decided to bring Tobias Carlisle onto the show, to shine a light on this underreported area of the market.

Tobias is the founder and managing director of Acquirer's Funds LLC. He also serves as portfolio manager of the firm's DEEP value strategy fund. Tobias has a long track record of success investing in value stocks and has written several books including, Deep Value, The Acquirer's Multiple, Concentrated Investing, and more.

Tobias shares his investing philosophy while looking for value stocks, including where he looks to find his biggest winners.

The pair make an incredibly compelling case for why many of the world's best value stocks could see a strong resurgence in the coming years, massively outperforming many of the world's most popular growth stocks.

Transcript

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0:00.0	Broadcasting from the Investor Hour Studios and all around the world, you're listening to the Stansberry Investor Hour.
0:11.5	Tune in each Thursday on iTunes, Google Play, and everywhere you find podcasts for the latest episodes of the Stansberry Investor Hour.
0:20.1	Sign up for the free show archive at InvestorHour.com.
0:23.6	Here's your host, Dan Ferris.
0:25.6	Hello and welcome to the Stansberry Investor Hour.
0:28.6	I'm your host, Dan Ferris.
0:30.6	I'm also the editor of Extreme Value published by Stansberry Research.
0:34.6	Today we'll talk with my friend Tobias Carlisle.
0:38.5	Toby is a true dyed in the wool deep value investor, so we'll talk about why he's still
0:45.5	doing it even though everybody says it doesn't work anymore.
0:49.4	This week in the mailbag, a response about synthetic THC from last week's guest Tom Carroll.
0:57.0	Plus, I will respond to reader comments and questions about security clearances,
1:02.0	too big to fail banks, and modern monetary theory. Heavy stuff.
1:07.0	In my opening rant this week, I'll talk about why elections don't really matter for the stock market overall,
1:13.1	but I'll also tell you my favorite election-related trades, including the one I'm personally doing.
1:20.3	And then we'll talk a little bit about what's happening with my colleague Steve Sugaroooth's melt-up idea,
1:26.1	that and more right now on the Stansberry Investor Hour.
1:32.7	A lot of things to cover today. Let's get right to it and talk about election outcomes and the
1:39.4	stock market. You've probably heard many times that Democratic administrations outperform Republican administrations,
1:49.4	and that's true if you go through the historical data back to 1926 through 2019.
1:55.9	It shows that U.S. stocks have outperformed by an average of roughly 5% per year during Democratic administrations.
2:04.0	Like the Democrats are crushing the Republicans at the stock market. Now look, that's a nice
	...

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