MI Rewind: A Rational Approach to Investing w/ Tobias Carlisle
The Intrinsic Value Podcast - The Investor’s Podcast Network
The Investor's Podcast Network
4.6 • 592 Ratings
🗓️ 27 September 2024
⏱️ 56 minutes
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| 0:00.0 | You're listening to TIP. |
| 0:02.0 | Hey guys, on today's show, I'm re-sharing a favorite episode from the past. |
| 0:07.0 | I'd like to do this because we get a lot of new listeners each week, and they will never have heard this excellent episode before. |
| 0:13.0 | And even if you've been listening for a while, you may have missed it when it first came out, |
| 0:18.0 | or you could at least benefit from reviewing some of this episode's |
| 0:21.5 | lessons again and reinforcing your learning. |
| 0:24.2 | If you're not interested in episodes from the past, there's no hard feelings at all, and |
| 0:28.7 | you can pick up with us again next week for a brand new episode. |
| 0:32.7 | Everything going forward is from the original, and I hope you guys enjoy listening to it |
| 0:36.8 | as much as I did. |
| 0:38.5 | You don't see a P of a shillopee of 40 at a trough. You see a shillopee of 40 like very, very rarely, |
| 0:47.7 | very close to the peak. And so the last time we saw a shillopee of 40, it was, I forget exactly, |
| 0:52.3 | but it might have been February 2009 and had about |
| 0:54.8 | nine or 10 months before we hit 45, just to give you an idea of how fast the market ran up then. |
| 1:00.4 | And there's nothing magic about 45 either. The Chinese stock market got to 100 times, |
| 1:06.4 | the Japanese stock market got to 100 times. |
| 1:11.8 | On today's episode, I sit down to chat with Toby Carlisle. |
| 1:15.3 | Toby is the founder of the acquires multiple and the acquires funds, which manages ticker |
| 1:20.0 | ZIG and D-E-E-P, Zig and Deep. |
| 1:23.7 | Toby has extensive experience in investment management, business valuation, public company governance, |
| 1:29.0 | and corporate law, and he's also the author of a number of books, including the acquirers |
| 1:33.1 | multiple and deep value. Toby is also a part of the mastermind group on TIP's flagship show |
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